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I am a independent financial advisor with New Horizons Boutique Financial Services. He holds Series 7 and 66 securities licenses and is licensed for life and health insurance in Minnesota and Wisconsin. Born and raised in Woodbury, MN, Alec met his future wife while attending the University of Minnesota, where he earned a Bachelor of Science degree in Economics.
Alec’s interest in financial services is rooted in a lifelong passion for understanding the intricacies of business and investing. During college, he immersed himself in the mathematical principles behind investing, sharpening his skills to help clients navigate financial planning with clarity and confidence. His dedication to empowering others to achieve their financial goals has been a cornerstone of his career.
Alec and his wife reside in Oakdale, MN. Outside of work, he helps care for his mother, who has primary progressive multiple sclerosis—a role that has shaped his empathy and strengthened his commitment to supporting clients with compassion and understanding.
In his free time, Alec enjoys golfing and staying current on economic theory, reflecting his dedication to continuous learning and personal growth.
Our foundation is built on years of expertise in financial planning and wealth management. Our team has a proven track record of guiding individuals toward financial independence by leveraging innovative strategies and personalized approaches. We draw on our deep industry knowledge and diverse experience to empower clients to achieve their financial goals with confidence. While we’re forward-thinking in our approach, our commitment to client success remains rooted in time-tested principles and a dedication to excellence.
You’re worried about the unpredictable cost of healthcare in retirement
You’re unsure how to balance today’s comfort with tomorrow’s security
You’re ready to optimize your investments for peace of mind and purpose
A great referral for me is a mid-career professional, typically between the ages of 45-60, who’s built up significant savings (often $1M+ across ROTHs, 401(k)s, brokerage accounts, deferred comp, RSUs, and more) and is starting to seriously think about stepping away from the 9-5 grind.
They might be:
Worried about rising healthcare costs in retirement
Unsure how to balance today’s lifestyle with tomorrow’s security
Looking for a way to optimize their investments with a clear, strategic plan
They’ve done well—but they’re at a point where peace of mind matters more than just performance. If they’re asking, “Can I really afford to do this?”—that’s where I step in.
