While enjoying forty years as a financial professional, Alan has helped countless families and business owners grow and protect their assets. He uses proven wealth strategies in guiding clients to their best possible retirement and a smooth transfer of wealth as desired.
Alan’s clientele expresses that his knowledge and expertise and easygoing, empathetic approach make him a pleasure to work with. Alan is a LEAP professional and has also earned the LUTCF designation.
God and family come first with Alan. In his spare time, he loves playing guitar, piano, singing, and listening to his vinyl record collection.