Alex joined Strategic Wealth Partners in June 2021. As a Planner Assistant, he assists with a variety of tasks to support our clients and provide a memorable experience for all. Alex holds the Series 7 and Series 66 registrations, and is also a Texas Life and Health Insurance Agent.
Before joining Strategic Wealth Partners, Alex gained experience working as a practice manager for a financial advisor in Lincoln, Nebraska.
Alex graduated from the University of Nebraska-Lincoln with a BS in Business Administration with an emphasis in finance. Alex was born and raised in Omaha, Nebraska and moved to Dallas after graduation. When not in the office, Alex enjoys hiking, fishing, boxing, watching the Huskers, and listening to music.
Education, Certifications, and Memberships
- B.S. in Business Administration with an emphasis in Finance, University of Nebraska-Lincoln
- Series 7, General Securities Representative, FINRA
- Series 66, Uniform Securities Agent and Investment Adviser Representative, NASAA
- Insurance Agent, Accident, Health, Life, Variable Life, and Variable Annuities, Texas Department of Insurance
Top Skills
Financial Operations | Teamwork and Collaboration | Project Management | Organization | Administration
