,CFP®, CRPC™
As a Senior Planning Associate, Alex plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, he conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Alex participates actively in client meetings, providing documentation and follow-up support to ensure continuity and clarity. He reviews investment allocation reports, collaborate with the client service team to monitor service activities, and research planning strategies and potential tax law changes to enhance client outcomes.
Beyond client-facing responsibilities, Alex contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, he helps ensure Modera’s planning process remains thorough, personalized, and forward-thinking.
What do you value most in your client relationships?
Trust, transparency, and long-term partnership. I value relationships where clients feel comfortable being honest about their goals, concerns, and priorities, because that openness could lead to better decisions and stronger outcomes. I also value being a steady resource clients can rely on through both opportunities and uncertainty. Ultimately, the best relationships are built on mutual respect, clear communication, and a shared commitment to long-term success.
How do you feel you help to create impact for clients?
I strive to help clients approach important financial decisions by with greater clarity, perspective, and confidence. Whether it’s organizing complex situations, identifying opportunities, or building a strategy aligned with their goals, I aim to create direction with a comprehensive financial plan. I also believe impact comes from being proactive, responsive, and dependable helping clients stay focused through changing markets and life events so they can move forward with greater confidence.
What do you enjoy most about working at Modera?
I enjoy working at Modera for many reasons. First, we put our clients’ needs first as fiduciaries, partnering with them to create thoughtful, comprehensive financial plans designed to help them achieve their goals. I also value the collaborative culture at Modera. Our team is aligned around a shared mission of delivering exceptional advice, service, and long-term support to every client we serve.
Where did you grow up? Where do you live now?
I was born and raised in Frederick, MD. After college, I worked in the Tysons, VA area, but decided to move back to Frederick recently to be closer to family and my four nephews.
Mount St. Mary’s University,
BS, Business Administration with a Concentration in Finance
