Alex’s career in finance began as a broker with Charles Schwab in 2010. Over a variety of roles, he ultimately became a Client Relationship Specialist where he handled day-to-day requests of the thousands of clients assigned to the local branch. Alex’s desire for deeper client relationships led him to join the Consilio Wealth Advisors team in 2018. As an advisor, Alex is one of the primary relationship managers for our clients, helping build and maintain wealth through our financial planning process. Alex graduated from Indiana University with a B.S. in Finance and a B.A. in Spanish, and later went on to earn the coveted Certified Financial Planner professional designation in 2022. A life