Alex joined McLean in 2024. He draws on close to 20 years of comprehensive financial planning experience with a primary focus on advising clients to retire confidently. Alex believes it is important to help clients find a balance between their finances and what really matters to them. At McLean, Alex will partner with you to craft your financial plan with the goal of converting your financial resources into a sustainable and successful retirement.

Education

• Bachelor of Business Administration from Thomas More University

Professional Designations and Associations

• CERTIFIED FINANCIAL PLANNER™
• Retirement Income Certified Professional (RICP®)
• Chartered Financial Consultant (ChFC®)
• FINRA/NASD Series 65
• Ohio Insurance License

Greatest Professional Satisfaction

The most fulfilling part of being a financial planner is helping clients achieve their goals and seeing a positive impact on their well-being. 

Greatest Personal Satisfaction

It has been so rewarding to raise and watch our daughter's successes in her personal and professional life. I am excited for her next chapter in life and grateful that I am along for the ride.