Client Advisory

Biography

Alex is an Associate Wealth Planner within the Louisville, KY office of Cerity Partners. He serves a wide array of clients including individuals, business owners, young professionals, and corporate relationships. As a CERTIFIED FINANCIAL PLANNER®, he is currently leveraging his experience to help clients achieve their financial goals through tailored comprehensive financial planning services. As a member of a local advising team, Alex works alongside a collaborative team, committed to delivering strategies that align with each client’s needs through Cerity Partners’ holistic range of services.

Outside of the workplace, Alex enjoys golfing, boating, and being actively involved in his community. As a member of the Cabbage Patch’s Patch Partners, he supports a local Christian nonprofit empowering youth and families from all backgrounds to achieve stability and purpose. Alex also leads a Louisville-based referral network of young professionals designed to help expand connections to further develop opportunities for individuals working in referral driven industries.

An Alumni of Valparaiso University and former Division I athlete, Alex continues to carry forward his dedication to teamwork, growth, and service both personally and professionally.

Education

  • B.S. in Finance from Valparaiso University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Investment Advisor Representative
  • Securities Industry Essentials® certified

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