“My focus is designing an investment strategy that creates a relationship of trust with my clients as I work to protect and manage their investments. If I can help my clients spend more time with their families and less time worrying about money, I feel like I am doing my job.”
Alex, a native of St. Cloud, Minnesota, joined Schluchter Investment Advisors in July 2013. He graduated summa cum laude from Winona State University with a degree in finance and has an MBA from St. Cloud State University.
Alex has a passion for assisting younger clients who are just beginning their financial journey and takes pride in walking them through each piece of the financial planning process in a clear and strategic manner. He enjoys helping clients reflect on their dreams and goals and then finding them the right tools and strategy to achieve them.
Alex enjoys working with mutual insurance companies and understands the important role our clients play in the mutual insurance industry. With Schluchter Investment Group’s experience of working with more than half of Minnesota’s mutual insurance companies, he can offer a time-tested process to simplify the role of board members and the responsibility they have to the policyholders of their company.
As a former team captain of the Winona State football team and recipient of the Dr. William Britton Scholar-Athlete Award for Academic Excellence, Alex has developed excellent team and leadership qualities, which have helped him serve his clients across a wide spectrum of services while developing enduring relationships of mutual trust.
When he is not actively engaged in business or industry study, Alex enjoys spending his time with his wife, Paige. They live in Sartell, Minnesota, and enjoy traveling, hiking, golfing and spending time at the lake.