“I want everyone to benefit from the strategies the ultra-wealthy have used for 100+ years.”
Before joining Anchor Financial Group, Alan served as a Pastor and Hospice Chaplain for over 18 years. It was during this time he witnessed firsthand the challenges many people face in retirement. He encountered people who were unprepared for retirement income and long-term care needs, which often resulted in loss of independence and dignity, as well as isolation from family and friends. This experience profoundly affected Alan, inspiring him to transition into the financial industry to help people avoid these difficulties.
Alan’s clients often describe him as someone who listens to their concerns and offers unique solutions tailored to their goals and challenges. His 20 years of experience in counseling and helping people have equipped him with exceptional listening skills, enabling him to invoke confidence in his clients as they pursue their financial goals. His advice draws on the collective wisdom of his colleagues at Anchor Financial Group, ensuring that his clients benefit from the firm’s combined financial experience.
Alan holds a Bachelor’s Degree from Southern Nazarene University and a Master’s from NTS. He’s also licensed in life, health and annuities in 17 states.
Alan has lived in Tulsa, Oklahoma, for the past 10 years. He’s happily married to Joan, a certified functional health coach who also is part of the team at Anchor Financial Group. Their blended family consists of six adult children and 14 grandchildren, making family a big part of their lives. When he isn’t working or spending time with his family, Alan enjoys traveling, touring wineries, woodworking and socializing with friends.