Alex Thompson, MBA
Senior Benefits Planner
Alex has been with our company since 2016. As a Senior Benefits Planner, his day-to-day tasks include corresponding with clients, processing applications and making any necessary revisions, and developing custom planning strategies and proposals for each case. Alex answers questions from attorneys and their clients regarding Medicaid Compliant Annuities with the intention of qualifying seniors for Medicaid and preserving their assets in the process.
Alex graduated from the University of Wisconsin—Green Bay with a bachelor’s degree in Business Administration with an emphasis in Human Resources Management, and he earned his MBA from Columbia Southern University. Alex has prior experience working in fast-paced environments, which has prepared him to provide timely and efficient response to help our clients succeed. He is a licensed insurance agent (accident, health, and life).
In addition to adapting in a fast-paced environment, Alex brings excellent customer service, problem solving, time management, and communication skills to his role. He is passionate about assisting attorneys with their client’s spend-down process and is driven by a desire to be reliable, honest, and efficient in everything he does. Alex is known for working hard and building strong relationships with his clients.
In his free time, Alex enjoys spending time with his wife and four boys. He also loves watching the Detroit Lions and singing, playing guitar, and recording music for his band.