FINANCIAL ADVISOR, RETIREMENT PLAN SERVICES MANAGER
Alex joined HT|TC Wealth Partners in 2023 with more than a decade of experience in the financial services industry. He enjoys collaborating with business owners to create, implement, and manage retirement plans that encapsulate their business goals while offering attractive employee benefits. As Financial Advisor, Alex is also responsible for assisting with evaluating clients’ current financial positions and needs, developing comprehensive financial plans, and coordinating with the team to present tailored solutions.
Previously, Alex managed retirement plan services for EFG Advisors, leading the retirement plan division and managing the firm’s retirement plan service model. He also served as an Associate Financial Advisor, working closely with clients in all aspects of investment management, and financial planning.
Before joining EFG Advisors in 2019, Alex’s experiences included personal banking and lending services for a mid-market regional bank and serving as a retirement plan consultant, responsible for plan design, compliance reporting preparation, and asset reconciliation.
Alex attended the University of Illinois with a major in Agricultural and Consumer Economics with a concentration in Finance and obtained an MBA from Illinois State University with a concentration in Management and Finance. He holds FINRA security licenses Series 7 and 66, along with Life, Accident, Health, Long-Term Care, and Variable Insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Alex enjoys spending time with family and friends, traveling, attending outdoor sporting and concert events, and spoiling his dog, Layla.