Alexis Neely, J.D., Founder

Alexis graduated first in her law school class from Georgetown University Law School. Within 3 years of starting her own law firm, Martin Neely & Associates, Alexis’ firm was bringing in in over $1 million in revenue per year. To reach this goal, she was mentored by leaders in entrepreneurial business systems, marketing, and sales to create a new business model that allowed for a steady flow of prospects, a lifetime relationship with her clients, and a recurring revenue model that meant she wasn’t starting every month off at zero. In late 2006, Alexis founded the Family Wealth Planning Institute (FWPI) to share her proven business systems with other lawyers. Currently Alexis leads business systems development, training, coaching and content development for FWPI. Contact Alexis at 866-999-3974 or Alexis@FamilyWealthMatters.com.

Alexis is a single mom of 2 kids and now manages her growing mompreneur empire from her home near the mountains of Colorado.

Kyra Howell, Esq., Client Service Director

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque rutrum blandit blandit. Maecenas accumsan faucibus sem eu convallis. Cras quis velit nisl, et volutpat nulla. Nam lacus mauris, sagittis semper imperdiet eu, rutrum sed purus. Morbi tincidunt turpis a est commodo eget lacinia tellus facilisis. Contact Kyra at 415-282-1000 or Kyra@FamilyWealthMatters.com.

Emily Garman - Integrations Specialist

Emily oversees the fulfillment and development of all physical materials for lawyers in the PFL and CBL programs, including the Kids Protection Planning Guides, Special Needs Planning Guides, newsletters, ezines and much more. She is an Infusionsoft Certified Consultant and helps Personal Family Lawyers set up an installation of Infusionsoft that will save them thousands of hours and dollars. Emily has worked with Alexis Neely for 10 years and is ready to help you in any way she can. Emily lives in Oklahoma City, OK, but travels around the world teaching nonprofits how to use social media to raise money and recruit volunteers. You can reach Emily at 405-445-4442 or emily@familywealthmatters.com.

Corina Wentzel – IT Operations Director

Corina Wentzel is the director of IT operations for Family Wealth Planning Institute. She manages all of the websites, makes sure all of the clients profiles are up to date, processes all of the orders, and communicates with lawyers to ensure the program is running smoothly. Corina is also the program manager for LIFT Foundation Systems, LLC. and currently resides in Manhattan Beach, California.