“I love reading, history and research,” said Alan. In fact, when it comes to researching the right moves for your money, Alan is the one to call to move money in, out, or between your CWM accounts. This includes trading, account rebalancing, and keeping track of Required Minimum Distributions on IRA accounts.
Before CWM, Alan pursued higher education at the University of Colorado (Boulder) where he studied psychology, history, and accounting. He has a wide range of experience from his 30 years in the financial industry. He worked for a number of Denver area brokerage firms covering all aspects of brokerage operations including trading, cashiering, and customer service.
In his spare time, Alan enjoys hiking, snowshoeing, reading, and hanging out with his dog. But not all at the same time.
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