Alex has been with 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 focuses on comprehensive financial planning and seeks to help the 'not-yet-wealthy' make progress towards their financial goals. He also helps retirees manage their retirement income resources.
He has been an annual recipient of Waddell & Reed's Circle of Champions award for more than a decade.* Alex earned the CERTIFIED FINANCIAL PLANNERTM designation in 2003.
Currently a member of the Oregon Society of Certified Public Accountants (no longer licensed), 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.
Becki Robinson (541-683-5575 ext.105) is his Advisor Assistant.
*The award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information contact the financial advisor.
Waddell & Reed is not affiliated with any organizations listed herein.
Neither Waddell & Reed or representatives offer legal or tax advice.
Becki acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.