Alan joined ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department. He graduated with a Bachelor of Arts in Finance and Economics from Flagler College and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from Florida State University. Alan is President of the Flagler College Boosters, past President of the St. Augustine Kiwanis and has been honored with Million Dollar Roundtable membership. He is a 2011, 2014, 2015, 2016 and 2017 recipient of the Best of St. Augustine* for Best Financial Planner. Alan resides in St. Augustine with his wife and 3 children.
*Best of St. Augustine per readers of the St. Augustine Record. Listing in this publication is not a guarantee of future performance or success. This award should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.