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 two little girls, Nora and Shea, needless to say the house is full of energy (and just some sleepless nights!). 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 the girls around the house, playing trumpet in my music studio, and enjoying a glass of wine with Lauren post Nora and Shea’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,