Alex

Hi, I’m Alex and welcome to our website. If you’re interested in financial planning with a dry sense of humor, you’re in the right place.

The rest of this site is all about our process, team and how were serve our clients. This small bio section is about who I am as a person because even if you believe I am a great financial planner, if you can’t stand me as a person, then this probably won’t be a great fit. I believe that a great litmus test for any relationship is how you react when someone’s name comes up on your caller ID. If you aren’t happy to receive that call, it’s probably not a good fit and I use that same test with my clients.

I grew up in Webster, NY and am a 2010 Webster Schroeder graduate. I am one of those people who still hangs out with all my same friends from high school and am proud of it. After graduation, I attended Mercyhurst University where I earned a bachelor’s degree in finance. Like a lot of college students, I didn’t have a real clear idea on what I wanted to do with my life after college and was fortunate to get the sound advice to do some internships. Through those internships I discovered the career of financial planning and never looked back.

I now live in Fairport, NY with Michelle and George (George is the dog) and do my best to be an active part of our community. I recently took on a role as an adjunct professor at St. John Fisher University teaching a course in personal finance. Although it’s not something I ever thought I would do, it has been a great way to give back and try to help out some college students who are in the same spot that I once was. As for the course itself, I would describe it as that class that everyone is talking about when they say something like, “they should really teach you about this stuff in school”. Look no further, Professor Alex will teach you that.

When not doing financial planning or teaching, you might find me working out, golfing, reading or planning my next adventure (I can confirm that the pyramids are real, and the aliens did an excellent job building them). This is all I could think to tell you about myself and feel free to reach out if I’m missing something!

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DESIGNATIONS

  • The CFP® designation is administered by the CFP® Board and is often considered the gold standard of credentials in our industry. To become a CFP® professional, I was required to complete six courses and a cumulative examination. Those 6 courses involve general financial planning principles, professional conduct and regulation, risk management, insurance and employee benefits planning, investment, income tax, retirement savings, and estate planning.

  • The ChFC® designation is administered by the American College of Financial Services. In a way, it is a complete designation of the CFP® as it requires the same six courses, plus another course called “Contemporary Applications in Financial Planning”. Which designation is “better”? It’s hard to say. That ChFC® designation requires more course work, but does not have a cumulative final like the CFP® designation.

  • The RICP® designation is the least well known of the three and admittedly, required far less work. HOWEVER, I will tell everyone who listens how impactful it has been to my career. It was the first designation I completed, and its three courses have been instrumental in allowing me to serve my retiree clients. The three courses focus on taking distributions from retirement plans, social security, Medicare, pension options and everything that goes into an efficient retirement plan.