PASSION: I’m passionate about helping people find clarity and confidence in their financial lives. I love simplifying complex topics and partnering with others to solve meaningful problems that help clients live the lives they truly want.
ROLE: As a Client Wealth Coordinator, I work with the Client Wealth Strategist to serve our clients with excellence. My role is centered on building strong relationships, anticipating needs, and ensuring the financial planning process runs smoothly, so our clients can focus on what matters most.
INDUSTRY EXPERIENCE: 3 years
EDUCATION: B.S. in Business Management from West Virginia University and CERTIFIED FINANCIAL PLANNER™ designation.
HOBBIES: I enjoy traveling with my wife and three kids, hosting friends and family in our home, and cooking over-the-top meals just for the joy of it. Whether it’s a special dinner or a casual hangout, I love creating spaces where people feel welcome.
Alex brings warmth, organization, and a problem-solving mindset to each client relationship. With a strong foundation in financial planning and a heart for serving others, he is committed to delivering thoughtful, timely, and personal support so clients feel confident, cared for, and ready for whatever comes next.
