Alex has been helping individuals, families and business owners through holistic financial planning since 2012. He Graduated from Michigan State University in 2011 with a B.S. from the College of Social Science. Alex joined the RWS team in 2017.
Alex has his series 7, 6, 63, and 65 license and his life & health license.
Alex has a passion to help starting professionals, medical residents, and physicians with their risk mitigation, student loan management, and investment accounts. This provides the pathway for future success for our millennials. Alex also spends his time helping business owners prepare bullet-proof succession plans. By properly funding buy/sell plans, providing mechanisms for key employee retention, and maximizing the use of retirement plans, Alex has a passion to see his closely held family businesses withstand the test of time successfully.
Alex is married to Cassandra and has a son Isaiah. Playing soccer his whole life, Alex still plays on different soccer leagues throughout the year. He spends his free time with his wife and son, and enjoys hiking, camping, biking, and anything outside!