Upon entering the financial services industry in 2016, Alan began specializing in portfolio management, portfolio alignment, and trading to help his clients achieve their retirement goals. Alan, Richard, and Brian decided to launch 3D Private Wealth Advisors, so they could have the freedom to provide a more comprehensive client experience.
Alan is a graduate of The Ohio State University majoring in economics. He then went on to continue his education at Southern New Hampshire University, where he received his master’s in accounting. Before the launch of 3D Private Wealth Advisors, Alan spent time working for Wells Fargo Advisors.
Outside the office, Alan is an avid golfer. He started playing at the age of nine and played throughout high school and college. He even had the opportunity to play professionally on the NGA Tour, now known as the Swingthought.com Tour, for three years before starting his career in finance. Like his father, Alan is a fan of Ohio State football. On a typical weekend, you can find Alan golfing at the Marion Country Club or spending time with his family.