Biography
A member of Accredited’s Wealth Management group, Alan is responsible for developing and directing client planning strategies. Through his prior experience as a tax accountant, Alan is a valued resource at the firm on the design of multifaceted tax-related plans.
Alan serves as Treasurer on the Board of Directors for the Lakeville Rotary Club.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Iowa State University – B.S. in Accounting, B.S, in Finance
• Certified Financial Planner™
• Certified Public Accountant
How do you spend your life wisely?
Most of us live busy lives that seem to pass by with the blink of an eye. Both of my daughters are now in high school and growing up so fast. Our eldest is a senior, constantly looking ahead to the beginning of her independent, adult life. Consequently, my spouse and I are trying to take trips as a family to build lasting memories. That is when we feel we are spending our lives wisely.
“The most terrifying words in the English language are: I’m from the government and I’m here to help.”
Ronald Reagan
