Alan grew up in the financial industry. His father was a stockbroker and then a wholesaler for American Funds for 20 years. Alan followed a similar path. He has worked as a wholesaler for both Putnam Investments and American Century over the past 25 years, serving the New England territory.

Alan joined Flexible Plan Investments because of the change he sees in the overall retail investing phase, as core asset holders transition from the accumulation phase to the distribution and preservation phase. He believes that Flexible Plan’s approach of “dynamic risk management” paired with different and adaptable management strategies in different market environments can be key to portfolio longevity for clients taking distributions.

Alan and his wife, Reaney, reside in New Canaan, Connecticut, with their two sons. When not working, Alan enjoys any outdoor activity. He is an avid cyclist and has raised thousands of dollars through charity rides for the Hole in the Wall Gang Camp.