In the Spotlight: Meet Alex Horner

Since graduating from the University of Kentucky in 2013, Alex has been in a tireless pursuit to become the best financial professional he can be. We put Alex in the spotlight to hear his story, pick his brain, and discover more about what makes him tick. Check out the interview below.

Thanks for being here, Alex! First off, tell us a little bit about where you are from and what sparked your interest in this industry.

Certainly. Well I grew up in the City of Fort Thomas, Kentucky in a family of 5. Growing up I was always good with numbers and fascinated by the business world, which is why I went on to study finance at the University of Kentucky.

While attending UK I had the chance to study abroad in England, which was a life changing opportunity. During my time there I worked at BBC in the corporate finance division. I had such a great experience there that I decided to pick up a minor in international business as well. Going forward I knew I wanted to continue down this path to secure a career in finance.

What was your post-grad life like? How did you come across Skylight?

After graduating I went searching for opportunities that would allow me to utilize resources and gather as much experience as possible. I started at Fidelity Investments in Covington, Kentucky. The role was a lot of basic customer service support—you would be shocked how many people need help resetting their passwords! It wasn’t a flashy job, but it taught me a lot about working with people, understanding their perspective, and being more than just a voice on the phone.

Things started to fall into place for me, I took on more of a sales role and would eventually receive my CFP certification. After 4 years at Fidelity I decided to move out to Scottsdale Arizona to work as a financial consultant.  I was out for a bit before I realize how much I was missing my family—I had a niece before I left and after a year I had 3 nieces and a nephew! Being a part of their lives was super important to me, which is why I decided to head back to the Cincy area.

I was fortunate enough to know Mike Kessling at Skylight, and he introduced me to Charles Cooper. After hearing about the opportunities that this company would offer me, I jumped on the chance to open my practice with this team!

You have been in the financial services industry for over 5 years now. What advice would you give to someone who is just starting?

It would be this—treat every moment as a chance to take in knowledge from the people around you. This is not an industry for lone wolves, so if you are planning on tackling things solo, you will have the hardest time. Be constantly searching for guidance to most effectively approach these new experiences.

I think it is also worth mentioning this—go after your licenses while you’re young. These tests require 20 to 30 hours of study time a week, which is a lot easier to commit to if you’re not married with kids!

What would you say is the most rewarding aspect of your job?

I would say being there for my clients when their new sense of confidence starts to sink in. I have had clients come in convinced that they do not have the proper resources to reach their goals. Watching them go from frantic to composed while mapping out a course for them is beyond rewarding.

Outside of the office, what is it that you are passionate about?

Growing up my family was very active with our local church. One of the many programs we participated in was called Family Promise. Family Promise is devoted to assist families that are experiencing temporary homelessness, which can be cause by the loss of a job or addiction problems. Once every 2 months or so my family will support anywhere from 2-5 families, helping regain their independence through local programs. Sometimes I will help prepare meals or drive the children of these families to a day care for the day.

Besides that, I also enjoy golfing, skiing, and hanging out with my family…I’m honored to be known as “the fun uncle.”

Thanks Alex!

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