Alex joined the Fox-Smith Wealth Management team after graduating from the University of Nebraska at Omaha in 2018 with a degree in finance. During his time in Omaha, Alex realized that he wanted to find a career in which he could help make a lasting impact on the lives of others, which is where he finds himself today.
With his desire to help others, Alex works with our clients to align their current financial habits with their future financial objectives. He has a passion for assisting clients with building personalized financial plans to help them reach their own version of financial independence and to pursue goals they might have previously thought unattainable.
Alex obtained his Series 7 and Series 66 registrations while working part-time in college for the Broker-Dealer Securities America in Omaha, Nebraska and recently obtained his Chartered Financial Consultant (ChFC) Designation from The American College of Financial Services. Alex is a firm believer that in order to best help others, he must continue to learn and strive to improve every day. Although his traditional education may be completed, he knows that to continue to provide best of class service to his clients, learning is a lifelong endeavor.
Alex grew up in Loveland, Colorado with his parents, Rey and Lisa, and sister, Hannah. When he is not in the office, he enjoys spending time with his family and friends, playing golf, hiking, and traveling. In addition to this, Alex has an interest in increasing financial education opportunities for those in areas where the topic is not widely discussed in hopes that this will spur an interest and help others realize the power of sound financial planning.