Giving clients guidance that’s right for them
Years in the industry: 7
Years with CMA: 7
Licenses and Education: Series 7, 66, CFP® BA from Gustavus Adolphus College
Alex helps maximize his client's success and outcome via a unique investment principle: helping them look at the big picture.
He understands how one aspect of investing can impact another. That’s why he helps clients take the proper approach in a variety of services: risk and investment management, cash flow management, retirement planning, tax planning and preparation, estate planning, executive compensation, as well as charitable and legacy planning.
Taking a holistic approach with his clients has enabled him to plan and manage their investments in the best way possible, helping to maximize their impact for an even brighter future.