Alan began working with individuals and families to help them meet their financial goals in 2014. Prior to working as an advisor, Alan worked as a financial aid counselor at a local college where he saw a lack of financial education and planning amongst the students and parents preparing for college. This gave him a desire to educate people and work with them to design a plan to achieve their goals. Many of Alan’s clients are younger individuals and families who are just getting started in the planning process.
In addition to serving as an advisor, Alan is the insurance specialist for the firm. He conducts ongoing research on life and disability insurance and supplemental Medicare plans to make sure the team is aware of the nuances in the products currently being offered. Alan designs customized insurance solutions and provides options for clients to consider when a need for insurance is discovered.
Alan holds an master’s in higher education from Geneva College and a bachelor’s degree in business administration from Malone College. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He is licensed to sell life and health insurance in Pennsylvania, Florida, Iowa, Ohio, Tennessee, and Virginia, and is registered to offer security products in Pennsylvania, Ohio, Florida, Tennessee, Virginia, and Washington, DC.
Alan and his wife, Lauren, have two children, Hailey and Conner. He is an active attendee of Northway Christian Community Church’s Beaver Valley Campus. His hobbies include spending time with his friends and family, watching Pittsburgh sports teams, and traveling with his wife.