Employees

Alex Bethune

Retirement Plan Specialist

Alex is a native Floridian, born and raised in Naples, FL as a 3rd generation (tree trimming) Arborist. His birthday was celebrated each year with a “Chainsaw Cake”, which is a yellow cake with homemade icing made of fudge. The fudge is so hard it allegedly takes the family chainsaw to cut and serve.

This tradition continued until several tragic events began to irrevocably and unnecessarily alter the supporting structure and finances in his immediate family. While parentless by the age of 26, Alex has taken his experiences and found a passion for guiding those looking to live fulfilling lives and care for loved ones today without sacrificing tomorrow. Alex uses his continued determination and diligence to uncover what it is you need to do just that.

Alex earned his B.S. in Marketing with Minors in Economics & Advertising in December of 2015 from Florida Gulf Coast University (FGCU). While at FGCU, he engaged with the wealth management community through the Financial Planners Association (FPA) of Southwest Florida. Alex knew he found his career while attending these FPA meetings. He quickly obtained his Florida 2-15 Life, Health, & Annuity License and passed his Series 65 and has been working for the clients he serves since.

When not studying for other professional designations, Alex spends his time traveling, adventuring outdoors, boating, tailgating, and attending Tampa Bay Buccaneers games with his long time college sweetheart and fiancé, Amanda. And yes, he still makes the famous Chainsaw Cake.