Alan joined the firm in 2003. Alan works closely with his clients to develop, implement and monitor financial, retirement and health insurance strategies. After graduate school, Alan became a researcher and consultant with McGraw-Hill/London House, a leading firm specializing in employee selection, surveys and management, and executive assessment. He then went on to consult in the automotive industry. His primary focus was to provide insurance products, services, and training to the finance and insurance departments. Alan is a member of the board of the Lincolnshire Morningstar Rotary and serves on several committees. Alan currently serves as assistant scoutmaster as well as a member of the Troop Committee for Boy Scout Troop 78 in Lincolnshire.

Alan and his wife live in Lincolnshire, IL with their three children. Alan enjoys spending time with his family, golfing, reading and tackling as many home improvement projects as possible.

Education: B.S., Psychology, University of Wisconsin; M.S., Industrial/Organizational Psychology, St. Louis University

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.