Alex serves as a Registered Client Service Associate, where he combines financial expertise and a client-first mindset. A proud graduate of the University of Washington’s Foster School of Business, Alex holds a bachelor’s degree in business administration and began his financial services career at Equitable Advisors, guiding clients through retirement planning, portfolio strategy, and investment fundamentals.
With a strong foundation in hospitality and over a decade of experience in high-touch service environments, Alex brings a unique ability to build trust, communicate with clarity, and solve problems efficiently. These skills translate seamlessly into the wealth management space. His approach is focused on empathy, accuracy, and a commitment to helping clients feel confident in their financial journey.
Born and raised in Washington, Alex enjoys exploring the Pacific Northwest with his wife and two sons. Outside of work, he finds joy in nature, family adventures, and bringing people together through cooking and mixology.
