Why did you become a financial advisor?

I became a financial advisor because I’ve seen too many athletes and entrepreneurs make millions… only to wonder where it all went a few years later. Growing up in a family of top-performing athletes, I learned early on that making money and keeping money are two very different skills. My mission? To help my clients build lasting wealth so they don’t end up Googling “best side hustles” after a multi-million-dollar career.

What is your specialty?

I specialize in working with business owners and stock-compensated employees, the people whose net worth seems to be buried in spreadsheets, stock options, and “vesting schedules” they don’t have time to decipher. Whether you’re juggling RSUs, ESPPs, IPO lockups, or wondering how much of your own company’s stock is too much, I’m here to help you build a strategy that actually makes sense for your life (and your tax bill).

Most interesting way I’ve helped a client?

Giving a new mother the financial peace of mind to step away from the chaos and focus on raising her newborn son. Because at the end of the day, money is a tool, not the goal. And if your financial plan doesn’t give you more time, more options, and fewer headaches… what’s the point?

Set up a 15-minute chat with Alex