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. 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. He utilizes creative designs, and out of the box thinking to handle any insurance need, from high-level estate & business planning, to the overlooked realm of long-term care.
Alex is originally from Big Bear Lake, CA and after graduating from California Lutheran University, he worked as an Assistant Golf Professional at North Ranch Country Club. He now resides just outside of Atlanta, GA where he oversees our East Coast territory. In his free time, he still chases the dream of being an elite level amateur golfer.