Our Team

Meet the Professionals

A dedicated team of experienced financial professionals committed to guiding you toward your goals with integrity and expertise.

Alex Haase-Dubosc

Alex Haase-Dubosc

President

With 20 years in the financial services industry, Alex has worked tirelessly to assist clients with one of the biggest financial decisions they will ever face: Retirement. Focusing on the three pillars that affect every retiree—Health, Wealth, and Legacy—Alex and his team can help you manage any financial matter you face. With a large network of professionals across different fields, Alex ensures his clients are taken care of to the highest degree when it comes to retiring successfully. At the root of every discussion Alex advocates that it is more important to eliminate the losses rather than to pick the winners.

When not working you will usually find Alex in the gym with a pair of boxing gloves on, or spending time with his wife, Joan, three daughters (Ciara, Cameron, and Leonnie), and two dogs (Hudson and Bella).

Christa Irwin

Christa Irwin

Investment Advisor

Christa Irwin is originally from Birmingham, AL and has lived in Summerville, SC since 2007. Christa graduated from the University of Alabama at Birmingham with Mechanical Engineering and Mathematics degrees, and worked in the heavy industrial sector for 15 years.

Christa brings her love of data analysis to her work as a Financial Services Professional to ensure her clients' goals are achieved. Her passion for Financial Planning comes from knowing she has the ability to help protect people's family and hard-earned money so they can live life to the fullest. She has a love of cycling, gardening and spending time with her daughter and their two pets.

Christian "Gabe" Gabrielsen

Christian "Gabe" Gabrielsen

Thought Leader

Christian "Gabe" Gabrielsen is a distinguished leader in the financial services industry, bringing over 30 years of expertise in capital raising, strategic leadership, and team management. His extensive career spans key roles, including Senior Executive, National Sales Manager, Regional Leader, and Financial Advisor, where he has consistently driven exceptional results for prominent financial institutions.

Gabe joined our organization in 2024, bringing a wealth of experience from high-impact positions, including Senior Financial Advisor at Key Bank; National Sales Manager at Lincoln Financial, Knight Capital, and TNP; President of The Lightshore Group; and Divisional Sales Manager at The Equitable/AXA and Strategic Capital. Notably, during his tenure at Lincoln Financial, Gabe spearheaded remarkable growth in annual sales from $400 million to over $5 billion, leading a team of more than 100 wholesalers with strategic vision and operational excellence.

Gabe holds a bachelor's degree from the University of Vermont and is a licensed financial professional, holding Series 6, 7, 24, 26, 63, and 65 securities licenses.

Gabe resides in Maine with his wife, Joy, and their young son, Hans Christian. He balances his professional achievements with a strong commitment to family, and is also the proud father of two adult children, Sonja and William, both of whom have established successful careers.

Our Partners

Strategic Partners

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Strategic Partner

Greene Point Partners

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