Upon graduation from Drexel University Al became conversant in the investment and estate planning areas for individuals and small business owners while working in the public accounting field for Price Waterhouse Coopers. Al was recruited by Alco Standard Corporation for tax research and compliance support for a $2.5 billion subsidiary called, Paper Corporation of America.
In 1989, Al left to start his own professional financial planning practice by registering with Lincoln Financial Advisors Corp. His value to individuals and business owner clients is his understanding of complex estate, business transfer, investment and retirement issues. He focuses on his client’s needs. With their input he develops a personalized financial model. It is this process of development which has helped his clients to position themselves to meet their personal and financial objectives.
Al has been recognized by Lincoln for his production, leadership and ability to serve his clients in an exemplary manner. He has continued his education and has received the designation, Chartered Financial Consultant (ChFC). He holds FINRA registrations 6, 7, 22, 24 and 65. Alan has also been a member of the Million Dollar Round Table.
He is a past Director and Officer on the Board of the Philadelphia Chapter of the National Association of Accountants. He is a member of the Chester County Chamber of Business and Industry Council, National Association of Life Underwriters and the Society of Financial Service Professionals. He has been a frequent speaker on radio, television and for client events. Alan is an Assistant Scoutmaster in Troop 55 located in West Chester, PA. He is also active in his church.
Alan and his family live in Chester County, Pennsylvania.