Professional
My team values building personal relationships with each and every one of our clients. A huge gap in the financial planning industry is the educational piece that goes along with building and managing a plan; it is not simply enough to have a plan, but understand why that plan in being put in place. It is our priority to be as transparent as we can while taking your best interests to heart. At minimum, we will be updating your plan each year to ensure that you stay on track.
One of the many strengths of being on the younger side of advisors in the industry is that I am able to provide an ongoing, long-term relationship with my clients and grow with them through the most important events of their lifetimes! I am the first to admit that every person has an emotional tie to their money (myself included), which is why it is so important to make educated decisions in planning for the future.
I have always loved leadership roles and am an active mentor in developing the new advisors in our office. I am also a College Unit Director and help run our internship program, which was ranked number 1 in the entire company as of 2022. One of the reasons that I love this career is that I am continuously supplementing my experience with education and working towards new designations!
Education
Endicott College - Finance (Bachelor of Science)
My fiancé, Michelle, and I are excited to share that we are engaged as of this year!
Personal
I grew up in Carver, Massachusetts and attended Endicott College in Beverly. During my childhood, I was surrounded by family members that worked in the finance world. My father built decades worth of connections as a tools distributer and as a three-year-old, I would meticulously count the dollar bills in his shoe box stash.
At Endicott I locked down a college internship at Northwestern and quickly found that my passions aligned with those of the generations before me. During my college experience I played D3 soccer and had the opportunity to study abroad in Madrid, Spain. I still continue to prioritize travel and have journeyed across multiple states and continents with my fiancé, Michelle. We just got engaged this year and are excited to begin planning our 2024 wedding! I am a proud 3rd generation Armenian, love to golf and go snowmobiling in the Great North Woods with my family whenever I have the chance!
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.
Here are my areas of expertise
Insurance Protection Strategies
Retirement Planning & Income Strategies
Long-Term Care Planning
Investment Planning & Strategies
Financial Planning
Tax-Efficient Strategies
Education Planning & Funding
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.
