Alek began his career at Baird in 2018 as a transition specialist where he assisted Advisors transition their practices to Baird, ultimately facilitating his father’s transition. He completed the Financial Advisor Training Program in 2019 before joining his father’s team later that same year. Leveraging the skills and knowledge he attained through his Certified Financial Planner ™ designation, Alek specializes in constructing custom, holistic plans for clients to help them navigate the often-mired world of personal finance. Before beginning his career in finance, he graduated from the University of Arizona with a BA in Philosophy, Politics, Economics, and Law.
When not in the office, Alek can be found hiking the Sonoran Desert or serving as a first mate to his father on their many sailing adventures.