Skip to main content

About Me

No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I'll assess you situation and develop a financial strategy designed exclusively for you. Alan is a 1991 Financial Management graduate from Clemson University. His financial practice focuses on asset management, as well as estate, investment and retirement planning. In addition, he is a Charitable Planner and "Voice in Philanthropy Award" winner with the InFaith Community Foundation, a faith-based community foundation through which donors can create customized perpetual funds to support their favorite charities and causes. Alan and his wife Dawn have 5 children and live in Lexington, SC where they are very involved in their church, coaching volleyball and support of the Arts, as well as, many community activities.