Alex Spainhoward, CFP® joined Donaldson Capital Management as a Financial Planning Associate in May 2019. In his role, he is responsible for elevating the financial planning competency and client experience at DCM. In collaboration with the Director of Financial Planning and our team of Investment Advisors, he uses his breadth of experience and talents to create and deliver comprehensive financial plans for clients.
Alex grew up in the local Evansville, Indiana area where he graduated from Reitz Memorial High School in 2011. He then spent two years at the University of Southern Indiana before transferring to Western Kentucky University and graduating in 2015 with a Bachelor of Science in Finance with dual concentrations in Financial Planning and Financial Management.
In 2016, Alex began his career with Northwestern Mutual as an Associate Financial Representative. Alex helped assist multiple advisors with the creation of financial plans, investment analysis, and client meeting preparation. Over the next three years, Alex advanced to the role of Associate Wealth Management advisor where he gained valuable experience in the investment and insurance fields. While at Northwestern Mutual he obtained his Series 7 and Series 66 investment licenses, as well as, his Life and Disability insurance licenses.
In 2019, Alex successfully completed the CFP® Board’s requirements for certification and is a Certified Financial Planner™ professional.
Alex and his wife, Ashley, were married in the fall of 2019. In his free time, Alex enjoys watching sports, being active in CrossFit, traveling, chasing his dog Cayde, and spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.