Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Alan is a Partner in the Virginia office with over seventeen years of experience providing comprehensive wealth management solutions to successful individuals and families.
Prior to joining Cerity Partners, Alan was a Senior Financial Advisor at FJY Financial, serving as chair of the Financial Planning Committee and as a member of the Investment Committee. Early in his career, Alan was a consultant at Deloitte focusing on business process improvement and re-engineering.
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