Alex joined Lee Financial in 2021 and serves as a Financial Planner. He is responsible for implementing and executing clients’ various financial planning strategies in collaboration with the Senior Financial Planners. Prior to joining Lee Financial, Alex spent five years at a Cypress Point Wealth Management, LLC as a Financial Planning Analyst where he assisted senior leadership in evaluating and executing clients’ financial plans.
Alex graduated with a Bachelor of Science from The Pennsylvania State University and has certificates in Financial Planning from Texas A&M University and the College for Financial Planning. He holds a Certified Financial Planner™ (CFP) certification
Alex and his wife Meg enjoy spending time with their young children, Owen and Noelle. Having both grown up in the rural northeast, Alex and Meg enjoy exploring the outdoors with their kids, often searching for family-friendly hikes around north Texas. Alex likes to call himself a musician, despite having very little time to play music. Additionally, he has been called an accomplished dancer, mostly by his children; his wife does not concur.