Our Associates

Building his practice based on integrity and consistency, Allan is always striving to build long-term client relationships with mutual trust and respect.

Through a long-term investment approach, he helps clients develop and implement innovative strategies for building wealth and provides understandable financial advice to realize their goals.

Allan is a Fundamental Choice Portfolio Manager overseeing multiple discretionary, tactical strategies to fit various client risk profiles. Additionally, he is life and health insurance licensed, able to provide various life planning strategies beyond traditional market-based investment concepts.

As a champion of improvement, Allan has always been determined to learn and further expand his skills. He earned the Chartered Retirement Plan Specialist^® designation in 2021, focusing on specific retirement plan strategies for his clients to tailor fit their personal situations and needs.

By working with affiliates, Allan helps craft solutions for high-net-worth clients including zero cost liquidity solutions, private placements (private equity, private credit, private real estate), estate planning strategies and trust services^*, succession planning, defined benefit/contribution plans, and business exit strategies.

It takes more than a single planning session to put your wealth to work in support of your life goals; it takes a process. As your life circumstances change, so must the investment strategies used to keep you on course toward your objectives.

Allan strives to continue working together throughout the years, to keep your investment strategies aligned with your goals and aspirations.


_{*Trust services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.}