As a Senior Client Service Manager, Alec provides exceptional financial services to his clients and supports Advisors and Partners in daily operations. Previously, he worked in public accounting, focusing on tax compliance and planning for individuals and businesses.

Alec graduated summa cum laude from Quincy University with a Bachelor of Science in Accounting and Finance. While at Quincy University he was a member of the Men’s Soccer Team.

When Alec is not at work, he enjoys playing golf, watching sports, and spending time with family and friends.

EDUCATION

• B.S., Accounting and Finance, Quincy University, summa cum laude

PROFESSIONAL DEVELOPMENT

• Certified Public Accountant (CPA)