Partner / Principal Advisor

When he first entered the financial services industry in 1986, Alan joined a highly regarded financial planning firm known for training in comprehensive financial and estate planning. His practice concentrated on the financial planning needs of businesses, their owners and their executives (corporate benefits, financial and estate planning). After serving in several key executive roles with financial firms, Alan merged his practice with Trinity in July of 1998. He is a member of the Estate Planning Council of St. Louis, and the Society for Financial Services Professionals.

Alan serves both business and personal clients in many facets of financial planning: qualified retirement plans, key employee options, and ownership continuity plans for businesses; wealth accumulation (investment planning for education, major acquisitions and retirement), income protection (disability and premature death planning), and asset preservation (retirement and estate planning). He provides specialty support in the areas of business planning and individual insurances for the Trinity Team, and also serves as the Compliance Officer for our independent broker-dealer, Trinity Wealth Securities, LLC.

Alan lives in Eureka with his wife Janet, and they are members of Cornerstone Evangelical Free Church in Webster Groves. He enjoys being the 'father' of Wendy and Brett, his stepchildren, and the 'papa' of five grandchildren. He and Janet also serve on the board of Berean Mission Alliance, an organization whose primary purpose is to partner with Christians around the world who are actively proclaiming the gospel of Jesus Christ through His Word.