Alan is a proven senior executive in the financial services sector with a passion for building companies into profitable industry leaders through new products, markets and distribution. He currently works as Senior Managing Director for Brokerage Solutions, LLC and was most recently at M Financial Group as Vice President of Insurance Solutions during a period of record sales. Alan’s career highlights include heading business development for 9 years at ING/Voya, spearheading the development of industry-leading products that increased sales from 17,000 policies to over 200,000 within 4 years, building a new distribution channel at ING to $45 million of sales within 3 years, and with P&L responsibility for Voya’s $100 million Affinity Markets division, increasing net income in the first year from $800,000 to more than $3 million. Alan was also Chief Marketing Officer for SCOR US Life Reinsurance and Chief Operating Officer for Annuities at CNA Life. His significant experience includes developing the industry’s first modern guaranteed level term plans and the first life product with wellness features.

Alan holds an MBA in finance and strategic planning from The Ohio State University, graduating first in his class, and a Bachelor of Music in piano performance, summa cum laude, from Kent State University. He has also participated in executive leadership programs, including at The Darden School of The University of Virginia. His credentials include Fellow, Life Management Institute (FLMI®) with distinction and both the Retirement Income Certified Professional (RICP®) and Wealth Management Certified Professional (WMCP™).

He is an active community volunteer, including nearly 10 years on the board of Big Brothers Big Sisters in the Philadelphia region, with roles as Executive Committee member and Chair of the Finance Committee. Alan was a Big Brother for four years and is a current volunteer for Meals on Wheels.