Alec joined the team in April of 2026 and plays a vital role on our team, providing essential support to Brittany and John in managing the daily operations of the practice. Additionally, he assists our Practice Operations Coordinator to ensure smooth functioning across various tasks.
Key Responsibilities:
- Facilitate client check-in calls and assist with meeting preparations.
- Maintain the organization of the practice and contribute to the business plan, focusing on growth goals and marketing strategies.
- Oversee client communication expectations and ensure timely follow-up processes.
Alec is a graduate of the University of Kentucky with a degree in finance and is currently working toward the Certified Financial Planner (CFP) certification. He has a strong interest in personal finance and enjoys helping individuals feel more confident and informed about their financial decisions. Alec is continually expanding his knowledge in areas such as investing, retirement planning, and long-term financial strategies. His goal is to build lasting relationships and serve as a reliable resource for clients as they work toward achieving their financial goals.