Financial Advice that Makes the Complex Simple.
As a Wealth Strategist, Alex provides advanced wealth planning services for high-net-worth clients across Carson Private Client. He focuses on clients’ needs in the areas of business planning, cash flow, tax planning, major purchase planning, risk management, retirement planning and estate planning. Alex most enjoys helping client families pursue their goals by making complex strategies easy to understand and creating an actionable roadmap for the future.
Prior to joining Carson, Alex delivered wealth planning leadership to private wealth management offices across a 25-state footprint for a national bank, and has been in the financial services industry for 13 years. He specialized in working with closely held business owners and executives.
Alex earned his bachelor’s degree in Finance from the University of Northern Iowa and his MBA. from the University of Iowa Tippie College of Business. Additionally, he holds the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® and Accredited Estate Planner® designations.
Alex is actively involved with the Cedar Valley Humane Society and Junior Achievement of Eastern Iowa. When not working, he enjoys reading, traveling, fishing and bicycling. Alex and his wife, Bridget, have a 2-year-old son named Hunter and make their home in the Cedar Rapids/Iowa City corridor.
What’s your favorite food?
Texas-style smoked brisket
Best piece of financial advice you received?
Don’t be penny-wise and pound-foolish
“Imagination is more important than knowledge. For knowledge is limited to all we now know and understand, while imagination embraces the entire world, and all there ever will be to know and understand.” – Albert Einstein
If I could meet anyone, past or present, who would it be?
“The Joy of Living” by Yongey Mingyur Rinpoche
Favorite movie or TV show?
“Good Will Hunting”
What motivates you?
Helping others find their joy
Name something on your bucket list?
Learn how to fly a plane
Place you’d most like to visit?