Alex takes a comprehensive approach to clients’ specific situations, making sure to address financial concerns in a thorough, easily understood manner. He especially enjoys helping people with tax planning, optimizing Social Security, insurance planning, income planning and investments.

Alex graduated with a mathematics degree from North Carolina State University. He began his career in the insurance and financial services industry in 2019 and joined Top Rank Advisors in 2022.

Born and raised in Queensbury, New York, Alex grew up enjoying the mountains and lakes. He also fell in love with golf at a young age, learning honesty, integrity and sportsmanship along the way — values that serve him well in his career.