Office located at 3633 Inland Empire Blvd. Suite 860 Ontario, CA 91764
Additional offices by appointment only.
Alan brings more than 25 years of experience in the financial and insurance industry and is one of the co-founding principals of the firm. Passionate about helping people make informed decisions, he works closely with business owners, families, and pre-retirees to simplify the often overwhelming world of investments, retirement planning, and insurance solutions.
Known for his “keep it simple” approach, Alan believes financial planning should be clear, practical, and easy to implement. He takes pride in educating his clients and helping them build confidence in their financial future. His focus includes protecting assets from market volatility, planning for increased longevity, addressing rising healthcare costs, and creating reliable lifetime income strategies designed to provide long-term security and peace of mind.
Beyond his professional life, Alan is deeply committed to his family, faith, and community. He actively serves in his church’s Children’s Ministry and dedicates much of his free time to mentoring young athletes as the manager and coach of a competitive 13–14U travel baseball team.
Alan also enjoys fishing of all kinds—whether saltwater or freshwater—and loves traveling and experiencing new places. One fun fact about Alan: he has an identical twin brother and proudly reminds everyone that he is older by exactly one minute, a title he wears like a badge of honor.
Most importantly, Alan treasures spending time with his wife, Margaux, and their two children, Camille and Carter. Whether traveling, coaching baseball, or simply enjoying everyday moments together, Alan values being present and making meaningful memories with the people he loves most.