PEOPLE

Alexis Williams

Great Falls, MT

Originally from Redding, California, Alexis Williams has called Montana home for the last 14 years. She has seven siblings and tries to spend as much time with her family as possible. Along with her human family she has two dogs, Charlie and Hank, who are her pride and joy.

Alexis specializes in processing all participant distributions from retirement plans, and in doing so makes sure that the participants fully and confidently understand the process and various tax consequences.

It is said that the most basic of all human needs is the need to understand and be understood. Alexis recognizes that retirement can be quite overwhelming and frustrating as it is not something people deal with day in and day out. She takes the time to cater to each individual’s concerns to make the distributions as stress-free as possible. Participants are often unsure of what to do with their retirement funds so Alexis partners with JCCS specialists so that we may fully encompass all of the participant’s wants and needs.