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.
Alan was named as one of Washingtonian magazine’s list of “Top Financial Advisors” in 2020. In addition, he was named by Northern Virginia Magazine in its “Top Financial Professionals” edition under the categories of Financial Planning and Investment Management from 2018 through 2021.
Alan earned his Bachelor of Science with a concentration in Financial Management from Virginia Tech. He holds the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations.
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