“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 re-balancing and keeping track of required minimum distributions on IRA accounts.
Before joining CWM, Alan pursued higher education at the University of Colorado (Boulder) where he studied psychology, history and accounting, and worked for several Denver area brokerage firms covering all aspects of brokerage operations including trading, cashiering and customer service. He has a wide range of experience from his 40 years in the financial industry.
Outside of Work
In his spare time, Alan enjoys hiking, snowshoeing, reading and hanging out with his dog. But not all at the same time.
- Series 11
Registered representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Comprehensive Wealth Management, LLC and IFG are unaffiliated entities.
I love reading, history and research
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