About Alexander Newby
From a young age, I’ve been passionate about goals, finances, and entrepreneurship. I even started my first business in third grade. Today, my mission is to help people clearly define what they want out of life and build a practical strategy to achieve it through guidance, education, and thoughtful planning.
My past experiences in the business and non-profit world strongly influence how I serve my clients. I enjoy working with church and nonprofit leaders, business owners, and those who want to leave a lasting legacy for their families and communities through generosity.
I’m also very involved in my community. I attend & serve at Canyon Ridge Christian Church, volunteer with multiple local social programs like United Way and Three Square and regularly give back through Thrivent Action Teams.
Outside of work, my wife and I love to travel, but we’re just as happy spending time together in the kitchen cooking great food to share with friends.
Personal and Family Planning
My team and I have the pleasure of working with individuals, families and business owners to establish plans that help them build, protect and distribute their wealth by addressing the following:
- Retirement Planning (Accumulation & Distribution)
- Investment Management
- Risk Management & Insurance Planning
- Advanced Tax Planning
- Estate & Legacy Planning
- Planned Giving Strategies
Our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.
Church and Non-Profit Planning
We partner with nonprofit organizations to strengthen their financial foundation, support staff, equip donors for more intentional giving, and expand community impact. Our approach is flexible and collaborative, starting where your organization needs the most help today and growing alongside your mission over time.
- Financial operations support, including endowments, gift administration, and complex gift planning
- Staff support solutions to promote financial well‑being, retention, and long‑term sustainability
- Donor education focused on tax‑efficient and legacy giving strategies
- Community engagement tools that activate volunteers and amplify mission impact
Meet My Team
