Alan is a relationship manager at West Financial Services. For over ten years, Alan has been providing investment and financial planning services to clients. Alan earned his bachelor’s degree in psychology from the University of Delaware and is a CERTIFIED FINANCIAL PLANNERTM professional. Alan enjoys handling both the technical and emotional aspects of client relationships because he believes that trust and open communication are essential for effectively meeting clients' needs. He is passionate about empowering clients to make informed, confident financial decisions to enhance their well-being and satisfaction.
Alan lives in Rockville, Maryland, with his fiancée, Alaina, and dog, Bella Grace. In his free time, you can expect to find him on a field somewhere in Pennsylvania, Delaware, Maryland, or New Jersey playing baseball as it used to be played back in 1864.
Professional Affiliations/Memberships:
Member of the Financial Planning Association and Rotary Club of Rockville.
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