Yes. Before her career in finance, Alex taught SAT math classes for four years and served as a Teaching Assistant in Georgetown University’s Department of Economics. Turning complex topics into concepts that click has been at the heart of her work ever since, and nothing makes her happier than watching people connect the dots and feel more in control.

No, and that’s by design. Financial education and financial advisory are two related but different businesses. Advisory focuses on providing personalized financial advice and investment recommendations tailored to your specific risk tolerance and life circumstances. Think: “You should invest $100 in this particular fund.” Alex doesn’t give individualized investment advice or manage money. Instead, she teaches the knowledge, frameworks, and tools you need to make confident, informed decisions on your own, and to know what to look for if you ever do hire an advisor.

Never. Alex doesn’t sell investments, insurance, or other financial products, and she doesn’t earn referral fees or commissions. Her only business is education, so you get objective guidance with no sales pitch.

None at all. Every program is taught in plain English and starts with the fundamentals. If you’ve ever felt like money conversations assumed you already knew the basics, Alex’s programs were built for you.

Alex is based in Connecticut and offers programs on-site throughout the Northeast and virtually nationwide. Not sure which format is right for you or your organization? Get in touch →