Alan joined CUNA Mutual Group in 2018. His 25-year career in financial services has included roles in financial advising and wholesaling for companies such as MFS, American Skandia, ING and Transamerica. Alan attended Keene State College in Keene, NH, and is registered with FINRA.
A sports enthusiast, Alan cheers on the teams of his hometown, Boston, and likes to spend his free time golfing and sailing. He and his wife enjoy being with their two daughters and two dogs.
When Alan partners with advisors, he realizes clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices.