Alex founded Tiverton Wealth after serving as Chief Strategy Officer for a prominent investment management office in Houston. With a strong foundation in comprehensive financial planning, Alex began his career in financial services in 2017 with Northwestern Mutual, where he developed the essential skills that now guide his client-centered approach at Tiverton Wealth. Alex is an alumnus of the C.T. Bauer College of Business at the University of Houston, where he completed the Personal Financial Planning (PFP) Track, a specialized BBA in Finance program that prepares graduates for success in personal financial planning. This CFP® Board-approved program meets the educational requirements for the CFP® Exam, equipping Alex with knowledge in the financial planning industry. Alex resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs, Beaux and Bella. Together, they share a passion for exploring new cultures and spending meaningful time with friends and family. For Alex, fatherhood remains his most significant role, as he finds purpose and joy in making a lasting impact on his family and his community. As he puts it, 'Zoe and my poodles are a true blessing. I am thankful every day for the privilege of being their father.' Alex’s dedication to family, community, and clients reflects his commitment to creating lasting positive impacts in every endeavor.