You may recognize Alex from the front reception desk, as she is the first person to greet clients when they visit the office. Alex always has a smile on her face and enjoys chatting with clients and getting to know them better. Alex is an integral part of the team, as the Client Servies Liaison, customer service is her top priority. Her attention to detail and reliability ensure that no task goes unfinished and that all our client’s needs are met.

Alex prides herself on her ability to assist the group promptly and efficiently. Her administrative experience allows her to multitask throughout the day, whether she is scheduling meetings, preparing portfolio reviews, answering client questions, or processing administrative requests. She is focused on her professional development in the financial services industry and joined Wernick Spear Wealth Managers in 2017.

After growing up in Chesterland and graduating from West Geauga High School, Alex attended Columbus State University. Alex currently resides in Cleveland.

Alex has a passion for cooking as well as being outdoors. In her free time, she enjoys trying new restaurants, going camping with family and friends, and can be found reading a book or soaking up the sun at Edgewater Park.