CFP® (CERTIFIED FINANCIAL PLANNER)
Alan has a Bachelor of Arts Degree from Newberry College. Since 1986, he has worked in financial services managing investment portfolios, administering trusts, and settling estates. Alan is currently involved with the Montgomery Ruritan, Daviess County Health and Human Services Advisory Board, Leadership Daviess County, and is past Board Member for All Faiths Food Bank, the American Red Cross , A Bond of Love Adoption Agency, and The Venice Symphony. He has been an Estate Planning Council member since 1990. Alan lives in Montgomery with his wife, Jennifer, and has four children and one granddaughter.