Financial Planner
Alex is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned degrees in Accounting and Finance from Washburn University. Prior to making a shift to his current role as a Financial Planner, Alex worked in the accounting industry for a few years. Alex's years of expertise have shaped his client-centric approach.
The process of selecting a Financial Planner can be stressful. In his role here at GDS Wealth Management, Alex’s main goal is to add value and help clients as they transition into their retirement years. Retirement is different for everybody, and you cannot treat everyone the same. There has to be a more personalized touch; Alex works with all clients to determine goals and priorities that can then be focused on.
Retirement planning doesn't have to be stressful. Alex works closely with clients to create a personalized plan that works for them. Through that process, he is able to track and monitor the plan's success and make any adjustments necessary to help his clients achieve their goals.
Alex currently lives in Carrollton, Texas with his wife, Erika. They also have a Mini Golden Doodle named Livvy. They enjoy traveling, golfing, and spending time outdoors. One of their favorite trips was their honeymoon to Italy.
Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this page should be construed as personalized investment advice or a guarantee of performance. For information about GDS’s services, professional designations, and important disclosures, please visit gdswealth.com/disclosures.