Alex recently joined the Beacon Financial Group team after graduating from the University of Kentucky Gatton School of Business with a degree in Finance. As a Client Service Coordinator, he will handle the financial matters of many of Beacon’s individual clients and businesses in areas of insurance, stock analysis, account management, processing trades and essential client interaction.
Alex also holds his series 65 licenses. In addition, he approaches all aspects of his job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenge. Alex’s skill set excels in executive organization, time management, persistence in completing any task along with excellent communication.
A longtime resident of Kentucky, Alex now resides in Lakewood and is excited to explore the vast array of new cultural events in Cleveland.