Alex has dedicated his career to helping others, with a focus on personal finance. Personal finance merges financial planning with investment strategies. Previously serving as the lead advisor at Insight Wealth, he provides sound financial planning advice, financial guidance, and investment management. Now, he brings his expertise to Savvy Advisors as a Wealth Manager.

What Alex finds most rewarding in his role is the ability to shape how he supports his clients through financial decisions. Whether they are seeking to pass wealth to their children, acquiring a second home, renovating their residence, or contributing to charitable causes, observing his clients' financial plans and investment strategies materialize is an immensely gratifying experience. He is deeply passionate about his work because he recognizes the significance of establishing a solid financial groundwork and the doors it opens to a fulfilling life.

Beyond the workplace, he is dedicated both professionally and personally to advancing financial planning. He provides guidance to CFP® candidates to help them prepare for and pass the national CFP® exam. Additionally, he volunteers with the CASH Campaign of Maryland, an organization committed to enhancing economic well-being for low-to-moderate-income individuals and families. The CASH Campaign achieves its mission through a range of direct service programs, capacity-building initiatives, and advocacy efforts aimed at bolstering family economic security.

Furthermore, he previously served as a board member of the Phyllis Wheatley Community Center, an organization dedicated to ensuring that every child discovers their unique talents and abilities to realize their full potential within a thriving community.