Taking a transparent and empathetic approach to serving you through your financial journey.
As Vice President, Wealth Advisor, Alex works with clients to align their financial resources with their goals through financial and estate planning and investment management. He is passionate about showing clients the financial impact of their life choices, so they can clearly visualize the outcome before making important and complex decisions. As an avid learner, Alex shares his knowledge and experience with clients through clear communication and empathy.
Experience
- More than ten years of experience in the financial services industry
- Certified Financial Planner® (CFP®) professional
- Chartered Financial Consultant® (ChFC®)
- Successfully completed level 1 of the Chartered Financial Analyst (CFA®) curriculum
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
- Investments
Community Involvement
- Supports the Elizabeth House/Care Net of Dane County
- Longtime resident of Wisconsin