Alex has served as an Advisor to his clients for more than 27 years. Raised in Jackson, he began his career alongside his father Jim and remembers his start well… “After the 1987 market crash, my dad had me visit other firms across the nation, with which my dad had good relationships. He wanted me to see firsthand how they were handling the current financial situation – the timing of my entrance into the business gave me a unique perspective on handling client risk”. He is committed to assisting clients in maximizing their full wealth potential.
Alex is a graduate of Western Michigan University and is a registered advisor with Summit Brokerage Services, Inc. His professional registrations include: Series 7, 63, 66, 24, 27 and Variable Annuity & Life Insurance licenses. Alex is committed to helping individuals and businesses maximize their full wealth potential. Outside of the office Alex is an avid scuba diver, has a passion for traveling & attending a variety of music concerts and enjoys time restoring the company’s Model A.
You may access Alex's professional background on FINRA's BrokerCheck: http://brokercheck.finra.org/