Director of Document Services
I am the Director of Document Services at MMR and have been with the company for 8 years. My duties include new document implementation, amendments and termination services.
I consult on Document Services for new and existing clients.
With years of experience in document work, Alexis maintains all new and existing plan documentation.
Alexis spends time with the Defined Contribution and Defined Benefit teams to collaborate on Plan Design and Consultative Services. When not completing Documents, Alexis helps with Defined Benefit Valuations with goals to achieve multiple designations to further her career as a Defined Benefit Administrator. But for now, Alexis is here for all your Document needs whether Prototype plans, new document completion, amendments, plan termination, safe harbor notices and many more!
What I do
Mississippi State University
Alexis spent 3 years at MSU for Kinesiology before transferring to the University of Mississippi Medical Center for Radiology.
University of Mississippi Medical Center
Bachelors of Science: Radiology
Before graduation, Alexis balanced both the heavy workload of college as well as her duties at Martin, Martin, Randall & Associates, Inc. Alexis graduated honors and decided to pursue her career in Retirement Planning rather than Radiology.
Martin, Martin, Randall & Associates, Inc.
Director of Document services
When hired, Alexis started in the role of Transition Specialist. Shortly after, Alexis found her passion for Document Services as well as Defined Benefit Administration. Today, she is the head of our Document Services team.
Fun Facts to Know and Tell
Alexis found her passion for the Retirement Industry early in her career. As the daughter of CEO, Don Martin, Alexis spent the majority of her life learning from Don and following his leadership. While attending the University of Mississippi Medical Center, Alexis continued learning about retirement and shortly after, became the leader of our Document Department at Martin, Martin, Randall & Associates, Inc.
Alexis enjoys spending time with her son Aaron Bradley and family, getting her nails done, Louis Vuitton, Golden Goose, and travelling.
Favorite Bible verse: 2 Corinthians 5:7
Favorite Book: Anything by Colleen Hoover
Favorite Movie: Monsters Inc.
talk to us
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.