Designations and Licenses

Alex is a CERTIFIED FINANCIAL PLANNER® professional. He also has a Life & Health insurance license.

Experience and Education

Alex works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Alex was a director of operations and client service at Royal Wealth Partners. Before that, he was a financial advisor at Northwestern Mutual.

Alex holds a bachelor’s degree in foreign language and literature from the University of Nebraska Omaha.

Personal Interests

Away from the office, Alex enjoys spending time with his wife and three children, watching sports, and playing golf and is active within his church.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.