Meet The Team
The team behind Alexander Financial Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Joe Alexander Partner and Co-Founder
Joe is a graduate of Texas Tech University and honed his professional skills in both the aviation and automotive fields before concentrating all of his efforts on the financial services industry almost twenty years ago. He is a former Trustee and two-term Chairman of the Investment Committee of the First Presbyterian Church Foundation of Dallas. Joe is also an instructor for The Prepare Institute, a national 501(c)3 non-profit educational institution that provides tuition-based college style financial education courses. He holds a Series 65 securities license, is a fiduciary and is an Investment Advisor Representative with Transce3nd, LLC.
Steve Alexander Partner and Co-Founder
Steve is a former police officer for the City of Mesquite and also served as a 6-term council member. Upon his retirement from the council, the city renamed a street after him in recognition of his commitment to neighborhood revitalization. His background gives him unique insight into the Texas Public Retirement System and the experience needed to help our clients build successful retirement and financial strategies. Steve has been helping first responders and their families for over thirty years.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a class.
