Alan has served individuals, families, and small business owners in Walton County and the greater metro Atlanta area since 2008. With a dual background in accounting and finance, Alan has nearly 20 years of experience in private accounting, tax planning, and wealth management. His mission is to guide clients through every stage of life with personalized financial strategies designed to pursue long-term success.
Alan became a licensed financial advisor in 2009 and is an Avantax Elite Advisor—a distinction awarded to the top 150 advisory practices nationwide based on assets under management. He is also one of only 16 advisors across the country selected to serve on the Avantax Advisory Council, where he contributes thought leadership and insight to help shape future decisions.
A graduate of Georgia State University in 2008, Alan earned his Bachelor of Business Administration in Accounting and Finance. His vast experience in tax planning and preparation, combined with a commitment to relationship-based financial planning, allows him to deliver comprehensive solutions tailored to the unique goals of each client.
Beyond his professional work, Alan is actively involved in his community. He currently serves as the Financial Chairman of the Board of Directors at Providence Classical Christian School in Oxford, GA, and as Treasurer for Walton Community Church in Monroe, GA.
Alan lives locally with his wife and two children. He enjoys spending time family and friends, and loves the outdoors, traveling, and cheering on Georgia Football.