Alex joined his Father in the business in 2012 and brings his unique background to his work with Clients. He received a Bachelor of Science degree with a dual major in Mechanical Engineering and Trumpet Performance from Iowa State University of Science and Technology. He was a 2009 Corps Member for Teach For America, a non-profit organization that places teachers in low income areas across the nation, in which he served as a secondary mathematics teacher in rural North Carolina. In 2011, he was a Sue Lehman Excellence In Teaching National Semi Finalist, awarded to 12 teachers out of over 4,000 nationally, for his outstanding work as a classroom teacher.
Alex is a CERTIFIED FINANCIAL PLANNING™ professional and along with Ken, serves as an investment advisor for clients at LifePlan. He is a member of the Financial Planning Association and continues to leverage his experience as a teacher by developing and leading financial educational workshops and presentations to clients and the public. Alex designed LifePlan’s proprietary financial planning software used with clients and has been interviewed and quoted in news outlets for his expertise in retirement planning. Outside of the office, Alex enjoys spending time with his wife, Lauren, daughter, Nora, and continuing to play and teach the trumpet.