Alex Stefanic
Financial Representative @Mutual of Omaha
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WORK HISTORY
Financial Representative @Mutual of Omaha
Richmond, VA, US
Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: VA, MD, NC, SC, MA, NH, RI2. Disclosure: 3.Securities and advisory services offered through Mutual of Omaha Investor Services, Inc, Member FINRA Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites
EDUCATION
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA), Finance
Clemson University
Bachelor of Science (BS), Accounting
SKILLS
ABOUT ALEX STEFANIC
I help families and small business owners protect what matters most and plan with confidence—one clear, practical step at a time.As a Financial Representative, I focus on protection-first strategies—life insurance and related solutions—to build resilient plans that fit real budgets and real goals. I bring a pragmatic, numbers-driven lens from a prior career in FP & A and SOX/Internal Audit, so clients get straight talk, transparent trade‑offs, and recommendations grounded in facts.How I workListen first: Your goals, obligations, and timelines drive the plan.Educate, don’t pressure: I translate options into plain English so you can decide with confidence.Right‑fit solutions: Access to multiple top‑rated carriers helps tailor coverage to needs and budget.Service mindset: You’ll hear from me after the paperwork—life changes, and your plan should keep up.Who I serveYoung professionals and growing families planning for “what‑ifs”Business owners protecting partners and key employeesPre‑retirees seeking to safeguard income and legacyA bit about meBackground: BS in Accounting (Clemson, 2011) and MBA (Maryland, 2015)Toolkit: Analytical foundation in Oracle EPM/Essbase, SQL, SAP, Power BI, and Tableau—used to simplify complex choices and quantify the “why” behind every recommendation.Let’s connectIf you want a quick coverage checkup or a second opinion on your current plan, message me here or reach out directly.
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