Since 2016, Alex has worked hard to maintain a “sponge” mentality, soaking up knowledge from his seasoned co-workers and other industry leaders by spending most of his time reading and learning about taxation and financial planning.

After graduating from Maryville College in 2017 with a Bachelor of Arts degree in Finance and Accounting (minor in Sociology), Alex accepted a role as a Planning Associate. Since then, he has passed the Uniform Investment Adviser Law Examination (Series 65) and the Special Enrollment Examination (SEE). The SEE along with other requirements allowed him to receive the federal designation, Enrolled Agent (EA), handed down by the U.S. Department of the Treasury. In his current role, he provides support to clients in tax preparation, tax strategy, financial planning and supports, as well as manages client relationships.

Alex actively serves in several Blount County leadership roles. He serves on the United Way of Blount County Board of Directors and is a member of the Executive Committee. In addition, he currently serves as the Treasurer of the Board for the Blount County Youth Court and serves as Past Chair with the Blount County Young Professionals. He is a Leadership Blount 2023 alum.

Alex married his wife, Hannah, October 2021 and they reside in the Alcoa community with their miniature Golden Doodle, Dixie. They together enjoy serving with their Foothills Church community, traveling abroad, cheering on the Maryville College Fighting Scots/Tennessee Volunteers and also enjoy spending time with their family.