Alan has over twenty-eight years of experience in financial and investment management. Prior to joining SagePoint, 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.
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. His education includes significant MBA course work at DePaul University and Case Western University.
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.