Alan started his 40-year Financial Advisor career in 1982 with AG Edwards, where he began and grew his book of business for 25 years. Building his client base on trust and listening, also making sure his clients not only understand their investments but are comfortable in their financial future.

Once AG Edwards transitioned into Wachovia and then Wells Fargo Advisors, Alan continued his same role to his clients, remaining accessible and focusing on them and their success.

During this time Alan brought his son Blake on board in 2017, where they have been working as a team creating solutions and plans to address their clients short and long-term goals.

Alan continued working with Wells Fargo Advisors, PCG until 2022 where he then started his independent business venture with Wells Fargo Advisors Financial Network. His son Blake still alongside of him, as well as his daughter Brittany who will be joining the Hafferkamp Wealth Management Group as a Financial Advisor.

Alan’s goal the last 40 years has yet to change, he continues to work closely with his clients, educating them, listening to their questions and following through with what their financial goals are. Respect means the most to Alan, and he is sure to treat all his clients, new or old with nothing but respect, no matter what their financial position.

So as years continue to pass, Alan and his team will continue to work with their clients in achieving their financial goals.

Resident State: Illinois
California Insurance License Number 4047236

Blake graduated from UW Whitewater College of Business and Economics in 2016 with a bachelor’s degree in finance.

Upon graduating, Blake began a four-month internship in May of 2014 collaborating with VPs of investments and senior leadership to develop effective communication strategies for seeking new business opportunities. Blake was also conducting research on current investment trends, and assisted VPs with retirement planning and retirement income strategies.

Soon after Blake’s internship, he began his career with Northwestern Mutual as a Financial Service representative. Blake spent his time with Northwestern Mutual collaborating with clients to find strategies and budgets to meet their financial needs, developing strategic solutions for clients to address their short-term and long-term goals. During Blake's two years working with Northwestern Mutual, he developed holistic financial planning skills and was placed in the Top Ten for the National Northwestern Mutual Top College Intern.

In 2017 Blake began working at Wells Fargo Advisors as a Financial Advisor in Woodstock, IL, alongside his father Alan where he is still working with clients on appropriate solutions to meet their personal and business needs and developing solutions for clients to address their short- and long-term goals. Blake is currently a Senior Financial Advisor with Wells Fargo Advisors Financial Network, working with his team The Hafferkamp Wealth Management Group.

Blake currently resides in Rockford, IL where he likes to spend his time with family and friends, enjoying travel for deep sea fishing and spending time at the range sport shooting.

Resident State: Illinois
California Insurance License Number 4047060