Alex is an Alumni of the Virginia Military Institute where he earned a Bachelor’s degree in Economics and Business. During his four years in Lexington, Alex was a pitcher for the Keydet baseball team and member of the Cadet Investment Group.
After completing a summer internship with Virginia Asset Management in 2023, Alex returned upon graduation to start his career as a Financial Advisor.
Alex focuses his practice on helping businesses with succession and continuation strategies, executive compensation planning, and utilizing retirement planning tools, while doing it all tax efficiently. He also prides himself on helping individuals with personal financial planning, investment management, and risk management. Alex holds the Series 7 and Series 66 registrations, as well as the Virginia Life/Health/Annuity license.
Alex is a Richmond native and enjoys an active lifestyle by working out, golfing, and playing pickleball.