Alex Lippert
Alex has over a decade of wealth management and
financial planning experience. He is a co-founder
of EverOak Wealth Co. which has assets under
advisement of nearly $1 billion dollars. Along with the team at EverOak, he works each day
to advance their clients financial health so that they
can boldly pursue their unique purpose. After years
of seeing many financially successful clients struggle
in retirement from a non-financial perspective, he
wished to explore the intangibles behind what makes
retirement "successful". Thus, afterwork was born!