Alan joined Intrua Financial in 2014 bringing with him more than 15 years’ experience in financial services. He specializes in the science behind the capital markets and portfolio construction theory—knowledge that serves clients well as Alan develops their investment recommendations.
LPL Financial holds Alan’s Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) registrations and Intrua Financial holds Alan's Series 65 (Uniform Registered Investment Adviser Law) registration. He earned the Accredited Investment Fiduciary (AIF®) designation and participated in training with Dimensional Fund Advisors. His Bachelor of Arts degree in music is from Texas Tech University.
Outside the office, Alan loves to spend time with his two children, play guitar, and practice Krav Maga.