Advisor Profile

Alex is a dedicated financial professional passionate about crafting personalized financial plans that empower clients to achieve their unique goals and live their best lives.  As a Senior Associate of Wealth Management at Choreo, Alex combines his financial planning expertise and client-focused approach to deliver comprehensive financial strategies.

Alex joined Choreo in 2024 when he and his wife moved back to Des Moines after helping to plant a church in Cincinnati, Ohio focused on reaching college students. He has four years of wealth management experience prior to joining Choreo serving as a Financial Planner, Wealth Management Associate, and Portfolio Manager Assistant. 

Alex is a Certified Financial Planner (CFP®) professional, a Registered Investment Advisor Representative (Series 65), and an active member of the Financial Planning Association. He holds a Bachelor of Science in Finance from Iowa State University, where he graduated with honors.

Outside of work, Alex enjoys spending time with his wife, volunteering and attending Cottage Grove Church, sharing a glass of quality bourbon with friends, and is always looking for book recommendations.

PROFESSIONAL AFFILIATIONS AND CREDENTIALS

• CFP®
• Series 65
• Financial Planning Association

EDUCATION

• B.S. Finance, Iowa State University