Alan joined Thompson Wealth Management and Life Planning, Inc. in January 2021. As a Client Associate, he gathers information, prepares reports, performs requested research, and provides John with administrative assistance so that he is able to concentrate on the investment planning process for both new and current clients.
Before joining Thompson Wealth Management, Alan started his career with Northwestern Mutual as a Financial Representative. Through his time at Northwestern Mutual, he provided clients with financial advice to help match solutions with their needs and goals.
Alan earned a Bachelor’s degree in Financial Economics from Troy University. During his time at Troy, Alan was deeply rooted on campus, with his fraternity, and in the community. His fondest memories came from serving as an academic tutor, Trojan Ambassador, and Recruiting Analyst for Troy’s football program. His hobbies consist of thrifting, collecting sports memorabilia, and spending time with his friends and family.