Alex joined CFG in 2007 shortly after graduating from the University of Northern Colorado. Gradually working his way up, Alex forged a path forward at CFG through rigorous financial education programs, a slew of financial licenses, and gaining gritty industry experience.
In 2013, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP) designation, and he followed that with his Certified Investment Management Analyst (CIMA) designation in 2018. More recently, Alex has embarked on acquiring the Certified Kingdom Advisor (CKA) designation, to assist clients with Biblical planning and philanthropy.
With his aptitude for analytics, problem solving, information gathering, and questioning how and why things work, Alex has developed his professional career thinking beyond economic norms, and pushing the financial field to rethink market assumptions. With these attributes, Alex enjoys advanced asset management, as well as crafting creative solutions for clients.
In 2022, Alex bought CFG, taking over as CEO and Owner. He is excited by the opportunity to take CFG to new levels by implementing new tools and practices to build out a more robust client-centric experience.
Alex is happily married to Rae. Together, they are parents to Evangeline and Knox. When not working, you’ll either find Alex competing in a golf tournament, at church, or grilling a steak (or anything else, for that matter).