Who We Are

Alex is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned degrees in Accounting and Finance from Washburn University. Prior to making a shift to his current role as a Financial Planner, Alex worked in the accounting industry for a few years. Alex's years of expertise shape his client-centric approach.  

The process of selecting a Financial Planner can be stressful. In his role here at GDS Wealth Management, Alex’s main goal is to add value and help clients as they transition into their retirement years. Retirement is different for everybody, and you cannot treat everyone the same. There has to be a more personalized touch; Alex works with all clients to determine goals and priorities that can then be focused on. Retirement planning doesn't have to be stressful. Alex works closely with clients to create a personalized plan that works for them. Through that process, he is able to track and monitor the plan's success and make any adjustments necessary to help his clients achieve their goals.

Alex currently lives in Carrollton with his wife, Erika. They also have a Mini Golden Doodle named Livvy. They enjoy traveling, golfing, and spending time outdoors. One of their favorite trips was their honeymoon to Italy.  

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^{Investment advice offered through GDS Wealth Management, a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.}