Using a decade of investment experience, Alan has quickly become a trusted financial advisor among clients and industry associates. He actively goes out of his way to provide exceptional hands-on experience and prides himself on product and process knowledge, making every effort to match the best investment vehicle to each client’s needs. He is thrilled to have aligned with an innovative, consumer-driven company such as Copper Financial Management.
Alan originally graduated from the University of California at Santa Cruz with a degree in environmental and earth science and later joined the financial industry out of his desire to explore the financial markets. He owns a part-time business permitting residential property for development and maintains an active portfolio of rental homes.
Residing in Gig Harbor, Alan holds a Series 7 stock broker license and a Series 66 investment advisor license. Alan also retains an active mortgage license. He is a problem solver who is always looking out for his clients’ best interest, and taking part in his clients’ most important financial decision is what drives him to do his best each day.
Outside of the office, Alan enjoys water sports, including skiing, rafting, and scuba, and also enjoys gardening, model railroads, and Dungeons & Dragons. His community involvement includes the Gig Harbor Chamber of Commerce and the Gig Harbor Peninsula Food Bank.