Alex is a Product Owner at Facet, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a BEHAVIORAL FINANCIAL ADVISOR™ with six years of experience as a financial advisor and financial coach. She is passionate about helping others, regardless of their net worth, discover their true values and goals, and adapt their finances to create alignment. Alex served as the 2020 NexGen Director for the Financial Planning Association of Georgia, and mentors new Financial Planners as they navigate their career and begin working towards becoming a CFP® professional.
Outside of work Alex enjoys seeing cover bands play live, being on the water, and spending time with her family.
Education: Georgia State University (Finance BBA)
View my professional bio information and my Form ADV Part 2B
"You do not rise to the level of your goals. You fall to the level of your systems." - James Clear
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Get to know Alexandra
Yes, we do Christmas in matching outfits.
We love going to the beach, especially now as we can recreate some of our favorite memories for our daughter.
Every once in a while we venture out to find unique places in Atlanta.
Dinner isn’t always this big of a hit, unless it’s pizza.
What are you currently watching on Netflix?
Explained
What was the best concert you ever attended?
Al Di Meola at the Variety Playhouse in Atlanta
What is your favorite family tradition?
Every Christmas, we make lots of homemade food while watching Christmas movies and enjoying the aroma of simmering cinnamon sticks on the stove. Then, we venture out to see light displays in local neighborhoods. I’ve enjoyed being able to recreate these traditions for my daughter.
Where's your favorite place in the world?
So far, Scotland