As a co-founder of Green Wealth Management Group, LLC, Alan brings a passion for creating wealth management planning strategies and collaborating with our clients’ other advisors (attorneys and accountants) to achieve optimal outcomes. Previously, Alan worked at Merrill Lynch, where he was Senior Resident Director and a Wealth Management Advisor. In total, Alan worked for 20 years at two large Wall Street brokerage firms as a financial advisor and a leader of financial advisors. During this time, he earned three advanced designations: CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and Certified Plan Fiduciary Advisor.

Alan is a graduate of the University of Connecticut with a degree in Economics. He is the President of the Southbury Middlebury Scholarship Fund, a former member of the Board of Directors for the St. Vincent DePaul Mission of Waterbury, a former member of the Board of Directors for the Waterbury YMCA, and a past voting member of the United Way of Greater Waterbury. He is a lifelong swimmer and lives in Southbury, CT with his wife, Kathy, and three children, Kenneth (K.C.), Brayden, and Stella.

_{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}