Alan has been a CPA since 1993, and earned his MBA and BS in Business Administration after graduating from the University of Colorado. With more than 30 years of financial positions with public and privately held companies his diversified background brings unique perspective to his clients. Alan's goal is to have all of his clients experience our commitment to excellence by providing total financial services to individual and small-to-medium business clients. His emphasis is on early planning incorporated with knowledge based financial strategies and coordinated business and personal planning.