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Biography

Alex is a Principal in the San Diego office and a member of the Wealth Management team. He works closely with clients to help them gain clarity around their financial goals and make informed decisions that support their long-term success. Alex is committed to ensuring clients feel confident and empowered in every step of their financial journey. 

Prior to joining Cerity Partners, Alex served as a wealth advisor at Mariner Wealth Advisors. He has been dedicated to the wealth management profession since graduating from Creighton University, inspired by the positive impact he saw financial advisors make in his own life. 

Originally from Roland, Iowa, Alex now calls San Diego home. Outside of work, he enjoys an active lifestyle and spending time with friends and family. Alex grew up playing sports and is avid fan. 

Education

  • BSBA in Finance (Financial Planning) and Marketing from Creighton University, magna cum laude

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.