BASE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Certified Financial Planner
Alex is a Certified Financial Planner®. He brings over a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor's degree in economics from Texas A&M University. He currently holds several security licenses including his series 7, 9/10, and 66.
Job Titles:
- Administrative Support Specialist
Job Titles:
- Financial Advisor
- Principal
Sean Koscho is a financial advisor with a passion for helping others - whether that's in the office managing their wealth, as a passionate 10-year high school football coach or in the line of duty, for the last 10 years, as a Firefighter/EMT with the Sarasota County Fire Department.
Sean grew up in Pittsburgh, PA and later attended Harvard University, finishing as a 3-year starter on the football team with a degree in Economics. Upon graduating, he spent 13 years on Wall Street, working for Merrill Lynch and Bank of America on their institutional Equity Derivative and Convertible Bond trading desks. With a growing family, and a desire for a warmer client, he moved to Sarasota, Florida.
After volunteering at their local elementary school and pursuing his passion for triathlons, ultimately competing in over 30 races, including 3 Ironman's, he decided to pursue his childhood dream of being a firefighter. After attending Manat ee Technical Institute for EMT training and St. Petersburg College Fire Academy for firefighting, he has worked for both Hillsborough County Fire Department and Sarasota County Fire Department.
Utilizing his insights as a 13-year Wall Street veteran and firefighter, Sean joined Base Wealth Management in February 2021 with the goal of helping others navigate the financial concerns typical of anyone concerned about retirement, whether in the public sector with pension questions or how to invest in the Deferred Comp or DROP plan, or typical IRA's (Roth),Solo 401(k) or college savings.
When Sean isn't building financial plans for his clients, you can catch him spending time with his family. His eldest son, Jack, graduated with a degree in Biomedical Engineering from Carnegie Mellon University and now works as a technology consultant for Deloitte and his younger son, Sam, graduated from Dartmouth College with a degree in economics and will start his career at Noble Environmental in Pittsburgh.
His daughter Sally is finishing up freshman year at the University of New Hampshire. Sean has been married for 25 years to Suzanne, who is a professional photographer in Sarasota at Koscho Photography. When not staying fit through running or biking, you will likely find Sean traveling with his lovely wife.
Education
- Harvard University, Bachelor's Degree in Economics
Job Titles:
- Client Onboarding Specialist
- Onboarding Specialist
Suzy is a Client Onboarding Specialist. She has more than a decade of experience in customer service and managing accounts for self-insured entities in the insurance industry. Prior to working for Base Wealth Management, Suzy worked for Johns Eastern Company, Inc. in Lakewood Ranch, FL for 13 years as an Account Manager and Supervisor of Special Accounts. Her emphasis on customer service and attention to detail create strong client relationships. She received her bachelor's degree in finance from the University of South Florida.