Alex Sutherland, MBA, CFP®

President and Investment Advisor

Alex Sutherland

Hello! My name is Alex and I’m one part engineer, one part creative, one part teacher, and three parts dad and husband. And most of the time all the parts add up correctly! At home, I’m da-da to my daughter, Nora, who was born December 23, 2016. We drove home from the hospital on Christmas Day, how special is that?! I also go by Alex and many other names (all very positive) to my amazing and talented wife, Lauren. For the most part, I’m chasing Nora around the house, playing trumpet in my music studio, and enjoying a glass of wine with Lauren post Nora’s bedtime!

At work, I sometimes go by financial engineer. It gives me absolute joy to use my creative talents to engineer a financial plan for my clients that is tax and investment savvy. Get this, I actually enjoy strategizing efficient retirement tax strategies and I’m not even a CPA! There likely aren’t many advisors that can make that claim! The very best part of my job is when I’m with a client and they see (and understand) for the first time a picture of their financial future with more clarity and confidence than ever before. It’s awesome when great financial planning turns into reality and clients can go accomplish their ‘bucket list’ like my grandma Boots jumping out of an airplane at age 75! This work truly is life changing!

Curious about all the professional stuff? Check it out below.
I hope to talk soon,

One part engineer, one part creative,
one part teacher, and three parts dad and husband.

Alex has a Mechanical Engineering and Trumpet Performance Degree from Iowa State University and a Masters in Business Administration (MBA) specializing in Financial Planning from California Lutheran University. Prior to Joining LifePlan Group in 2012, he served as a public high school math teacher in Warren County, North Carolina through a program called Teach For America. After teaching Algebra and Pre-Calculus, he worked as a Math Coach, mentoring other math teachers in North Carolina.

Alex is securities licensed as an Investment Advisor where he serves as a fiduciary to his clients, working in their best interest. He is also insurance and long term care licensed, real estate licensed, is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNERTM Professional. Alex is a co-owner of LifePlan Group, along with Ken, and runs the day to day operations to best serve clients and prospective clients.

Meet the Rest of the Team