Alan began his career in the financial industry over 25 years ago. After graduating from Temple University with a degree in accounting, finance, and real estate, he focused on family business succession planning for privately held companies.
Early in his career, Alan worked in accounting for middle market businesses. He then spent 13 years at Mid-Atlantic Companies, where he developed and implemented strategic plans for business transition, wealth management, and estate planning. Alan has facilitated over 50 seminars on these topics.
Alan later worked at Mesirow Financial in Chicago, where he led the Business Transition division and coordinated the firm's planning services. He then joined Merrill Lynch in Philadelphia to combine investment management with comprehensive planning.
Now, as a leading member of Ethos Financial Group, Alan brings this extensive experience to provide a full range of wealth management services.
Alan maintains Series 63 and 65 FINRA registrations. He is involved with several professional organizations and enjoys auto restoration, racing, cycling, and spending time with his family.