For Al, helping clients pursue their life’s goals is what makes his job as a financial advisor truly rewarding. Al sees his work today as a natural extension of helping people make the most of their lives. He enjoys the process of getting to know their aspirations so he can help ensure that financial goals are built around what his clients want to accomplish in life. His strong commitment in fostering these connections is one of the reasons he has been named to the 2022 edition of the Forbes list of Best in State Wealth Advisors*.
Al began his career in the financial services industry in 2002. Prior to joining Raymond James, Al worked at J.P. Morgan Securities, LLC as an independent private client advisor. He is a graduate of the University of Minnesota where he earned a Bachelor of Science.
Al and his wife Tracy live in Beverly Hills with their three children and attend St. Regis Catholic Church in Bloomfield Hills. Al’s hobbies and interests include: traveling, fishing with his son Jack, attending his children’s sporting events, and spending time with family and friends on Lake Charlevoix.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.