Distilling complex financial decisions – to help you create a plan for meeting your financial goals and guide your progress along the way.
Alex joined The Bulfinch Group in June 2023 and works closely with individuals, families, and small businesses to help develop and achieve mid and long-term financial goals.
Alex’s career began in Public Accounting as an Auditor. After excelling for nearly a decade in a variety of leadership roles in the not-for-profit space, Alex is transitioning this knowledge and perspective, realizing his true passion — helping others one-on-one with problem-solving and putting people on a better path to building wealth.
With a passion for helping others, Alex's mission is to consult with individuals and small business owners to discover their financial needs and implement plans with appropriate flexibility and protection. By assisting clients in creating an organized financial strategy, he can help them achieve their financial goals. Determined to help those that need financial guidance, he remains focused on informing and teaching individuals as they embark on their own financial journeys.
Alex earned his Bachelor of Science (BSBA) in Accounting from Bryant University and his Executive MBA from Suffolk University.
Originally from Maine, Alex always enjoys being outdoors and frequently gets back to Sebago for family visits. In the winter months, you’ll see him on the ski slopes. He and his wife Rachael reside in West Roxbury with their daughter Nora.
Financial Representative of Guardian.