Alex’s background in the arts and charitable sector gives her a unique perspective on the financial decision-making and investment process. Her goal is to create a friendly and collaborative dialogue as she guides the families, small businesses, and women we serve through life's financial challenges.
Prior to joining our team, Alex enjoyed a career fundraising for the Cincinnati Art Museum, ArtWorks, and nonprofit organizations across the country. She graduated from College of Charleston with a bachelor’s degree in arts administration. Alex became a CERTIFIED FINANCIAL PLANNER™ professional in 2016. In addition, she holds the Series 7 and 66 licenses and holds her health and life insurance license.
She currently serves on the ArtsWave Young Professionals and Sustaining Impact Grant committees and volunteers with the Cincinnati Parks Foundation and Immaculate Heart of Mary School. She is an alumna of the Cincinnati Chamber of Commerce C-Change leadership program. She is passionate about music and theater and enjoys performing with the Young Professionals’ Choral Collective. Alex lives on the east side of Cincinnati with her husband, Ted, daughter Maeve, and their golden doodle, Linus.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.