Ingrid Alexander

Ingrid Alexander

Director of Account Services

Ingrid Alexander has over 20 years of financial service experience.  Her administrative, organizational, and creative skills are a definite plus for the quality of service required for our valued clients.

Her dedication, coupled with strong client-facing skills, and industry knowledge, having served previously in the capacity of Practice Manager, Client Service Manager, and Internal Wholesaler, make her a valuable asset to our firm and we are fortunate to have her as part of our team.  Ingrid enjoys strengthening existing client relationships as well as building new relationships.  Her commitment to excellence, enthusiasm and dedication is very appreciated.

She maintains a Series 7, General Securities Representative license through the Financial Industry Regulatory Authority (FINRA), as well as a Series 63, Securities Agent license through the North American Securities Administrators Association (NASAA). She also holds Life and Health insurance licenses.

Phone 916-369-0878
Fax 916-985-3376