Alex serves as a point of contact for our clients, providing guidance and assistance as needed, along with multiple other responsibilities relating to business administration. Alex is pursuing her Certified Financial Planner educational program, with the goal of attaining her CFP designation and becoming a Personal Financial Planner. As Alex progresses in her financial planning and investment management studies, she will work more proactively with clients to help them achieve their financial goals.
Prior to joining Opus, Alex worked as a teacher with the public school systems in both Chicago and Denver. Prior to that, as an undergraduate student at Eastern Illinois University, Alex studied math and kinesiology while also being a student athlete. In her Junior year of college, she was elected President of the Council of Future Professionals for the entire state of Illinois, where she led many seminars and leadership workshops for hundreds of her peers.
Alex is passionate about financial wellness and has mentored friends and family around budgeting and in some cases, bootstrapping as needed. (She has driven Lyft herself to avoid taking on debt in tight times). Alex is excited to use her passion for educating others to assist individuals as they pursue their financial goals.