Alan graduated from Indiana University's Kelley School of Business with degrees in Accounting and Finance, and went on to earn his CPA. He was honored to receive the Indiana CPA Society High Grade Award for one of the top ten composite exam scores in the state that year. He began his career at RSM before spending several years in client-facing roles at Cisco and Salesforce.
Joining Wealth Advisors Group feels like a homecoming for Alan, who first got to know the team as an intern during college. He's excited to help build out the firm's strategic tax service line, bringing a CPA's perspective to one of the largest expenses families face over a lifetime.
Alan and his wife are blessed with four children. They are parishioners at St. Vincent de Paul Catholic Church, and as a family enjoy hiking, fishing, and cheering on both IU and Notre Dame athletics.