Alex was raised on the plains of Kansas and graduated with an MBA from the University of Missouri with an emphasis in Finance. Subsequent to graduation, Alex moved to Chicago where he gained knowledge and experience in a multitude of roles at Fifth Third Bank for seven years, most recently as a Licensed Investment Support Specialist. As a TRS Associate Planner, Alex has a passion for helping clients realize their dream retirement, and he excels in the creation and ultimate execution of financial plans to guide clients through their retirement journey.
Alex embraces an active role in client advocacy with a focus on legacy planning and, when appropriate, helping clients enjoy the act of giving to charitable organizations. He delights in the joy he experiences when clients succeed at achieving their goals. He enthusiastically encourages new experiences in order to increase his firm knowledge, with his long-term goal to retire early and travel the country.
When the work day is done, he can be found spending time with his wife exploring the Seattle skyline, viewing the latest movie releases, camping, writing, and studying new technologies like computer coding and 3D printing.