As a seasoned expert, Alan understands the challenges his clients face as they navigate through various stages of life, and he is passionate about equipping each one with personalized strategies to achieve their goals. Alan offers 25 years of corporate finance and management experience and over 18 years of experience in the financial services industry. He is a Social Security expert and consultant and specializes in family and retirement planning.
Alan received a Bachelor of Arts degree in history from the University of Rochester and a Master of Business Administration degree in finance and marketing from the William E. Simon Business School at University of Rochester. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in over 25 states.
Alan is actively involved in Restoration Church as a Deacon and small group leader and the Rotary Club of Mechanicsville, Virginia, where he is a past president. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout, and spends his free time traveling, golfing, hiking, reading, singing in church choirs, and spending time with his two grown children.