Alex began his financial career in 2005 and joined The Great Northern Team and RBC Wealth Management in 2008. Getting a young start in the financial services industry makes him one of the most tenured investment professionals of his age anywhere—providing a rare combination of experience and long-term continuity with clients.
Alex’s industry thought leadership has been regularly recognized by well regarded publications. A capstone came in August 2024 when he was recognized by Forbes magazine and Shook Research as the #1 Advisor in Minnesota across all firms who is under 40 years old and #21 in the country. This came on the heels of 2022 and 2023 rankings in Forbes as one of the nation’s Top Next-Gen Wealth Advisors, described in the article as the “future of the wealth management industry.” In Financial Planning magazine, he was ranked in the Top 40 Regional Brokers Under 40 in 2022, 2023 and 2024, including a #6 ranking nationally in the 2024 publication. He has also been named one of AdvisorHub’s “Advisors to Watch” in 2022, 2023 and 2024. In addition to his industry experience, Alex pursued advanced training, obtaining the Chartered Retirement Planning CounselorSM designation, the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. These designations place him near the top of the industry in terms of formal retirement and wealth planning education, with a specialized focus in retirement planning for business owners. All designations required completion of an extensive curriculum, rigorous tests and ongoing education.
Alex is a St. Paul native and a graduate of Minnehaha Academy and the University of Minnesota’s Carlson School of Management. He lives in Independence, with his wife, Allison, and their two young sons. Alex is an active volunteer in local community organizations and was a 2017 graduate of the St. Paul Chamber’s Leadership St. Paul Development program.
He spends his limited free time reading, cooking and enjoying all types of endurance athletics. Alex is an accomplished ultra-marathon runner, and he is experienced in long-distance cross country ski, mountain bike and paddling events. He is currently training to complete the Coast to Coast race across New Zealand in early 2026. A favorite activity is mountain biking with his two elementary school-aged sons. The family’s home away from home is Minnesota’s North Shore—you can regularly find them exploring the parks, trails and beaches in that part of the state.