Alex builds partnerships with insurance professionals, wealth management firms, and trusted advisors for clients and families. Alex is passionate about engaging with existing and prospective relationships to create lasting partnerships for the benefit of serving families and business owners.
In 2007, Alex joined the financial services industry as an individual life, annuity and securities producer with Thrivent Financial. In 2012 he moved into the insurance distribution field to provide life insurance support as well as disability insurance, health insurance and annuity expertise for advisors of LPL Financial. After discovering an aptitude for estate and life insurance planning, in 2014 Alex joined PartnersFinancial supporting top wealth transfer firms nationwide. A desire to get back closer to working with clients, families and their trusted advisors drove Alex to join the Momentum team in 2019, where he now works to grow strategic alliance relationships.
Alex attended Gustavus Adolphus College in St. Peter, Minnesota where he graduated with a Bachelor’s Degree in Economics and played on the varsity soccer team. In his free time, Alex enjoys golfing and spending time with his wife, Mary, and their two children, Josephine and Thomas. In the summer, you will find Alex and his family in Waupaca, Wisconsin enjoying lake life on the Chain O’ Lakes.