Alex is a partner at Blue Financial, Inc. and provides advisory services through Blue Wealth Inc. He is a firm believer in developing retirement plans driven by meaning and purpose. Alex and the Blue Financial team strive to maximize financial efficiency so you can spend less time worrying about what’s next and more time focusing on what matters most. He is passionate about building comprehensive financial plans through his lens as a fiduciary advisor, always putting his clients’ interests above his own.
Alex obtained his degree from UNC Charlotte, where he was the Conference USA Scholar-Athlete of the Year. Austin and Alex met as tennis opponents but found victory as doubles partners. Success did not stop on the court. They founded Blue Financial, Inc. on the pillars of trust and creating close-knit relationships. Outside the office, Alex can be found adventuring and spending time with his wife, Lauren.