Alan has been in the financial services industry since 1997. He is a fully licensed 2-15 life, health and variable annuity agent as well as holding a variety of securities licenses including the series 7 and 24. Alan started his career on the banking side of the industry before becoming the Chief Compliance Officer of a national firm.
Today, Alan spends his time working his own practice and has enjoyed teaching insurance and continuing education at Gold Coast since 2008. Imparting his knowledge and experience in a beneficial and enthusiastic way is Alan’s passion and gifting.