Sr. Wealth Advisor
For the past 25 years, Alan has provided wealth management services to a diverse group of clients. From retirees to mid-career professionals to young families at the start of their financial lifecycles, he meets clients where they are and provides the type of coaching and guidance that they need. He is grateful to serve a wonderful group of clients who find value in thoughtful, strategic, financial counsel. Through the years, he has been honored to have served individuals who are exceptionally good at what they do, from business executives, surgeons and management consultants to diligent lifetime savers. Alan graduated from Davidson College in 1997 with a bachelor’s degree in psychology and a lifelong love of learning, pick-up basketball and his wife, Dayna – not in that order. Dayna and Alan reside in Johns Creek with their three children and three dogs.