Alex Hager, CFP®

Alex Hager serves as a Trust & Family Office Financial Advisor Associate. In his role as a trusted partner and advocate, Alex provides clients with strategic investment planning, tax management, and estate planning services.

 

Alex is dedicated to understanding and prioritizing each client's unique goals, leaving no aspect of their financial lives unexplored. His comprehensive approach to financial planning involves collaborative efforts with clients' attorneys and tax advisors, providing a holistic perspective on their financial well-being.

 

Known for his seamless collaboration with individuals from diverse backgrounds, Alex establishes genuine connections alongside professional engagement. Clients highly appreciate Alex's personalized touch, valuing the fact that he treats them as individuals rather than a number in their financial journey.

 

In his commitment to exceeding client expectations, Alex stays abreast of the latest research and trends, adeptly navigating the challenges posed by the ever-changing economic landscape. His pursuit of providing clarity and peace of mind consistently drives him to deliver exceptional service.

 

A graduate of the University of Missouri—Columbia, Alex earned a Bachelor of Science in Business Administration, specializing in Finance & Banking and Real Estate, alongside a Bachelor of Arts degree in International Studies. As a Certified Financial Planner™ professional, he is committed to delivering unbiased and holistic financial perspectives.

Outside of work, Alex serves as a Young Professionals Board Member of Connections to Success, supporting their mission through volunteerism, fundraising, and awareness initiatives.