Alan joined West Financial in March 2025 and serves as a relationship manager. Alan has over ten years of experience in the financial industry and is a CERTIFIED FINANCIAL PLANNERTM professional. He earned his bachelor’s degree in Psychology from the University of Delaware. Alan approaches each client relationship believing that trust and open communication can help him meet client needs and he enjoys both the technical and emotional parts of the client relationship.
Alan lives in Rockville, Maryland with his fiancée, Alaina, and dog, Bella Grace. During his free time, you can expect to find him on a field somewhere in Pennsylvania, Delaware, Maryland, or New Jersey playing the game of baseball as it used to be played back in 1864.
Professional Affiliations/Memberships
Member of the Financial Planning Association