Alex works on the Investments & Planning team and he is responsible for market research and preparing financial planning reports for our clients.
Alex holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations through LPL Financial. He graduated from the University of Michigan with a Bachelor of Science in Cell and Molecular Biology. Alex is also a CFA Level I candidate.
In his free time, Alex likes to cook, play video games, and challenge his mind by taking analytics and computer programming courses through Coursera.