Financial Advisor, Senior Tax Accountant
Alex has over 20 years of professional experience working with employer-sponsored retirement plans and has been a part of the Storen Financial team since 2007. Alex focuses on partnering with business owners to create/establish a retirement plan that meets the needs of the employer as well as the employees. He also provides guidance for employers with established retirement plans and ensures their retirement plans are continuing to meet the needs of the company and its employees. Alex has had several career opportunities prior to Storen Financial, including roles as a Plan Services Consultant, Relationship Manager, Investment Representative, and Financial Advisor. Alex graduated from California State University Fullerton with a Bachelor’s degree in Business Administration with an emphasis in Corporate Finance.
Alex’s designations held through LPL Financial include Series 6, 63, 65 & State Life & Health Insurance license.
Alex enjoys traveling, and prior to getting married, he moved eight times in four years from the west coast to the east coast, finally planting roots in Indiana. Alex and his family camp several times a year, including one trip where they traveled all the way to Mt. Rushmore for their furthest camping trip.
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