Financial Adviser | Senior Partner
Alexander focuses in working with individuals, young families, retirees and business owners to assist them in attaining their financial goals. He takes time to understand what his clients truly want and applies advanced concepts to help achieve clients’ goals. Alexander uses investment strategies to bridge lump sum pension buyouts; life insurance and the benefits to loved ones, disability insurance and long-term care insurance to formulate a sensible strategy that will endure for the long haul. Alexander is dedicated to bringing added value to the consulting process by assessing his clients’ immediate needs and ensuring their future goals are considered part of a long-term plan.
Alexander’s approach to consulting with his clients is based on a four-step process that identifies financial concerns: addresses client concerns, recommends short-term solutions, recommends long-term solutions, and implements recommendations. He is focused on building life-long relationships with his clients and following through or modifying strategies as necessary over the life of the client relationship. Alexander can recommend strategies for protecting against an unanticipated loss of a wage earner, a crippling disability, or a long-term care event that would put a financial and emotional strain on a family.
Alexander is an Oakland University Business Finance graduate and is engaged in the local community by volunteering his time performing community service at his church. He is also engaged as a volunteer for the Wounded Warrior Project and helps raise funds for wounded veterans.
Alexander has a passion for the outdoors and enjoys following college and professional sports. He spends his leisure time improving his golf game and plays at many of Michigan’s most challenging golf courses. He also enjoys traveling to experience new cultures and languages. Alexander currently resides in Rochester, Michigan with his wife Rachel and daughters Kennedy and Presley.