Alex works with financial planners, money managers, and high-end insurance producers by spearheading the effort to grow the Life & LTC side of their businesses in the most efficient way possible. He has been able to annually add 6+ figures of top line revenue to advisor’s businesses, while also creating, protecting, and transferring wealth for some of the most mass affluent clients in the country. Alex is originally from Big Bear Lake and after graduating from California Lutheran University, he worked as an Assistant Golf Professional at North Ranch Country Club. In his free time, he still chases the dream of being an elite level amateur golfer.


Feel free to reach him anytime to inquire about his services by sending an email to


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