Alex has a background in financial education, counseling, and higher education, with extensive experience helping individuals navigate important financial decisions. She works closely with clients to develop personalized financial plans, providing guidance and education to help them make informed decisions and work toward their financial goals.
Prior to joining Central Trust, Alex spent more than 15 years in higher education, most recently leading a campus-wide financial literacy program at the University of Missouri’s Office for Financial Success. In this role, Alex oversaw individual financial coaching, group education, and financial wellness resources that served thousands of students and families each year. This experience provides a strong foundation for helping clients navigate financial decisions with confidence.
Education and Certifications
- Master of Education in Educational Leadership and Policy Analysis, University of Missouri – Columbia
- Bachelor of Arts in Communication with a minor in Business, University of Missouri – Columbia
- Graduate Certificate in Personal Financial Planning, University of Missouri – Columbia
- Accredited Financial Counselor (AFC®)
- Currently pursuing CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
Interests and Activities
Alex is actively involved in promoting financial education and community service. From 2022 to 2026, she served as a site coordinator for the IRS Volunteer Income Tax Assistance (VITA) program, helping provide free tax preparation services to eligible individuals and families. Alex has also served in several leadership and advisory roles with the University of Missouri chapter of Chi Omega Fraternity and is a member of the Association for Financial Counseling and Planning Education.
