Chief Compliance Officer / Director of Operations & Marketing
Alex joined Turning Point in 2014 after starting her career in real estate development and property operations. In her role as Compliance Officer for the firm, she is responsible for overseeing the compliance program at Turning Point Financial, a Registered Investment Advisor, and the Investment Advisor Representative activities who affiliate with the firm. In addition to compliance supervision, Alex oversees the back-office operations for the firm, to include client service initiatives, operational systems/processes and human resources.
Alex obtained a Bachelor of Science degree from Arizona State University in Tempe, Arizona and a Master of Business Administration (MBA) from Mount St. Mary's University in Emmitsburg, Maryland.
She loves all things design, and in her free time, you can usually find her reorganizing, painting, or dreaming up her next DIY project. Alex lives in Middletown, MD with her husband, Jordan and their 2 kids, Harper and Max.