Experience and Education
Alan works with clients to develop personalized wealth management solutions help them achieve their goals.
Prior to joining Mariner Wealth Advisors, he was a financial advisor at Box Advisors, where he provided stewardship-based comprehensive financial life planning. He served on the Investment Committee to provide due diligence and approval of new assets for client allocation and served on an internal committee charged with enhancing employee experience.
Alan has a bachelor’s degree in sports & fitness management from Troy University and a master’s degree in sports administration from Troy University.
Alan enjoys spending time with his family, watching sports, DIY projects, exploring the city, trying new restaurants and attractions and volunteering. He is passionate about helping people increase their financial literacy and securing their personal economy.