Alex is responsible for supporting the processing of financial transactions of all types—from Required Minimum Distributions to mutual fund redemptions and everything in between. She is known for her high energy, her capacity to quickly grasp and apply complex financial concepts, and her outgoing and caring personality. She truly enjoys the time she spends with our clients and we are grateful to have her on our team.
Alex came to Millenia after working in the medical field providing patient support services for a major healthcare organization. The transition to a smaller firm has been a welcome change for Alex. She enjoys having the capacity to directly help our clients with their specific needs, from start to finish, and appreciates the close knit, family-like environment that is the hallmark of the Millenia work culture.
Alex is a native of the St. Louis area and lives in St. Charles, Missouri, with her husband Ryan, their new son Leo, and their border collie-chocolate lab mix family dog, Lilly. Alex and Ryan are avid music fans and named their son after Leo Fender, the famous inventor and founder of Fender electric guitars. Alex is an accomplished athlete and her interests include CrossFit and distance running. After graduating from Duchesne High School, Alex worked as a licensed beautician and, in spite of working full-time at Millenia and having an infant son at home, she still finds time to volunteer her hair styling services at a rural assisted living facility.