Alan grew up in California and has a degree in Economics from the University of California at Davis.
He joined this RIA firm in 2012, bringing a breadth of knowledge and experience to the practice. Following 5 years with the Peace Corps, he held the position of General Manager for a San Francisco based company that grew from a local supplier to a national distributor during his tenure, spent 6 years in the Global Business Consulting arena culminating as CEO and President, plus he owned his own retail business for 4 years prior to embarking on a career in the investment industry.
Alan and his wife have lived in Ashland since 2003 and his children and grandchildren line in San Francisco, CA, Corvallis, OR and Mexico City.
Outside of work, Alan enjoys travel, golf, hiking, all the regional cultural events offered in Southern Oregon and spending quality time at home with his family.