Growing up all over the Twin Cities, Alex and her husband Abraham settled in East Bloomington. They had their first child, a daughter, in December of 2021. Abraham owns and operates a successful food truck and restaurant, called La Tapatia. In her spare time, Alex enjoys time with her family, movies, salsa dancing, traveling, cooking, and baking.
Alex started on her path providing financial advice and services to clients in 2011. While finishing her Bachelors in Marketing at Carlson School of Management, she provided office and client support services for a financial advisor. She realized through this experience how challenging and rewarding financial services can be, and the positive impact it has on others. The world of personal finance can be so complex in that it is challenging to navigate successfully without the assistance of a financial professional who is acting in your best interest. In 2017, after completing college and pursuing the necessary licensure and registrations, Alex began serving among the financial planners at Full Circle Financial.
Alex always has a smile on her face and is an intuitive, caring individual. This translates through to her client experience and the personal relationships she develops while serving her clients.
Full Circle Financial's approach to financial planning appealed to Alex. Planning always starts by identifying client priorities and objectives, and providing purpose to the numbers and a basis on which to make appropriate recommendations.
Alex is registered with United Planners, a registered broker/dealer, member FINRA/SIPC. She is registered to practice in Minnesota as an Investment Advisor Representative, and General Securities Registered Representative. She is also licensed by the State of Minnesota as a Property/Casualty, Life, Accident, Long Term Care, and Health Insurance Agent.