Simplified Financial Advice.

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.