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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!