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
Confidence
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.
