Since joining the team in 2024, Alex has been dedicated to ensuring the smooth execution of our daily operations. An Indiana University Finance graduate, he works closely with Daniella to manage the vital mechanics of the practice, from precise account trading and money movement to the essential paperwork that keeps everything organized. Alex specializes in overseeing Required Minimum Distributions.
Above all, Alex enjoys his daily client conversations, ensuring every request is handled with personal care and professional attention.
When he's not in the office, you can find Alex either relaxing by the pool or lighting up the karaoke stage.
