Alex joined HB Wealth in January 2025 after working with WMS Partners since 2021. He and his team help navigate their clients’ complex financial well-being and develop long-term plans to achieve their goals.
Before joining HB, he spent four years with an RIA in Hunt Valley, MD. There, he worked directly with clients as a Financial Advisor.
Alex earned his Bachelor’s degree in Business Administration with a concentration in Finance from Towson University. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2019.
In his free time, Alex enjoys golfing, playing tennis, and spending time with his wife and daughter.