Specialties
About Me
Having grown up in a household where financial discussions were commonplace, Alex recognized the importance of these conversations and the impact they have on individuals' lives.
This early exposure instilled a commitment to helping others navigate their financial journeys, particularly those in underserved communities such as young professionals, young families, DINKS (Dual Income, No Kids), the LGBTQIA+ community, and retiring professionals. What sets Alex apart is his approach to financial advising, which begins with building a personal connection and understanding each client's unique goals and values. By fostering open and honest conversations, Alex creates customized financial plans tailored to each individual or family's needs, ensuring they feel confident and empowered in their financial decisions.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MS, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value