Alex joined HB Wealth in January 2025 after working with WMS Partners since October 2020. She serves as a Manager within the Client Service department. She manages a team of Client Service professionals and works with Family Office clients to assist with money movement, account paperwork, and account transfers.
Before joining HB Wealth, she worked for an RIA firm in the Denver metro area.
Alex graduated with a B.S. in Finance from MSU Denver. She has her FPQP® (Financial Paraplanner Qualified Professional) designation.
Alex lives in Southern Maryland and enjoys spending time with her husband and family, reading, and traveling.