Alex’s career in the financial industry started in Minneapolis, Minnesota after graduating from the University of Minnesota. He is a CERTIFIED FINANCIAL PLANNER® practitioner. Alex begins managing your wealth by developing a deep understanding of your full financial picture. Based on what matters most to you, he creates a strategy as flexible as today's changing market conditions and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Alex now lives in Naples, Florida with his wife Kaylie, and two daughters. When he is not working, he enjoys cooking, fishing, traveling and spending time with his family. Alex follows the deep-seated Merrill tradition of participating in the communities we serve and is a Board Member of United Way Collier County and the Keys.","Alex’s career in the financial industry started in Minneapolis, Minnesota after graduating from the University of Minnesota. He is a CERTIFIED FINANCIAL PLANNER® practitioner. Alex begins managing your wealth by developing a deep understanding of your full financial picture. Based on what matters most to you, he creates a strategy as flexible as today's changing market conditions and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Alex now lives in Naples, Florida with his wife Kaylie, and two daughters. When he is not working, he enjoys cooking, fishing, traveling and spending time with his family. Alex follows the deep-seated Merrill tradition of participating in the communities we serve and is a Board Member of United Way Collier County and the Keys.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
