Designations and Licenses

Alan holds a life, health and accident insurance license.

Experience and Education

Alan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Alan was a financial advisor.

Alan holds a bachelor’s degree in economics from the University of Pittsburgh.

Personal Interests

Away from the office, Alan enjoys physical fitness, tennis, golf and blues music.