As a financial advisor and co-founder at Keystone Financial Group, Alex builds comprehensive financial plans to address client’s retirement and income needs. He listens more than he speaks to gain a deeper understanding of each client’s goals and aspirations. Alex seeks to organize his client’s financial picture and guide them to financial health.
Alex attended the Florida State University where he earned a degree in Accounting and Finance. He spent 2015-2020 with AIG Retirement, Inc building and implementing financial plans for clients. These plans focus on investment management, risk management, managing cash flows, and building wealth. Alex has successfully passed the following industry examinations: Series 7, Series 66, and Florida Life, Health & Variable Annuity insurance licenses. As a CERTIFIED FINANCIAL PLANNER (TM), Alex understands the complex nuance of comprehensive financial planning for clients. He has an expertise in Investment Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning.
Alex lives in Keystone with his wife, Shannon, and their two sons. They enjoy golfing, traveling, swimming and cooking.