About Alex
I make sure to work closely with you to develop a strategy focused on your goals.
My Mission
My client-focused approach is the secret to our longevity. I'm ready to work with you at every juncture in life.
The Support You Need
As an experienced financial advisor, I will work with you to delve deep into your financial history and future goals. From there, I'll create a few custom plans to get you started, and I'll guide you every step of the way.
Retirement Planning
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. I'll work with you and your family to develop a strategy that meets all your needs.