Alex joined Retire SMART in 2021 while studying Finance at the University of Nebraska and quickly earned the nickname “The Unicorn” for his remarkable ability to master every challenge thrown his way. While still a student, he passed the Series 65 Exam, qualifying him to become a licensed Financial Advisor. After graduating with a Bachelor of Science in Finance in December 2022, Alex transitioned into a full-time role at Retire SMART, where he continued to excel.
In July 2024, Alex passed the rigorous Certified Financial Planner™ (CFP®) exam and is now proud to hold one of the most respected credentials in the financial planning industry. His commitment to professional excellence reflects the same drive and focus that made him a standout from day one.
A Nebraska native, Alex is passionate about basketball, Big Red Football, and building meaningful relationships with the families he serves. Alex recently married his wife, Morghan, and together with their dog, Jules, they enjoy spending time with family and friends.
With deep knowledge of the SMART Planning process, Alex is proud to help clients navigate retirement with confidence and clarity.
