About Us

Alan has worked in the financial services industry for over 15 years. Clients have chosen to work with him because he is a caring and dedicated professional who focuses on building significant relationships based on trust. what that means is Alan invests all the time necessary to ensure that his clients can identify their core values and align them with their financial goals and objectives. the real benefit is the clarity, confidence, and certainty his clients feel knowing their actions are helping them achieve their financial goals.

Alan is a member of the Financial Planning Association® (FPA®) the principal membership organization for CERTIFIED FINANCIAL PLANNER professionals. Through the FPA® he provides pro-bono financial planning for our military personnel, patients of the Dana Farber Cancer Institute and their families. Alan is also an active member in the Harwich Chamber of Commerce and the Masonic Fraternity.

When not assisting clients, Alan is active in volunteering for various Cape Cod non-profits including the Guild of Harwich Artists, Pilgrim Lodge Masonic Angel Foundation's Lap Tops for Kids and Beehive Food Programs. An accomplished sand castle engineer and exceptionally mediocre golfer, during his downtime Alan can be found enjoying the natural beauty of Cape Cod with his wife Valerie, son Jack, and two rescue dogs Bear and Remmy.