Alex is an Associate Financial Planner who serves on our Financial Planning team. He works alongside relationship managers to assist clients in accomplishing their financial goals. Alex is a graduate of Towson University, with a degree in Business Administration and a concentration in Finance. Alex is working toward becoming a Certified Financial Planner in the near future, and will continue to gain experience from the members of our Financial Planning team.
Alex is originally from St. Mary’s County, but now resides in Bel Air. Outside of the office, you will most likely find Alex at the golf course working on his game or helping a friend get into the sport.