Driven by a belief that retirement planning should be rooted in meaning and purpose, Alex serves as a partner at Blue Financial, Inc. As a fiduciary advisor, he is passionate about helping clients create comprehensive financial plans, always placing their best interests first.
Alex earned his degree from UNC Charlotte, where he was honored as the Conference USA Scholar-Athlete of the Year. His journey with co-founder Austin began as tennis opponents. Over time, they became doubles partners, and eventually business partners—united by a commitment to building a firm based on trust, shared values, and long-term community impact.
Outside the office, Alex enjoys playing golf, grilling, and—most importantly—making memories with his wife, Lauren, and their two sons, Jax & Maverick. His deep commitment to family shapes how he serves his clients—with genuine care.