Overview
As a Paraplanner, Alex provides essential support to financial advisors by preparing investment and financial planning reports, maintaining client accounts, and ensuring smooth communication with clients.
Working closely with both advisors and clients, she helps deliver timely, accurate client service while supporting the advisor’s overall planning process.
Alex joined QuadCap in 2025 after beginning her career as a Financial Analyst at Goldman Sachs Ayco.
Outside The Office
Alex lives in the heart of Dallas. With a passion for exploration both locally and globally, she enjoys discovering hidden gems in the city’s vibrant food scene, constantly on the lookout for the next local restaurant to try. Beyond food, Alex has a deep appreciation for antique jewelry, spending spare time searching for unique pieces that tell stories of the past. This love of history extends to Alex’s global travels, where she seeks out interesting cultures, experiences, and inspirations from around the world.