Alan has been an Investment Advisor and Chartered Financial Analyst for more than 25 years. As a life-long student of the financial markets, one of the most important lessons Alan has learned in his career is the essential role of careful planning in ensuring long-term success.
A good plan requires clear goals, a detailed road map for how to achieve them, and a reliable system for measuring progress through all the inevitable market ups and downs. Alan’s specialty lies in using his experience to help his clients build and execute a customized financial plan, and then working with them to grow their wealth, preserve their assets for retirement, and create a life-changing legacy for future generations.
When he isn’t in the office, Alan enjoys spending time with his family, reading, cycling, paddle boarding and hiking.