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Alex has always been driven by a passion for helping others, which, combined with his love of business and economics, naturally led him to financial planning. He takes pride in advising individuals and families, helping them navigate financial roadblocks and capitalize on opportunities to achieve their long-term goals.
Alex spent over a decade in investment banking and corporate finance at the beginning of his career, providing financial analysis, insights, and scenario planning to help drive strategic decision-making. Today, he applies that same deeply analytical perspective to guiding clients through complex financial landscapes with a focus on long-term success – ensuring that his clients have clarity, confidence, and a well-structured plan for their financial future.
Beyond his work with clients, Alex is dedicated to advancing the financial planning profession. He tutors CFP® candidates, helping them prepare for and pass the national CFP® exam.
Alex earned his B.S. in Accounting from Purdue University and his Master of Public Administration in Finance & Fiscal Policy from Cornell University.