Alex Enerson

About Alex Enerson

Alex thrives off relationships and helping understand what truly makes people achieve ultimate happiness by being at the center of his client\'s financial lives. His passion for people found him starting a career at Northwestern Mutual in late 2017 and drives a successful financial planning practice. He truly enjoys having in-depth conversations with individuals, families, and business owners to help them achieve financial security. With well-designed and thought out financial plans, Alex helps educate his clients to make important decisions to live differently and achieve their goals of financial security. While working with world class products and solutions, he and his team also build strong relationships with each and every client. My Values/Vision Statement:\"I believe in providing world-class financial planning that people can understand because of its clarity in showing how investments, insurance, taxes, and other important factors interact to transform my clients’ financial futures. Feeling educated about how your money is working for you is a crucial element to financial security, since that is the difference that will take you from skeptical and hesitant to confident and excited about where life will take you.\"Outside of work, Alex loves spending time with his friends and family. His love for hunting, fishing, and grilling keep him occupied in his free time.

Experience

1. Corporate Finance Manager

   Charles Schwab

   Dec 2024 — Present · Omaha, NE, US

Education

• University of Nebraska at Omaha

  Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

  2013 — 2017

• Bellevue University

  Master's degree, Finance, General

• University of Nebraska at Omaha

  Bachelor's degree, Business and Personal/Financial Services Marketing Operations

  2015 — 2017