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 303-834-9093 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.
Hitch McDermid, MSc., CEO
Hitch graduated Phi Beta Kappa at University of California, Santa Cruz and obtained a Master of Science degree from the London School of Economics. He has worked in project manager roles for the United Nations and World Bank, helped launch the Casual Businesswear Department as a Marketing Manager at Levi Strauss & Co, was the Director of Marketing at Rentals.com, and the Vice President of Marketing at Cycore Computers (Sweden). In addition, he owned his own real estate business where he became one of the top tier agents in San Francisco. Currently Hitch is strategically managing and positioning the company for a high growth phase to serve lawyers nationwide. Contact Hitch at 415-282-1000 or Hitch@FamilyWealthMatters.com.
Michelle Foster - Fulfillment Director and Executive Assistant to Alexis
Michelle serves as the Fulfillment Director for the Family Wealth Planning Institute, ensuring that all products are distributed for optimal client satisfaction. She is also the executive assistant to FWPI’s founder and CEO, Alexis Martin Neely. Michelle fully understands the needs of families and lawyers enrolled in FWPI, considering her extensive background as a fulfillment manager, loan officer and paralegal - in addition to the seven years she spent as a stay at home mom and daycare owner. She is committed to helping lawyers and families develop long-term relationships with their own Personal Family Lawyer®. Michelle currently resides in Canton, Kansas with her husband and two children.
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.