Our Wealth Management Advisors

Alex is a senior advisor on the Wealth Management team at NFP’s Minnesota office and has been in the financial services industry since 2014. Prior to assuming his role as a senior advisor, Alex joined NFP through the acquisition of The KNW Group in 2017 as a private wealth manager.

Alex provides individuals and corporate clients with personalized wealth management guidance through high-quality financial services, independent investment advisory services, and insurance consulting. Alex’s knowledge and his commitment to his clients provides them assurance and confidence that they are on track to achieve their financial goals. The trust of his clients is the asset he values the most.

With this knowledge, he is a consultant for other advisors, designing custom risk management strategies. His knowledge extends to buy/sell planning, key person insurance, executive recruitment and retention strategies, carve-out plans, and non-qualified plans such as deferred compensation and executive bonus strategies.

A graduate of Saint John’s University, Alex earned a degree in business administration and management. He holds licenses for Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 66 (Registered Investment Advisor). Alex also holds life, accident and health insurance licenses.