I grew up as an extremely picky eater — I was so picky that I didn’t even like rice. These days, I’ll try just about anything and am always on the hunt for new recipes.”
Alex Smith
Manager, CFA®, CFP®
Experience
As a manager in our wealth management practice, I work as my client’s personal CFO, helping them protect and grow their wealth through coordinated investment, tax, estate, retirement, and philanthropic strategies. I work closely with family offices and high-net-worth individuals, including business owners, executives, and professionals.
With a decade of experience, clients value my unbiased approach and the effort I put into developing personal relationships with them. It’s rewarding to be the first call to help tackle a challenge or to hear the good news. I was attracted to the wealth management industry because I enjoy working with people and helping them achieve their short- and long-term goals. Around the office, colleagues know me for my passion and commitment to clients.
I earned my B.S. in finance from Purdue University. I’m a member of the Certified Financial Planner Board of Standards Inc., the Chartered Financial Analyst Institute, and the Chartered Financial Analyst Society of West Michigan.
Outside of work, I enjoy spending time with friends and family. You’ll often find me biking, golfing, or on the water.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
