Hi, I'm Alex!
I recently earned my degree in Financial Planning from Grand Canyon University, while moving into my third year working alongside Nicole.
Since graduation, I’ve stepped into a full-time role while working towards earning my licensure. With time, I’ll use both my education and experience to progress towards becoming a financial advisor.
In my current role, I help manage the behind-the-scenes details so that Nicole can focus on what matters most: serving our clients. I aim to bring clarity, ease, and a sense of support to each step of the process, while building authentic relationships along the way.
I feel truly blessed by the life I've been given and seek to live with purpose and gratitude. Outside the office, I enjoy simple moments—savoring a good cup of coffee, going for a walk, volunteering at church, or spending quality time with the people I love.