Alexandra Sax

Operations Coordinator

Alexandra Sax, Operations Coordinator, helps make every visit to the firm a success. She assists clients as they prepare to meet with CFP® practitioners, schedules appointments, coordinates paperwork and follows up to keep the planning process moving. Alexandra enjoys getting to know clients and assisting them on their financial freedom journey.

Previously Alexandra worked with families from all over Maine, overseeing marketing and development at a community center. An experienced artist with a love for nature, Alexandra also serves as an adjunct art instructor for students of all ages at colleges and other educational institutions. She holds a Master of Fine Arts degree from Pennsylvania Academy of the Fine Arts.

Together, Alexandra and her husband have five children—and three of them are Alexandra’s triplet boys. She enjoys the Maine outdoors, and the children keep her very busy with their art, music and sports activities.