Alex finds that the most rewarding moments in life comes from making a difference in the lives of others. Alex first started working with our firm in 2010. Alex is the youngest member of our organization and began working with the firm while simultaneously completing his undergraduate degree. Alex holds a Bachelor of Science degree in Business Administration and Management from Wilmington University and is pursuing higher education and licensure. Alex's area of expertise is developing comprehensive financial and retirement plans for families with college-bound students and overseeing the firm's day to day activities. Alex specializes in developing and maintaining relationships with our clients to ensure that as a team, we are able to maximize the potential of our working relationships. On a personal note, Alex is a resident of Philadelphia, an avid runner, outdoors enthusiast and enjoys spending time with his family.
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