Alex joined Waddell & Reed in 1982, and LPL Financial in 2021, she has a BA degree in Finance from the University of Montana. She is experienced in planning and financial analysis to assist her clients with their unique situations. She is an active member of the Missoula Chamber of Commerce Agriculture Committee, as well as involvement in organizations such as Kiwanis Club, Permaculture Institute, Montana Draft Horses and Mule Association.