Alan’s more than 25 years in the financial planning business afford him the opportunity to provide financial management strategies to our growing list of clients. As a Certified Financial Planner Practitioner™, his close relationship to his clients gives him insight into how to create comprehensive plans to pursue their short-term and long-term goals. His typical clients include pre-retirees and retirees of the orthopedic industry and successful business owners.
Alan received a bachelor’s degree in economics from Ball State University. He hosts a weekly radio show, Smart Money Management, on WRSW 107.3, Willie 103.5 and 1480 News Now. Alan believes in the importance of being active in his community. He is President of the Salvation Army Advisory Board, was past president of the Warsaw Rotary Club, is a former board member and treasurer of the Kosciusko County Community Foundation, is a board member of Joe's Kids, is on the board of trustees for Kosciusko Community Hospital and is actively involved with assisting families via the Kosciusko County Riley Kids Fund.
Alan is a lifelong resident of Warsaw. He is married to Kristine, and has twin daughters, Caroline and Katherine. In his free time, he enjoys cycling and spending time with his family.