Alex is an invaluable member of the Questar team, bringing extensive compliance experience as Senior Branch Examiner, Surveillance Analyst and Rules Based Examiner for 10 years. He works closely with our clients to develop customized, goals-based financial plans, preparing documents for client meetings and distributing information to outside professionals such as CPAs or estate planning attorneys.

He is responsible for creating new accounts, responding to client requests, maintaining client portfolios, and ensuring their client experience fulfills Questar’s platinum level of service.

Alex earned Bachelor’s degree from Ohio State University in Family Resource Management Studies as well as a Master’s degree in Accounting from Cleveland State University.