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Alex  McKenna

Alex McKenna

Financial Professional

As Senior Case Coordinator & Financial Professional for Lakeside, Alex brings years of experience handling life, disability, and long-term care insurance to his role. His career began in 2011 at Northwestern Mutual and he built a strong understanding of his client’s needs to relate their current financial situation to an attainable long-term goal. Alex came to Lakeside in 2013, and tailored his services to address the needs he saw for a more comprehensive approach to ensuring their long-term success.

Alex focuses on planning individualized plans for each client based on their personal, professional, and financial needs. He creates a strategic roadmap for investment strategy that is continuously monitored and reviewed, to ensure the client stays on a trajectory that will provide them the financial future they want, throughout all of life’s changes. It’s important to Alex to constantly evolve his knowledge base in the financial industry and is constantly learning and obtaining professional designations to brings his clients a robust understanding of their options.

A native Ohioan, Alex currently lives in his hometown of Elyria, and is very involved in his community. When he is not coaching his daughter’s basketball teams, he spends his time cheering on Cleveland sports teams, dog training, playing league volleyball, or hitting the gym.

Office Location:

40 Eagle Valley Court,

Broadview Heights, OH 44147

Certifications

Series 7, 63, 66

Variable, Life and Health Insurance