Alan has over thirty years of experience in financial and investment management. Prior to joining former broker/dealer Osaic, Alan worked at Cambridge Investment Research for ten years and at McDonald Investments for seven years. At McDonald he worked with individual clients to develop financial planning and investment strategies. While at McDonald he also served as the Great Lakes Regional Consultant for the Financial Planning Services group. He now has currently joined LPL Financial.
From 1986 to 1996 he was an Accounting and Financial Manager with Allstate Insurance Company in Northbrook, IL. He is a graduate of Michigan State University/JMC with a degree in Economics.
Alan attained his CFP® designation in 1995. Alan resides in Pepper Pike, OH with his wife, Cindy and his three children – Rachel, Amy and Anna.