Selecting the best approach to retirement planning felt overwhelming until I started working with Alex. Alex was able to break down all my options clearly and counsel me in a direction that feels both reasonable and smart given my long term priorities. Not only is Alex easy to talk to, kind and a great listener, he’s a problem-solver with a can-do attitude. I just wish I started working with Alex sooner. I highly recommend Alex to anyone in need of a trusted advisor when making difficult decisions pertaining to retirement and insurance.
I have known Alex for many years, and I can confidently say that he is one of the most intelligent, hardworking, honest and personable persons I have ever met. Alex has an incredible ability to solve problems and bring people together. Moreover, he is one of the very best communicators I have ever gotten to know. His integrity and work ethic are unmatched, and he always approaches challenges with a solution-oriented mindset.
Alex has been a trusted advisor of mine for years. He is a leader with an extensive network… an expert at bringing diverse resources together to find opportunities, and get the job done. He is highly intelligent, approachable, adaptable, entrepreneurial, and honest.
Alex is a collaborative partner that I had the pleasure of working with for four years. Alex is committed to his customers and getting things across the finish line. He is engaging, quick to action and open to innovative solutions.
Alex’s character, knowledge, passion, attention to detail and keeping his eye on the objectives and making budget numbers and staying within budgets to achieve a team goal with out sacrificing his personal growth and goals.
