Alan graduated from Gettysburg College in 1984 with a Bachelor of Arts in Business Administration. After spending several years in the banking industry, he began his career in 1991 as an Associate at Madison Financial Group with a focus on insurance and estate planning. In 1993 he joined Marketing One Securities, eventually joining First Union Brokerage Services as a Financial Advisor, continuing in that role through several mergers, eventually leading to his career at Wells Fargo Advisors. In 2009 Alan earned the certification of CRC (Certified Retirement Counselor), specializing in income and retirement planning for senior citizens. In that same year, he also became First Vice President at Wachovia Securities.
With over 20 years in the wealth advisory business, Alan brings a depth of knowledge and experience in investment advisory services, retirement income planning and wealth management. His dedication to meeting the needs of his clients has been the cornerstone of his career.