Alex has been at Northwestern Mutual since 2012. He started his career after graduating from Linfield College as an intern. After being a financial representative for a year Alex moved into an associate Wealth Management Advisor role. He used this time to gain more knowledge in retirement, business & estate planning and running a wealth management practice. He now uses this background with current
clients in creating savings strategies, positioning tax-efficient strategies for retirement distribution, and working with businesses on benefits for their employees and ownership transitions. Our practice stands apart from other advisors by pairing our clients vision, values and goals harmoniously with the best tools, tactics, and strategies that are out there in the marketplace. Everyone is different and we treasure those differences. We work as hard as we can to be well informed and updated with current law so that we can educate our clients to the best of our ability and make recommendations as if we are sitting in their shoes. We work to create an environment that challenges both our team and our clients to become better versions of ourselves each day. Our team's vision is to grow our practice with clients we enjoy working with, who love their families, businesses, community, and value our advice. We strive to create long-term relationships so that we can be beside them throughout their life and celebrate together when their goals and dreams come true. A mentor of Alex’s told him early on “Our friends are our clients and our clients become our friends” as well as “make it a great day for someone in need”. We hope to embody these sayings by serving our community and clients to the best of our ability, and establishing an environment where each person we meet is valued and respected.
