Estimated Read Time: 2-3 Minutes Your investment portfolio may be off-kilter, and you may not even know it. Is a higher than wanted percentage of your portfolio held in equities? Perhaps it is witho…[Read More]
Alex co-founded Values First in 2009 and serves as Co-President. Before this, he worked as an Investment Advisor Representative with American Values Investments where he and his partner served more than 280 clients. He serves clients’ needs through investment guidance, oversees tens of millions in client assets, and directs the company’s operations and compliance.
Alex earned his Bachelor’s degree in 1996. He also has served as a youth minister and has travelled on numerous international and domestic missions trips. He enjoys writing biblically inspired articles/blogs, hiking and driving in the mountains, riding his motorcycle, and spending time with his family. He and his wife, Terri, have been married since 1997 and are blessed with two sons and one daughter. In church, Alex and Terri have served in leadership with youth ministry and helped launch two small group ministries.