Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Alexander currently holds the Certified Financial Educator Instructor designation by the National Financial Educators Council (NFEC) and is a speaker of Personal Finance Speakers Association (PFSA) - the first national speaker’s bureau to feature financial education advocates, presenters, and speakers.
Boating, Deep Sea Fishing
Check the background of this investment professional on FINRA's BrokerCheck