Alex is a Paraplanner at Alliance Wealth Advisors, supporting advisors through detailed financial analysis, plan preparation, and behind-the-scenes planning support. He studied Accounting and Financial Planning & Counseling at the University of Utah, providing a strong foundation in both the technical and personal aspects of financial planning.
With a background in financial counseling and as an Accredited Financial Counselor, Alex brings thoughtful analysis, organization, and personalization to the planning process.
Outside of work, Alex enjoys mountain biking and fishing, and values spending time with his wife Morrea.
Alex Lewis
Alex Lewis
Operations Associate
801-683-6000
855-798-6600