Alex is a registered assistant that joined the firm in July of 2022. He graduated from the University of Wisconsin-Whitewater in 2018, with a degree in psychology and finance. His passion is making sure that clients feel heard and understood. Money can be an emotional topic and, for Alex, your emotional well-being is just as important as reaching your financial goals.
Alex has two years of prior experience as an investment advisor representative and holds both Series 7 and 66 Securities Registrations. This experience includes financial planning as well as developing estate planning strategies. When not in the office, he enjoys spending time outdoors with his friends, family, and girlfriend, exploring downtown Milwaukee, where he lives, and cooking.