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: Steak or homemade pasta
Best financial advice I’ve received: “Plan for what you can control, and prepare for what you can’t.”
Favorite quote: “Wealth is the ability to fully experience life.” – Henry David Thoreau
Bucket list item: Visit Japan for the food and culture
Favorite holiday: Thanksgiving – good food, good company, and gratitude