Our Passion Is Building Great Things With Great People

Managing Partner

With nearly a decade of experience in the wealth management industry, Alex leverages his technical analysis and financial planning background when reviewing acquisition opportunities. Prior to being part of the financial services world, Alex was a software sales account manager for a Fortune 500 tech company.

Alex's passion for helping people drove him to start Herondale where he wishes to help the next generation of professionals grow, while encouraging them to maintain a steadfast focus on what's most important to them in their respective lives. With this vision in mind, we are able to provide a valuable service to business owners seeking growth capital or help in building out a robust succession plan.

Prior to founding Herondale, Alex was an Advisor and Director of Advisory with a boutique financial advisory firm. Alex studied Communications at Michigan State University, maintains a Series 65 investment advisory license and is a CERTIFIED FINANCIAL PLANNER designee.