Alex joined Boston Retirement Group in January 2024 as our team’s Paraplanner. She brings to her role ample experience in asset management, assisting with financial planning, portfolio analysis, and tax preparation and planning.
Alex earned her bachelor’s degree in economics with a concentration in finance from Boston College.
Alex grew up in Southborough, MA, and now resides in Newton, MA, with her husband and their two small dogs. She loves playing tennis, golf, pickleball, as well as doing yoga, reading, cooking and traveling.