Retirement Plan Specialist
Mr. Novack is a Retirement Plan Specialist with Vision Wealth Management, LLC. His primary role is in marketing our fiduciary based retirement plan services to potential clients and managing existing retirement plans for Geoff Novack’s retirement plan team. He describes the best part of his day as being able to make a difference when dealing with clients. He uses his problem solving skills to make certain clients are happy with their results-driven plans. Prior to joining the firm, Alex worked in business to business sales for a national distribution company.
Alex received his Bachelor of Arts (B.A.) in Marketing from Bowling Green State University. He is licensed to sell life and health insurance as well as annuities in the State of Ohio.