“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 supports advisors and tax planners by preparing individual tax returns as well as quarterly and year-end tax projections. His work helps ensure all necessary tax documentation is organized and readily available for client meetings.
Outside the office, Alex enjoys staying active and spending time outdoors. He loves hiking, skiing, pickleball, and golfing, and for indoor recreation, he can often be found at the bowling lanes. When he’s not playing sports himself, Alex enjoys watching the Bengals and Reds.
Specialties: individual tax returns, tax planning, tax preparation