Alexander Overkamp
Financial Planner and Case Manager
Financial Planner and Case Manager
203-793-0707 phone
203-793-0705 fax
alex@sam-ria.com
Alex was born and raised in Northern Westchester County New York as a first generation American. Alex’s parent immigrated from Germany in the sixties in search of the American Dream.
Alex graduated from Miami University in Oxford Ohio with a Bachelor’s degree in Political Science knowing that he did not want to work for the government, become a lawyer or become a politician.
Alex did know that he wanted to help people and that is what drove him to a career in financial services. For the first several years he worked for a firm that marketed retirement solutions and college savings plans to Financial Advisors. Since 2005 Alex has worked with individuals and families providing holistic wealth management services. The financial plans address the areas of Asset management, tax management, risk management, Estate planning and Legacy planning
Alex has been married for 20 years to his wife Andrea and they live in Seymour CT with their 4 children Alexandrea, Ana, Anderson, Adley and dog Alpha.
