Meet Alex


Alex is our Client Relationship Manager. He is studying to become an Associate Wealth Advisor.

Alex graduated from UMass Dartmouth with a Bachelor’s Degree in Finance. While attending school, he has been working part-time at HFIP in an administrative role.

Alex interned at Carson Wealth Group in Omaha gaining valuable experience and insights in the finance industry. During this time, he concentrated on financial planning and enhancing client experiences.

He is looking forward to meeting with and helping clients find their financial security.

Alex enjoys spending time with family and friends. He enjoys playing online role-playing games and optimizing game strategies.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.