Allan has worked with investors to find solutions specific to their individual needs and goals for over 20 years. Focused on retirement, wealth and estate planning, he specializes in the mechanics behind helping you reach your goals by constructing customized client portfolios.
Prior to joining Raymond James, Allan was a financial advisor with Wells Fargo Advisors and attended the University of North Texas. Dedicated to serving his clients in their best interest, he also attained the certification of CERTIFIED FINANCIAL PLANNER™ professional. This client-centric designation demonstrates a commitment to serving your financial needs – from discovering your attitude toward investing to helping protect your wealth and establish your vision for retirement – and includes demanding education, examination, experience and ethical requirements.
Originally from Ontario, Canada, Allan is a member of the Denton Hi Noon Lions Club and Restoration Church, as well as an ambassador of the American Quarter Horse Foundation. In his free time, he rides and competes in Cowboy mounted shooting events. He lives on a horse ranch in Mountain Springs, Texas, with his wife, Renay, and has four children.
Raymond James Financial Services, Inc. is not affiliated with the above independent organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.