Chief Compliance Officer

Alex Ireta

Alex's personal bio

Alex is a native Texan and graduate of the University of Texas in San Antonio with a Bachelor’s in Accounting.

He is a husband to a Certified Public Accountant (CPA), making them an official financial family.

He spends much of his time outdoors and with his two beautiful children.

Every day, I wake up and think about how to protect our clients.
  • Joined the team:
    January 2010
  • What motivates Alex?
    Helping others realize their true talents.
  • Hidden talent:
    Former Mariachi Guitarist, home projects and working on cars. Translating Finance into Spanish.
  • Community Involvement:
    Volunteer for the Food Bank, Animal Shelters and Pop-Warner Football Coach.
  • Interests:
    Football, Basketball, Hunting, Documentaries and Classic Cars
  • Favorite book:
    Total Money Makeover by Dave Ramsey, First Break All The Rules by Marcus Buckingham
  • Favorite team:
    Dallas Cowboys and San Antonio Spurs