“I appreciate getting to know clients and their individual situations, their interests and what’s important to them. That understanding allows me to help clients navigate planning options and to assist them in making good decisions. I share with Carson Wealth the value of being completely accountable to our clients, striving to do my best work and providing educated and thoughtful advice.”
Alan believes in helping his clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. Based on his client’s needs, he will create an investment allocation for them along with a proactive, holistic wealth plan that will help them make informed financial decisions throughout their life and pursue their financial goals. Alan’s practice focuses on comprehensive wealth management services as well as corporate retirement planning in Carson Wealth’s Houston office.
Alan began his career in the financial services industry in 1996 after graduating with a BS in History/Pre-Law from Oklahoma Christian University.
Alan is originally from Lubbock, Texas and now resides in Houston, Texas. Away from work, Alan enjoys spending time with his wife, Julie and their two daughters. Alan also appreciates hunting, fishing, and golfing.