Alex Barnes, CFP®

Alex joined the firm in 2013 after serving as a Senior Financial Services Officer at State Employees Credit Union. As a Wealth Advisor, Alex specializes in financial and retirement planning and enjoys working with individuals and families.

He concentrates on the design and implementation of comprehensive retirement and estate plans for both pre-retirees and retirees. Additionally, Alex works to create customized financial plans to pursue both business and personal objectives.

Alex has been married to his wife, Kate since 2010 and they have two children. Alex stays involved in the community by routinely participating in local charity events, in particular, those related to breast cancer and children’s cancer.