Our Qualifications

Jeffrey L. Alexander, CLU, ChFC,CPA, started his financial services career in 1973. He earned the Chartered Life Underwriter (CLU) designation in 1978 and the Chartered Financial Consultant (ChFC) in 1988 from the American College in Bryn Mawr, PA. Jeffrey received his Certified Public Accounting (CPA) degree in 1984 from the University of Illinois. Mr. Alexander is an active member of his community. He has been a member of Rotary Club since 1974 serving as director, vice-president and president. He has served the Washington United Way as a director and has been president since 1981. As a member of Our Savior Lutheran Church since 1978, he has been on the church council as president, vice-president and treasurer.