Alex understands the value of what comprehensive planning can do for one’s financial goals. He believes each stage of life brings its own unique financial opportunities and having the right strategy in place is key to providing for future stability.
Before becoming a member of the Ascential Wealth team in 2019, Alex worked for another independent advisory practice in Minneapolis. While there, he received the CERTIFIED FINANCIAL PLANNERTM certification after completing the CFP® Board’s educational, experience, examination and ethical requirements. As a CFP® professional, Alex is a fiduciary, which requires him to act in a client’s best interest. Being held to this high standard provides for true objective financial service.
Alex is a graduate of Minnesota State University – Mankato where he received a bachelor’s degree in finance with a concentration in financial planning and insurance. While there, he received his personal financial planning certificate from MSU’s CFP® Board registered program. Originally from Superior, Wisconsin, Alex now resides in Duluth with his wife, Sara. Away from the office Alex enjoys playing a round of golf, cooking and bird hunting in the fall.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.