With a background in accounting and client service, Alexis Capron-Cook has a diverse skillset that spans tax preparation, bookkeeping, quarterly reporting, bill pay, and more. At Callan Family Office, she records day-to-day financial transactions, prepares and maintains accounting records, and liaises between private and business entities, tax accountants and attorneys, among other responsibilities.

Most recently, Alexis served as a Senior Operational Accountant within the Advice & Planning Center of Excellence, which is a part of WIM, Wells Fargo’s leading provider of financial and investment services for high-net-worth clients. While there, Alexis handled a variety of operational accounting activities associated with maintaining ledger/customer accounts and for developing reports for complex financial profiles. Previously, she was a tax and client accounting services associate at an accounting firm.

Alexis earned her Bachelor of Science degree in Accounting from Gardner-Webb University in Boiling Springs, N.C.