Personal

I came from the birthplace of the cheesesteak to the land of the cheese-heads in 2016. I attended West Chester University for a degree in Secondary Education and worked in bars and restaurants for a decade. I played high school and club volleyball and began coaching volleyball in 2014. I coached High School, Middle School and club traveling all over Wisconsin and the country.

My wife, Sam, and I got married in 2019. We met coaching a volleyball camp in 2016 and never looked back. She attended Concordia University-Wisconsin and got her degree in Primary Education. She taught at Hope Christian Schools up until 2024 when our first daughter, Olivia, was born. She now is a full-time kick butt mother and manages her own vintage clothing business.

I am so proud to be a girl dad raising Olivia to be empowered, empathetic and faith-forward in her pursuit of life. My wife is my absolute rock and gives me so much drive to be better, do better and provide more for myself and everyone around me.

I'm a die-hard Philly sports fan, I love cooking and anything culinary and I am one of the better people to call to join your bar trivia team. 

Alec and Sam at their gender reveal in 2023

Professional

After much consideration regarding my own future and the future of my family, I wanted to combine two of my missions into one; coaching & conversation. Managing in the service industry for a decade has equipped me with the ability to hold meaningful and impactful discussions across a wide variety of subjects. Now I get to have those same conversations in alignment with your needs - personally, professionally and financially. I am now equipped with the knowledge, education and support of my team to take action on those conversations and create a truly impactful relationship for many years to come.

 

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I aim to create education on anything and everything you've wondered regarding your financial picture. Allow me and my team to be the all-in-one tool at your disposal. 

Alec & Liv

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

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Nicole M Smith

Financial Planning Associate

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Kristin Bridges

Financial Planning Specialist

Get to know my dedicated Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

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Jack Ramsey

MBA

Financial Advisor

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Darrin Englebert

CFP®, RICP®

Wealth Management Advisor

Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.
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Christopher Fugman

CFP®, RICP®, CLU®, ChFC®, CASL®

Partner & Wealth Management Advisor

I help successful people plan. I see a lot of people who are doing the "right things" but most have no idea how they are doing in relationship to their long term goals. By helping people develop a plan, our team can encourage families to enjoy life (without guilt) because they have taken the necessary steps to secure tomorrow.
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Alex M Marchan

CLTC®

Managing Director

As a Financial Advisor I strive to build Financial Security for everyone. Financial security is often a major objective in each of our lives. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.