Alex serves as the Head of Innovative Wealth Team with a diverse background that includes Private Banking, Insurance Planning, and Wealth Management. With a strong passion for helping clients pursue their financial goals, Alex employs a needs-based planning approach. He firmly believes that education and transparency are vital in providing sound financial advice.
Alex is passionate about helping clients pursue their financial goals through a needs-based planning approach. He believes education and transparency are the keys to giving sound financial advice. Alex currently resides in Pittsburgh, PA, with his wife, Alice, his two children, and his chocolate lab, Abby. Alex enjoys spending time with his family and friends in his free time. Alex’s hobbies include hiking, cooking, and competitive ax throwing.
CA Insurance License 0I74816