Alex M. Lynch

Alex brings a unique level of knowledge and experience to our team, especially as it relates to our most important duty: making sure clients never run out of money. He started his career in financial services in 2008, during the depths of the financial crisis. Progressing from an intern to a highly credentialed and trusted lead financial advisor. He graduated from the University of Washington with a bachelor’s degree in business administration with a concentration in finance and marketing. He is a Chartered Financial Analyst (CFA®), Accredited Wealth Management Advisor (AWMA®),  member of the Wealth Tender Community, and Eagle Scout. Although, he is still working on improving his golf game, he knows how to deliver actionable straightforward guidance to clients.

When not at work, Alex and his wife Chelsea are passionate Huskies (longtime season ticket holders) and Seattle Sports Fans. They love to travel all over the world (married in the Bahamas), stay active outdoors, and enjoy all the beautiful waterfront activities the Pacific Northwest has to offer. If you have a chance, be sure to ask him about Seahawks football.