Alexandra Whitcher began her journey at Mosaic Financial in 2024 as an Administrative Assistant and has since advanced into a fully licensed Financial Client Service Representative. In her role, she supports advisors Marcus Ortega and Anthony Williams, working closely with clients to coordinate meetings, manage account updates, assist with onboarding, and ensure financial plans stay on track. Alexandra also contributes to Mosaic’s marketing efforts, including event coordination, content creation, and client engagement initiatives.
Her goal is to ensure every client feels informed, supported, and confident in their financial journey. She is committed to clear communication and dependable service.
At Mosaic, Alexandra values the meaningful relationships built with clients and is proud to be part of a team that puts people first.
She holds a degree in Business Marketing and Communications from Grand Canyon University and is licensed in both securities and life & health insurance. Outside the office, Alexandra enjoys exercise, cooking, and exploring creative business ventures.