Alan is responsible for interaction with current clients to review and manage their plans. He helps families continue to maintain and enhance their planning for college expenditures and then for retirement.
Alan graduated from the University of North Carolina and has spent the last four decades helping hundreds of families secure their financial future through insurance solutions. He earned the designations of Chartered Life Underwriter and Chartered Financial Consultant and is a member of the Society of Financial Service Professionals.
Alan has lived in northern Chester County, Pennsylvania, since 1979 with Gail, his wife of 50 years. They raised four children and have five grandchildren. Alan enjoys travel, hiking, horseback riding, reading and spending time with his grandchildren.