Alan works with clients and their advisors to accomplish numerous objectives within the insurance industry. Using a holistic approach and a goal orientated mentality to see the whole field, every moving player and draw up a game plan for success. The endpoint is solving concerns of income protection to estate planning, long term care to disability and protecting business interests. Annual reviews with clients and training sessions with advisors is a common practice.
Prior to joining American Business Alan worked for a Boca Raton insurance brokerage agency and as an independent agent. Being raised by a doctor who ran a sole practice, Alans understands how medical issues can change the family dynamic overnight. Growing up hearing the different financial concerns/needs of the doctors, office staff and patients was essential in installing the intrinsic curiosity of how to fix these problems. Years later he now leverages his knowledge of risk mitigation with them to resolve these obstacles.
A native South Floridian Alan went to Wellington High School and thereafter the University of Tampa, graduating with a bachelor of science in accounting degree. Now living in Fort Lauderdale Alan spends his free time playing golf, hockey, and tennis. Alan is also passionate about taking in European club soccer and motorsports