Behind every financial plan is a dedicated team of professionals committed to your journey. Our team combines expertise, experience, and a client-focused approach to help you pursue your goals. Get to know the people who will partner with you every step of the way.
Financial Advisor
Alex Herr is a Financial Advisor with Summit Financial Advisors, specializing in empowering individuals and families to work towards their financial goals. With nearly a decade in the financial services industry, Alex joined Summit Financial Advisors in 2022, driven by a lifelong passion for financial literacy and planning.
Alex has an MS in Personal Financial Planning from Kansas State University and a BS in Financial Services from Maryville University of St Louis. Alex also holds the Chartered Financial Counselor® (ChFC®) designation. ChFC® professionals are experienced financial advisors who have educated themselves to develop strategies customized to your specific needs.
Having grown up in a household where financial discussions were commonplace, Alex recognized the importance of these conversations and the impact they have on individuals' lives. This early exposure instilled a commitment to helping others navigate their financial journeys, particularly those in underserved communities such as young professionals, young families, DINKS (Dual Income, No Kids), the LGBTQIA+ community, and retiring professionals.
What sets Alex apart is his approach to financial advising, which begins with building a personal connection and understanding each client's unique goals and values. By fostering open and honest conversations, Alex creates customized financial plans tailored to each individual or family's needs, ensuring they feel confident and empowered in their financial decisions.
Outside of work, Alex and his husband, Ryan, enjoy exploring their culinary skills in the kitchen, embarking on new travel adventures, and tackling DIY projects around the house. As a former board member with LGBTQIA+ non-profits, Alex is dedicated to promoting diversity and inclusion within the professional community.
Client Coordinator
As our Client Coordinator, Tyler plays a vital role in ensuring our clients have a seamless and positive experience. From scheduling appointments to assisting with day-to-day client needs, she’s dedicated to making every interaction smooth and efficient. With her organizational expertise and friendly approach, Tyler helps keep our team running smoothly while ensuring every client feels supported and valued.