Retirement Plan Specialist
As a retirement plan specialist, Alan provides professional guidance regarding retirement plans and works to ensure they are kept in compliance with current regulations. He is skilled at helping clients understand the complex details of their retirement plans.
Alan graduated from Oklahoma State University with a degree in management science and computer systems. He began working as a programmer for a local bank and through that experience was drawn to the financial services side of the industry. Alan gained more than 25 years of experience after he transitioned his career.
A believer that kindness can change the world, Alan actively volunteers with Scouts BSA and devotes himself to helping youth become better leaders.