With over a decade of experience in wealth management, Alex is passionate about guiding clients through complex financial situations and building trusting relationships. When you have Alex as your Certified Financial Planner®, you get experience as well as a youthful perspective. His expertise lies in tailoring holistic financial plans that address individual needs and help clients achieve their lifelong goals, whether it be through guiding clients on customized investment plans, tax strategies, or thoughtful legacy planning.
Alex graduated from Butler University in 2012, with a Finance and Management Information Systems degree. His commitment to community service has earned him recognition as one of the “Top 20 Millennials Making a Difference” by The Greater Fort Wayne Business Weekly. He actively contributes to his community whether that be through Catholic Church organizations or as a board of director for the Mad Anthony’s Children Foundation.
Outside of his professional pursuits, Alex cherishes his role as a husband and father. He enjoys spending quality time with his family and friends, playing golf, cooking, and cheering on his favorite sports teams.
A guiding principle in Alex's life is the “Do It Anyway” poem, often attributed to Mother Teresa, which inspires him to make a positive impact in both his personal and professional endeavors.