"Our approach is creatively conservative. We strive to continuously find and share the latest tax and legal solutions to sheltering wealth from excessive income, gift, capital gains, and estate taxation."
Alec is a Certified Financial Planner® with extensive knowledge in the insurance and financial services industries. Since graduating from The Ohio State University in 2014 with a degree in Finance, his focus has been on methodically serving the financial needs of individuals, families, and businesses alike. In an industry that oftentimes focuses its attention on the older generations of wealth, Alec strives to disrupt the financial planning profession’s “status quo” by providing appropriate guidance to those that want and need it – Regardless of age or demographic. Native to South Florida, he enjoys giving back and is involved in several local community outreach programs. Alec currently lives in Delray Beach Florida with his wife Danielle, and their son Crew.
Education and Professional Certification
The Ohio State University, BA – Finance
The Jewish Federation of Broward County’s Young Leadership Division, BNI (Business Networking International) – Fort Lauderdale Chapter, Lifestyle Magazine’s Who’s Who – Men of Influence