Alex joined HB Wealth in March 2025 and is a Client Service Associate on the CSO Flex Team. In her role, she is committed to delivering exceptional service and support to HB’s clients. With a strong focus on building lasting relationships and understanding each client’s unique financial goals, she aims to meet their needs with great attention and efficiency.
Before joining HB, Alex spent a few years working with Bison Wealth, where she served clients and performed operations. This experience built her a foundation for working in the wealth management industry.
Alex received a B.A. in Political Science from Georgia State University.
In her spare time, Alex enjoys reading, fitness, spending time with her three pets, and gardening.