About me

I grew up in Payson, Illinois with a strong community built on faith, rich farmland, and hardworking people. In 2017 I started at Northwestern Mutual as an intern while attending the University of Missouri- Columbia. As an intern, I passed my life and health exam, SIE, 6 & 63 exams. I graduated from Mizzou in 2019 with a Bachelor of Science in Personal Finance and started my own practice at Northwestern Mutual-St. Louis. At age 22, I became the youngest Financial Advisor to earn the Certified Financial Planner (CFP®) designation in Northwestern Mutual- St. Louis history. I have a continued commitment to education, growth, and development. Since then, I have attained the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Planning (RICP®) designations.

In 2022 I married my wife Lacey who works as an optometrist at Optical Expressions here in St. Louis. When I’m not working with clients, I love golfing, boating, traveling, and spending time with my family and friends.

My mission is to improve lives, protect dreams and build legacies by helping others discover what was previously unknown to them. We do this through financial education and coaching. I am confident that I will serve my clientele to the fullest over the next forty years. Choosing to place your financial planning and trust with a firm is a big decision. We believe that pairing with our Fortune 90, 166-year-old company with an advisor and team that has a forty-year mission will yield an enduring financial plan.

Lending a hand in my community.

Every True Tiger Foundation

Every True Tiger Foundation (ETTF) is a non-profit 501(c)(3) organization formed in 2022 to further advance the University of Missouri student-athlete experience while positively impacting our communities. As the preferred collective of Mizzou Athletics, our mission is to partner Tiger student-athletes with community non-profits to advance the mission of these organizations through the use of their Name, Image, and Likeness (NIL). While ETTF got its start from a few generous, private donors, the long-term impact of the organization will be made possible by support from all Mizzou Tiger fans, alums, and donors.

Every True Tiger

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.

Visit partner website

Alex's Lemonade Stand logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate 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.

Downtown Milwaukee, WI Skyline