You won't find many advisors with a resume like Michael Alexander's. For that matter, you won't find many who are in partnership with their daughters. But Alexander and his daughter Brandy Sorenson, a former nurse, are anything but typical.

After spending 21 years in Naval Intelligence, where Alexander rose to the rank of Commander, he felt a calling to go into financial advising. And he was as surprised as anyone. "My first reaction was, 'Lord, you've got to be kidding,'" he recalls. "Because I'd never been treated well by financial advisors when I was back in the Navy. But for some reason, I really did understand this stuff and I felt I could make a difference in people's lives."

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