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Alan is a Director of Wealth and Investments, leading clients down the path toward a more profitable financial legacy. His particular strength in navigating financial markets provides his customers with the knowledge and support they need to achieve long-term goals.
Alan has a long and successful career in banking that spans over 25 years of serving customers. Early roles include Fund Manager at a large bank as well as extensive experience as a Portfolio Manager. Alan holds a Bachelor of Arts degree from the University of Tennessee as well as an MBA from Wayne State University.
When it comes to taking a breather from the everyday work excitement, Alan likes to amp it up with physical activity. His particular favorite is hitting the streets on his bike and peddling off to sites unseen.
Don't focus on the impossible. Make the impossible possible.