Alan started in the industry in 1997, and enjoys helping high-net-worth individuals and families solve complex income, estate, and financial planning challenges. A native of St. Louis, Missouri, Alan received a degree in economics and finance from Denison University.
Alan holds his CFF (Certified Financial Fiduciary®). Financial professionals who have earned the Certified Financial Fiduciary® (CFF) designation can immediately and clearly demonstrate an expert knowledge of fiduciary standards, and how they practice a fundamental obligation to always put their client’s best interests first. Additionally, CFF designees are bound by a code of conduct which holds them to the highest standards of professionalism in the financial services industry.
He and his family currently reside in Denver, Colorado, where he enjoys skiing, golf, tennis, hunting, fishing, hiking and travel.