About StepWise Financial

A decorated veteran, Alex’s career journey is marked by his service as a US Army Chinook helicopter crew chief, with deployments to Afghanistan and Iraq from 2000-2006. He honed his leadership skills by training soldiers in tactical operations with C.A.C.I. and General Dynamics Technology. Transitioning from the military to academia, Alex was a university student from 2007-2012, earning both his bachelor’s degree in business administration, as well as his MBA (Masters in Business Administration) from Methodist University.

Even after graduating and founding his own firm, Alex maintained ties to the military. He was a professional Army gamer from 2012-2015. In fact, it was during his time in the Army that he first delved into personal finance. As he puts it, “In 2004, I went through Dave Ramsey’s Financial Peace University. That is a big reason why I am passionate about financial planning, and why I specialize in retirement, income, and goal setting for personal finances. Whether it’s for short-, mid-term, or long-term goals, I believe you need the proper advice and financial plan to reach your financial objectives. I first discovered this concept in the military through the Dave Ramsey program and believe in it so much that I wanted to help other folks like Dave Ramsey helped me,” Alex says.

Alex has dedicated his career to crafting personalized retirement and financial strategies, empowering clients toward financial independence. His role as an independent advisor allows him to offer a breadth of options tailored to each client’s unique journey. “I feel that by providing products and services agnostically, as a fiduciary without an agenda, I keep clients’ best interests in mind at all times. I also meet with them on a regular basis to review progress and adjust the plan when needed. What I enjoy the most is seeing and celebrating my clients’ successes.”

When it comes to StepWise Financial, Alex sets the tone for the firm. “I tell people that our team has a lot of support and experience in the financial industry. Our background is in the Dave Ramsey system, which starts by helping people with a simple financial plan. But at StepWise, we go further with our ongoing guidance every step of the way. Keeping your plan fluid is critical because your life is always changing and therefore so are your goals and concerns. Additionally, the economy and legislation move the investing needle, and that must play a role in your plan,” Alex says.

Alex was born and raised in Miami, Florida, but currently resides in Richmond, Virginia, with his wife, Stacey. The couple has three children and three grandchildren. Beyond work, Alex is involved in his local church, the VFW, and is a member of the Henrico Rotary Club. Each of these organizations have their own volunteer programs which Alex is regularly a part of. In his free time, Alex enjoys traveling, racing, and aviation.