About the Advisor 

Alex has been with LPL Financial and its predecessor firm Waddell & Reed in Eugene since 2000.  He graduated with a Bachelor of Business Administration With Honors (Accountancy) from the University of Notre Dame in 1987, and received his Masters in Applied Economics from the University of Michigan in 1988.  Prior to joining us, Alex worked eleven years in public, non-profit and corporate accounting.

Alex earned the CERTIFIED FINANCIAL PLANNER^TM credential in 2003.

Whether clients are in their prime working periods or in their harvest years of retirement, Alex advocates for all his clients to be wise stewards of their resources.  This includes optimizing their risk allocation and tax efficiency.

Currently a member of the Oregon Society of Certified Public Accountants, he is a Past President of the Eugene Estate Planning Council and previously taught a personal finance course at Lane Community College for 7 years.

Outside of work, Alex enjoys global travel, bicycling, hiking and camping with his wife and their dog.

Leslie Greene (541-683-5575 ext.105) is his Advisor Assistant.