Meet Alec


As a CERTIFIED FINANCIAL PLANNER™ professional, Alec is passionate about helping his clients manage their wealth and achieve a strong financial future. He combines his financial expertise and deep analytical knowledge to provide a personalized and diverse set of financial planning services to his clients.

Alec places an emphasis on deepening his relationships with his clients to create a holistic understanding of their financial goals to chart and manage their path to success.

Alec lives in Chicago, Illinois with his English Bulldog, Wilson. He enjoys reading historical non-fiction, good restaurants, Chicago sports, and traveling.


Best Financial Advice:

"If you want to build wealth, it requires a long term plan and patience.”

Favorite Quote:

"Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

Favorite Food:

Crab Legs

Favorite TV Show:

It’s Always Sunny in Philadelphia

Favorite Movie:

There Will Be Blood

Bucket List:

Swim with Great White Sharks in Cape Town.

Place I’d most like to visit:

St. Petersburg, Russia

Taking the First
Step Toward

The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals. It all starts with a conversation. Let’s talk.