Licensed Financial Professional

Hi, I'm Alex. I help families be faithful stewards of what they've been given.

For years I helped connect people to Gospel work around the world. Now I help the families behind that work steward what they've been given, and build something that lasts.

Book a free call Take the free scorecard→

My Story

“I do this work because I get to serve people and provide for my family — at the same time.”

I wasn't taught how money worked growing up. Nobody sat me down and explained interest, or insurance, or why a Roth IRA matters when you're 22. Like a lot of people, I figured it out by stumbling.

I went to UNC, played football, and graduated with a sociology degree and not much of a plan. I cared about people — I just hadn't found the shape of the work yet.

Then I felt a calling into ministry. It was real and it was clear. But I also had a family to provide for, and conviction doesn't pay the mortgage. For a while I wrestled with whether I had to choose.

This work is the answer to both. Every conversation I have is a chance to teach, to listen, and to leave someone in a better spot than I found them — and it takes care of my family while I do it.

Learn more about my ministry

Stewardship

Steward What Matters Most

Stewardship isn't just about money. Everything we're given — our faith, the people we love, the resources we're trusted with — is on loan. The goal isn't to hold it tightly; it's to be faithful with all of it.

Faith

It all starts here.

Everything else is built on this. When your faith is the foundation, money becomes a tool instead of a master and the big decisions get simpler — you're not chasing security, you already have it. Get this pillar right and the others fall into place.

"Seek first the kingdom of God and his righteousness, and all these things will be added to you."
— Matthew 6:33

Family

Your first and most important calling.

The people under your roof are the first thing you're entrusted with. Protecting them, providing for them, and leaving them stronger than you found them isn't a distraction from the mission — it is the mission, up close.

"But if anyone does not provide for his own, and especially for members of his household, he has denied the faith."
— 1 Timothy 5:8

Finances

Faithful with a little, faithful with a lot.

Good stewardship was never about how much you have. It's about being faithful with what you've been given. A little margin, a little wisdom, and an honest plan turn money from a constant source of stress into a quiet source of freedom.

"Whoever is faithful with very little is also faithful with much."
— Luke 16:10

Generosity

The whole point.

We're blessed to be a blessing. When your own foundation is solid, you're finally free to give the way you've always wanted to — to your church, the mission field, the people God puts in your path. This is where stewardship stops being about you.

"Each one must give as he has decided in his heart, for God loves a cheerful giver."
— 2 Corinthians 9:7

Services

Practical help, across the things that actually move the needle.

Mortgages

Buy smart, refinance smarter.

Investing

Build wealth over decades, not days.

Roth IRA

Tax-free growth for future you.

Life Insurance

Protect the people you love.

Wills & Estate Basics

Leave clarity, not chaos.

And more

Debt, budgeting, college planning — let's talk.

Free tool

The Financial Blueprint Scorecard.

Six quick questions. See exactly where your financial blueprint is strong — and where it has gaps you can close this year.

Question 1 of 6 · Protection

If something happened to you tomorrow, would your family be financially okay?

What I Value

How I show up, every single conversation.

Honesty first

If a product isn't right for you, I'll say so. Your trust is worth more than any commission.

Meeting you where you are

No judgment, no jargon. Whether you're starting from zero or fine-tuning, we begin where you are.

Teaching, not pitching

You'll leave every conversation understanding more than when you arrived. That's the goal.

Work With Me

Ever thought about doing this for a living?

I'm building a small team of people who want meaningful work, real flexibility, and the chance to actually help families. No sales background required — just character, coachability, and heart. If that's you, let's talk.

Work from home

Build your business from your kitchen table. No commute, no corner office required.

Flexible schedule

You set the hours. Part-time on the side or full-time all in — your call.

Professional licensing

We walk you through the licenses and exams. You'll leave knowing the industry inside out.

One-on-one coaching

Real mentorship from day one. You're never handed a script and left to figure it out alone.

Real income potential

Unlimited upside tied to the work you put in — not a ceiling set by someone else.

A clear career path

Grow from licensed rep to building your own team. The ladder is there if you want to climb it.

Apply to join the team.

This is a short application, not a commitment. If it looks like a fit, I'll reach out personally to set up a no-pressure conversation about what the opportunity actually looks like.

No experience required — we train you
Start part-time and grow into it
Everything you send stays confidential

Book a Call

Let's talk. Free, 30 minutes, no obligation.

We'll meet by phone or video. You bring the questions — or none at all. I'll listen first, and then we'll figure out what (if anything) makes sense for your family.

No pressure, ever
Plain English, not jargon
You'll leave with clarity, not a quote