Author, CEO, and Entrepreneur
Alan is a fee-based CERTIFIED FINANCIAL PLANNER™ and author of Empowered money. He provides holistic financial planning services nationwide, and takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.
Specializing in serving professionals, executives, and business owners, Alan helps his clients live their fullest lives through thoughtful and strategic financial planning. He’s also one of the few financial advisors who actively works with young professionals and new families, addressing their unique financial challenges and helping them build strong foundations for the future.
Alan graduated cum laude from Mercer University with dual degrees in Economics and Entrepreneurial Management. Launching his financial planning career on graduation day at the age of 22, he has spent the last 15 years transforming lives and guiding clients toward multigenerational wealth.
Alan lives in Atlanta, Georgia, with his wife, Allison, their daughter, Helen, and their two rescue dogs, Beaux and Mali. He is passionate about making a positive impact and helping people achieve financial freedom and lasting prosperity.