Alex is a committed CERTIFIED FINANCIAL PLANNER™ professional that strives to deliver personalized advice and proactive service to help his clients work towards financial independence. The extensive experience he has gained building retirement income models and marrying Social Security, tax, investment, and distribution strategies helps to provide clarity to an individual's retirement plan. His career began behind the scenes, developing his branch's comprehensive planning and analysis processes which he is now able to share with his clients directly.

Outside of the office, he and his fiancée Abby are diligently planning their wedding while enjoying their time living with their dog Lola in the historic district of Ellicott City, Maryland. You may even find him running along one of the local trails, training for his next marathon.