Meet The Team

Alex has a passion for Financial Planning, Saving, and Investing wisely. Alex is an Evans Scholar and graduate from the University of Michigan with a degree in Mathematics of Finance and Risk Management. He has several years of experience working in Financial Services and is excited to help clients achieve the life they want and need. Alex will be working with our team to help develop custom portfolios and deliver a high level of service to enhance our existing relationships with clients. In his free time, he enjoys golfing and spending time with friends and family.