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

  • Justin Wicks

    Tax Planning
    CPA

  • Duffy Palmer

    Estate & Legacy Planning
    Attorney

  • Tammy Osborn

    Risk Advisor
    Personal Lines

  • Sam Tonner

    Risk Advisor
    Commercial Lines

blog

Read our latest market insights

Get In Touch

Do you have any questions?