With a BS in business, majoring in finance and personal financial planning, and holding both the CFP® and CKA® certifications, Alex is well-equipped to guide families and business owners in pursuit of their financial goals. He brings a wealth of experience and a deep commitment to helping others navigate the complexities of personal finance.
In short, Alex’s focus is on creating personalized financial plans and continually expanding his own knowledge to better serve and advice his clients.
He believes a purposeful mindset is what sets him apart – encouraging clients to make financial decisions that reflect their deepest values. Driven by a passion for clarity, he simplifies the complexities of wealth management to empower individuals and families to take confident, informed steps toward their goals. He feels his commitment is especially meaningful to those seeking guidance rooted in stewardship and intentional living.
Alex is active in the community, serving on the finance committee for Darby Community Church. Outside the office, he enjoys coffee-brewing, reading (anything but modern fiction), and playing pickleball.
He lives in Wesley Chapel, Florida, with his wife, Andrea. Rooted in biblical stewardship, Alex’s dedication to his clients and his community reflects his belief that financial advice is not just about numbers, it’s about helping people live with purpose.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.