Alan leads Tidal Creek’s financial planning practice and elements of the firm’s portfolio strategy. He is responsible for directing firm-wide processes and initiatives. Alan has a BBA in Accounting and Finance from Radford University. He is also a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent. Alan’s career includes a variety of roles in accounting and finance, including serving as an Investment Officer at a regional bank and Senior Plan Manager at a large broker dealer.