I recently earned my degree in Financial Planning from Grand Canyon University, while moving into my third year working alongside Nicole.

Now licensed and continuing to build on both my education and hands-on experience, I’m working toward becoming a financial advisor.

In my current role, I help manage the behind-the-scenes details so that Nicole can focus on what matters most: serving our clients. I aim to bring clarity, ease, and a sense of support to each step of the process, while building authentic relationships along the way.

I feel truly blessed by the life I've been given and seek to live with purpose and gratitude. Outside the office, I enjoy simple moments—savoring a good cup of coffee, going for a walk, volunteering at church, or spending quality time with the people I love.

Alex's Educational Background and Credentials

Bachelor of Science: Finance with an Emphasis in Financial Planning, Grand Canyon University - 2025
Securities Industry Essentials (SIE) – 2026
Series 7 – General Securities Representative – 2026
Series 66 – Uniform Combined State Law – 2026