Since joining the financial services industry in 2007, Alex has built a wealth advisory team at Wells Fargo Advisors, bringing together a group of key specialists to provide innovative and comprehensive services to clients. As a Private Wealth Financial Advisor, Alex develops and implements a customized approach for building wealth through goal-based planning and sophisticated investment strategies. As a Senior PIM® Portfolio Manager, Alex is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management Program.

Alex began his career in 2007 as a financial advisor with Merrill Lynch. Subsequently, he moved his practice to Wells Fargo Advisors in 2008. By combining best practices gained through his experience with the resources of Wells Fargo Advisors, he has created a wealth advisory and client service approach that seeks to build long term relationships built on trust with the highest level of professionalism.

Throughout his career, Alex has earned numerous awards and acknowledgements for his client practices and service. His most recent accolades include being named Forbes Top Next-Gen Wealth Advisors for 2023. Alex has been named to Wells Fargo Advisors Platinum Council from 2014-2025.

Mike oversees the operational aspects of the practice, ensuring everything from account openings and maintenance to money movement requests is handled smoothly and efficiently. Since joining Wells Fargo in 2023, he has become a reliable and knowledgeable resource for clients, committed to delivering exceptional service they can count on for their financial needs.

Originally from Colorado, Mike moved to Alaska from Arizona in 2022. He enjoys the outdoors and spending time with his family, including his two children. His dedication to client service, paired with his operational experience, helps create a seamless and supportive experience for every client he works with.

Jenna is the newest member of our private wealth team. As a lifelong Alaskan, Jenna innately understands the importance of curating authentic relationships and aims to be a trusted point of contact for our clients.

Jenna supports the team through scheduling client reviews, preparing and maintaining financial reports, operational workflow optimization, and providing an elevated client experience through service excellence.

Alaskan summers are Jenna and her son’s favorite time of year. You can always find them fishing on the Kenai River, paddleboarding at their neighborhood lake, and chasing the midnight sun with friends and family.

Aliki plays a key role in strategic initiatives aimed at enhancing the client experience. With a strong focus on service excellence, she ensures the smooth execution of various administrative functions, supporting both clients and the team.

Aliki has been an integral part of the practice for the past seven years, bringing dedication and expertise to her role. Originally from Greece, she moved to the United States at the age of 20 and has since built a career centered on client service and operational efficiency.

Outside of work, Aliki enjoys spending time with her family, playing tennis, and traveling. Her passion for building meaningful relationships extends beyond the workspace, reflecting her commitment to both personal and professional growth.