Teri Alexander

On the record

I took an unexpected turn while I was pursuing a degree in Education and Psychology at Bowling Green State University. Prior to leaving for London, England, where I did my student teaching, I had to complete an elective. The only course available was Personal Finance and, to my amazement, I found it fascinating. After teaching a few years, I started working toward my calling. First at Merrill Lynch, next at a small money management firm in Dublin, and then at a financial planning firm in Upper Arlington. In my quest to be a financial planner, no one seemed to be providing this service in the manner in which I felt it should be done. I wanted to help people who had a vested interest in achieving their dreams and to conduct this in a personable and relaxed environment. So as one of the few women in this profession at that time, I founded Alexander Financial Planning. It was my background in education and psychology, combined with my passion for personal finance that led me to this vocation.