My Story
I was raised and currently live in the Hudson Valley, attending Red Hook High School and SUNY New Paltz for an undergrad degree in Finance. My financial planning story actually started at SUNY New Paltz, where I attended a senior seminar regarding careers in finance. It was right then and there that I knew a career in financial planning with Northwestern Mutual was the path for me. I entered the internship program with Northwestern Mutual in 2016, became a full-time financial advisor in 2017, and the rest is history!
My leadership journey started in athletics. I was a captain of the Red Hook Varsity Football team and upon graduation, coached multiple junior athletic teams and camps including the Red Hook Pee Wee wrestling program. After graduating from the Northwestern Mutual Internship program, I quickly became the College Unit Director in 2019 of our entire office’s internship program. In 2022 I became a Growth & Development Director, shifting my leadership focus from the internship program to new financial advisors entering the firm in which I current still do to this day.
Outside of the office I can be found in Wappingers Falls at local parks, golf courses, or walking around town with my wife and 2 dogs.
Lending a hand in my community.
I have always had a passion for helping my community, especially helping the next generation grow and create a better future for themselves and those around them
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours. Our agency hosts a number of events throughout the year to support ALSF including lemonade stands and our annual Lemon Golf Tournament.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
