About Alec
I’m grateful every day that I get to do work that feels both meaningful and motivating. After earning my degree in Financial Planning from Colorado State University, I dove into this profession knowing I’d found my lane. I’ve now been in the industry for over 8 years and hold the Certified Financial Planner designation, along with serving on the Board of Directors for the Colorado FPA. Whether I’m guiding families through financial planning or spending time outdoors with my own, I’m grateful to do work that aligns with the life we live. My job isn’t just about numbers. It’s about understanding what matters to you and crafting a strategy that reflects your values and goals. My wife, Sydney, and I live in Castle Rock, Colorado, with our son Deacon. Our life revolves around family, faith, and the outdoors, from skiing and hiking to staying connected with our local church. It’s a joy to bring that same sense of purpose and presence into the work I do with PCA clients every day.
Areas of focus
Credentials & background
Designations
Education
Colorado State University
Clients served
Regulatory
- Firm CRD #110929
The firm
Our clients come to us for clarity. They stay because we’ve built a relationship on honesty, structure, and thoughtful education. Whether you’re preparing for retirement, simplifying complexity, or aligning your wealth with your legacy, we’re here to guide you with intention. We’ve designed our process to be rigorous, but human. Strategic, but personal. Whether we’re working with a couple in their 60s or a second-generation business owner, we take the time to understand what’s behind the numbers: motivations, biases, priorities, and Possibilities.
1515 Mockingbird Ln, Charlotte, NC 28209, US$120M assets under management