As a Wealth Advisor, I enjoy helping clients bring clarity and confidence to their financial lives. My goal is to make planning feel approachable and empowering, not overwhelming, so clients can focus on what matters most to them. I take pride in building meaningful relationships and serving as a steady, trusted resource through every stage of life.
I earned my bachelor’s degree in finance from Salisbury University and have spent more than a decade in the financial services industry in the Washington DC metro area. Throughout my career, I’ve worked with families, retirees, and professionals to develop personalized strategies around retirement income, investments, and long-term goals. I’m currently pursuing the CERTIFIED FINANCIAL PLANNER® designation to continue growing my expertise and the value I bring to our clients.
Outside of work, I’m a proud husband and dad who loves exploring new places with my family, finding great local food, and spending time outdoors. I’m also an avid home cook and enjoy experimenting in the kitchen with different cuisines.
Getting to Know Alan
Favorite Food: Tacos
If I Could Meet Anyone, Past or Present, It Would Be… My great-great grandfather who settled in Pennsylvania from Germany in the 1800s.
Favorite Quote: “Someday is not a day of the week”
What Motivates Me: Helping people achieve their goals and feel confident about their future.
Place I’d Most Like to Visit: Either New Zealand or Iceland.