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|About||Financial Advisor helping businesses and individuals with financial objectives. Financial strategies-investment advice-insurance products.|
Alan received his Bachelor of Sciences Business Degree from the University of Nebraska at Kearney. He is a member of Rejoice Lutheran Church, Omaha Chamber of Commerce President’s Club, Western Douglas County Chamber Ambassadors, Partnership In Aging, Senior Resource Group, Men in Mission, volunteers with his family at Omaha Kids against Hunger, and serves on many committees including being the Fundraising Chair for the Omaha Alzheimer’s Association Walk for a Cure in 2016. He is active in the National Association of Insurance and Financial Advisors (NAIFA) organization. He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, Annuities, Sickness, Accident and Health licenses. He is a Registered Representative of Securian Financial Services. Alan has two children- Kyla and Logan.
Alan has been working with business owners for over 20 years and recently joined Heritage Financial Services in February 2016. Alan has received multiple awards over his last 20 years and has most recently been honored as “Businessperson of the Year” by Western Douglas County Chamber in 2016.
Alan is passionate about offering financial education to the community. He conducts numerous educational workshops on financial matters. Alan focuses in the following areas:
•Long-Term Care Insurance
•Retirement income solutions for couples and individuals
•Asset Preservation Strategies
•401(k) and other Retirement Plans
Heritage Financial Services 1010 S. 120 th Street Suite 200 Omaha, NE 68154 Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Heritage Financial Services is independently owned and operated.