As a managing partner of Four Financial Management, Alan brings 21 years of experience helping clients navigate the financial markets. He spends the majority of his time sharing his vision of how Four Financial Management may help families develop a comprehensive plan to strategically accomplish their life goals.
Alan’s interest in the stock market dates back to his childhood. At a young age, he spent many mornings at the kitchen table with his grandfather helping him look up stock prices in the newspaper. These cherished times created a passion in Alan that ultimately paved the way for his career path. His grandfather also taught him a lesson that Alan still holds dear… “He taught me that making money was good, but also it is only a means to an end. We must do good things with money to make this a better world.”
Alan is active in the local community and serves on the Board of Directors for the Michigan Israel Business Bridge, the Jewish Federation of Greater Ann Arbor and the Jewish Community Foundation.
Alan currently resides in Ann Arbor with his wife, Julie, and their two daughters, Jillian and Riley. Originally from New Jersey, Alan attended the University of Florida where he earned a BA in Criminology and Sociology.