Alan has been helping individuals and clients with their finances since he joined his grandfather and father in their tax practice in 1978. He later realized his clients also needed help with their financial and retirement planning. As a Certified Public Accountant, he is able to integrate his clients' current income and taxes with their retirement savings and other investments.
As a Corpus Christi native Alan attended both Del Mar College and Corpus Christi University which is now known as Texas A&M Corpus Christi. Among other accolades he has received, he has earned a bachelor's degree in Accounting and a Master's in Business Administration.
Alan’s current designations & registrations include:
- Certified Public Accountant (CPA)
- Master of Business Administration (MBA)
- FINRA Series 7, 63 & 66 securities registrations
- General Lines Insurance License (Life, Accident, Health and HMO)
On a Personal Note
Alan enjoys traveling, natural history, camping, surfing, and snowboarding.