Alex Herr is an Associate 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 transitioned into financial advising in 2022, driven by a lifelong passion for financial literacy and planning. 

Alex has a Master’s of Science in Personal Financial Planning from Kansas State University and a Bachelor’s of Science in Financial Services from Maryville University of St Louis. 

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 board member with the Out Professional Engagement Network (OPEN Madison), Alex is dedicated to promoting diversity and inclusion within the professional community.