About Me
Alec runs a national, comprehensive financial planning practice building holistic, strategic financial plans, with a keen and consistent focus on tax efficiency. Alec and his team create and help to implement these custom plans for individuals, families, and businesses/business owners. Alec has an exceptional capacity to integrate wealth management, risk management, tax-bracket management, sequence of return risk, and estate planning into a singular, cohesive plan for his clients.
Anyone working with him can expect the utmost respect, honesty, and undivided attention.
CA License #4045338
Education
Loyola University Maryland - Business Management, Information System (BBA)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
