About Us
Our Team
Meet Alex Haase
Founder & President
With 15 years in the financial services industry, Alex has worked tirelessly to assist clients with all their financial and insurance needs. Whether you are starting off in life, or looking to enjoy retirement, Alex and his team can help you to wrestle any financial matter that you are faced with. With a large network of professionals that he works with, Alex ensures his clients are taken care of to the highest degree.
When not working you will usually find Alex in the gym with a pair of boxing gloves on, or spending time with his wife, Joan, two daughters, Ciara and Cameron, and rescue dog Hudson, a golden retriever that they fell in love with and brought home from Puerto Rico after visiting Joan’s family there. Please let Alex and his team know how they can be of service to you.
Strategic Partnerships
Tax, Estate & Legacy, Insurance/Risk Planning
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Justin Wicks
Tax Planning
CPA -
Duffy Palmer
Estate & Legacy Planning
Attorney -
Tammy Osborn
Risk Advisor
Personal Lines -
Sam Tonner
Risk Advisor
Commercial Lines