About Alex Steppacher
When it comes to making life’s big financial decisions, having the right guidance can make all the difference. That’s where Alex comes in!
Drawing on years of experience in customer relationship management, sales leadership, and education, Alex is passionate about helping his clients navigate critical financial decisions with confidence. He understands that financial planning isn’t just about numbers—it’s about securing your future and protecting the people you love most.
Through client education and open communication, Alex ensures that you have the knowledge and tools to make informed choices that provide stability, protection, and peace of mind. Whether you’re planning for the future, protecting your assets, or ensuring your family’s security, he believes the process shouldn’t feel overwhelming or intimidating. Instead, it should be clear, empowering, and tailored to your unique needs.
Meet the Team
The financial advisors and agents at LegacyOne each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work. You can set up a virtual meeting with any of these advisors individually, or contact us to send us a message.
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Resource Library
We believe that you should understand one of the most important resources you have: your money. That’s why we provide these educational resources, and we invite you to read, watch, download, and learn about the basics of finance and retirement. Remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
