Alex Mark Whitten

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Years ago I found passion for coaching Lacrosse because of the positive impact I had in the lives of my players, and their families.  I find that same enjoyment as an advisor.  I love this job.  The emotional reward of working with clients to positively impact their financial future is profound for me. 

As an advisor, I look to create financial plans that address the goals which are most important to my clients and their families.  Those plans provide a lasting impact on their financial future, and will help protect the people who are most important to them.

I would love to help identify your personal and professional goals, and develop a plan that addresses your needs and gets you started on the path to financial security.