Growing up in Harleysville, Pennsylvania, Alex attended and graduated from Souderton High School in 2018 and attended Moravian University for 3 years with an intended major in Accounting. Alex currently resides in Mertztown with her husband Marshall and their two children Liam and Cassondra. In her spare time, Alex enjoys spending time with family and friends.
Taking the first step toward a fully integrated financial life is simple. We begin with an open conversation about your complete financial picture — no preparation needed. Your Wealth Coach will guide you through our discovery process, designed to understand every aspect of your financial ecosystem and create a roadmap for your future.
Whether you’re planning for retirement, building wealth, or securing your legacy, your Wealth Coach is here to coordinate it all.
