“Being a part of the Truepoint team has provided me with a sense of belonging and it has been so easy to fit right in. I enjoy working with such a compatible team of individuals who put others first—especially clients.”
Alex’s Story
As a member of the tax team, Alex provides support by preparing individual tax returns and quarterly/year-end tax projections. His work helps ensure advisors and tax planners have all the various tax documentation at the ready for client meetings.
When not in the office, you can find Alex outdoors. He particularly loves hiking, skiing, fishing, and golfing. For indoor activities, he can be found at the bowling lanes. And if he’s not playing a sport, you can find him watching the professionals, and he especially enjoys tuning into baseball, basketball, or football games.
Specialties: individual tax returns, tax planning, tax preparation