Alex is a versatile and experienced financial services professional with a background that makes him an effective sounding board for clients. Alex believes in putting others first. This is a philosophy that he embraces by listening to our clients’ care-abouts and goals, being thorough in helping deliver solutions that meet their objectives, and being deeply thoughtful when assisting clients with any of their needs. His start-to-finish involvement in the planning process helps ensure that important client-based variables are accounted for. He is a passion advocate of the Coordinated Plan process. His tenacity and dedication make Alex a perfect fit for serving our clients.
Alex says: “I truly believe that we make a profound difference in our clients’ lives. I am passionate about helping people and one of the best ways we can do this is by making sure that our clients understand their goals and are moving diligently towards a much more secure financial future that gives them the peace of mind to have a great night’s sleep.”
A lifelong resident of the Rochester area, after graduating from Fairport High School, Alex attended SUNY Brockport where he earned his Bachelor’s Degree in Business Administration. Alex holds a New York State Life & Health license, and FINRA Series 7 and 66 designations. Outside of the office he enjoys travel, is an avid reader of military history and is a blackbelt in martial arts.