Alex Krider, MBA, CFP®

Lead Advisor
Direct: (503) 347-8218

Passionate about helping clients make smart financial decisions that have a lasting impact

As a CERTIFIED FINANCIAL PLANNER™ professional, Alex works with clients to chart their financial futures and grow their assets, with planning that frequently crosses generations. He uses a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions.

While he grew up in a ‘finance’ family, Alex initially resisted the inclination to follow his father and siblings into a career in finance after college. Instead, he headed to Russia and Germany, where he spent more than a decade working as a writer and editor for several European business publications. His experience interviewing executives and writing about their businesses has been a valuable skill in his career as a financial advisor.

Drawing on his experience as an advisor, Alex has served as president of the board of the non-profit organization Birch Community Services (BCS) since 2017. Every year, BCS distributes more than 10 million pounds of surplus food, clothing, and household items donated by hundreds of local businesses to over 500 financially struggling families. In combination with helping families meet their basic needs, BCS provides financial education and counseling to create sustainable families.

Alex lives in Stafford, Oregon—a rural pocket between suburban West Linn and Lake Oswego—with his wife, Katy, and their two boys, Max and Will. When the weather in Oregon turns cold and rainy, he loves spending time with his family on the slopes of Mt. Hood.


Bachelor of Arts in History, Emory University
Executive MBA in Marketing, University of Münster (Westfälische Wilhelms-Universität Münster)




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