Our Client Services Director, better known as Alex, has lived in the Mount Vernon area for the past 20 years. Alex graduated with her bachelor’s degree in Psychology from the University of Iowa in 2015. Following graduation, she worked for a local CPA firm in administration for 3 years. In her role with Mount Vernon Investment Center, she greatly enjoys getting to help clients daily and continues to develop a greater knowledge of the financial world. She is currently taking the first of her courses to become a licensed financial advisor. She has a very strong sense of purpose in our office. As Client Services Director, she provides varying levels of assistance to both clients and behind the scenes.
Alex enjoys being surrounded by others. In her free time she enjoys spending time with her husband, son, and their lab, Brooks. In the winter you can catch her hiding from the cold and in the summer you can find her in her backyard hosting a cookout. She also likes hitting the road to visit her parents in Missouri and walking the trails with the four-legged friends. She is a lover of all animals and a proud supporter of the Iowa Hawkeyes. Stop in to the Mount Vernon Investment Center to meet Alex today!