Alex has been working in Wealth Management for 10 years. Prior to becoming a Wealth Advisor, Alex played baseball in college and coached for several years after graduation. Although Alex recalls several valuable lessons learned from baseball, as a pitcher, his number one lesson learned was – “always have a game plan in place”. He continues to use that methodology when working with clients on their Financial Plan, and strongly believes having a strong financial plan in place will help you through anything life throws at you.
Alex loves developing relationships with clients and having the opportunity to sit down, get to know them, and what is important to them, and then being able to create a plan that fits their goals and lifestyle. In an ever-changing world, there is often a need to pivot and come up with strategies that will help keep client’s goals on track, and that continues to be one of Alex’s favorite parts of this role.
Outside of the office, Alex enjoys traveling, skiing, golfing, going to concerts and spending time with his wife Elise. Alex and Elise live in Kirkland with their two dogs Gunnar and Milly, and if you looked at his camera roll, there is no shortage of dog photoshoots. Alex loves to try new breweries and collect stickers from each one for his Yeti cooler. Elise is also determined that he is on the hunt for the world’s best breakfast burrito and fried chicken sandwich, because he never turns one down if it is on the menu when they eat out. If you have found the best….make sure to let him know!
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