Alex believes in helping families find more joy and contentment with their money — identifying pathways to financial growth and retirement goals without sacrificing life’s quality moments.

With nearly 15 years of experience, Alex helps families blend the numbers side of financial planning — drawing on his love for planning and spreadsheets — with the creative side of financial planning, incorporating families’ aspirational goals and dreams. What sets him apart isn’t just his ability to craft practical solutions and offer holistic advice, it’s the genuine connections he makes with the people he serves.

Alex’s credentials include CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor designations. Alex holds his life and health insurance license and has passed the Series 66 securities exam.

A graduate of the University of Massachusetts Amherst with dual bachelor’s degrees in corporate finance and sports management and a minor in economics, Alex has always been interested in planning and creative problem-solving. He loves making a lasting impact for families through his work.

He and his wife, Mimi, have a young son, Christian, and a Great Dane named Zena. Originally from Connecticut, Alex and Mimi are proud of their strong Christian values and excited to raise their family in Florida. They love to travel the world, stay active outside and visit the beach. The family also enjoys piling into Alex’s six-speed convertible Mustang for a fun drive on beautiful days.