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Alan specializes in guiding professionals, business owners, and clients navigating significant liquidity events. He delivers tailored solutions in wealth management, estate planning, and tax strategy, all grounded in a goals-based investment approach. Alan’s work is defined by his commitment to helping clients transition smoothly into retirement or new life phases, offering clarity and confidence during pivotal moments.
With a career that began at AG Edwards in Colorado Springs in 2003, Alan brought his expertise to Wichita in 2007, where he joined INTRUST Wealth. He holds a Bachelor of Science in Information Systems from the University of Colorado, Colorado Springs, and maintains Series 7 and 66 licenses, Kansas Life and Health credentials, and is an Accredited Asset Management Specialist.
He is deeply engaged in the Wichita community. He serves as Vice President of the Board for Family Promise of Greater Wichita, supporting families overcoming homelessness through holistic and sustainable solutions. He also enjoys collaborating with his INTRUST colleagues on Habitat for Humanity projects.
Alan finds joy in spending time with his family, cheering on his kids in sports, and playing golf, enthusiastically, if not expertly.