Alex, CPFA®, AIF®, has advised retirement plans since 2012. He was named to the National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 list in 2017 and 2021. He enjoys working with plan sponsors to help create efficient and effective retirement plans, as well as helping employees create strategic roadmaps to reach a dignified retirement.
Alex merged his retirement plan practice with Shepherd Financial in late 2019.
He graduated from Marian University with degrees in Accounting and Finance. Alex resides in Indianapolis with his wife, Mallory, and son, Henry.