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Alan joined the Coordinated Plan team in 2021 after merging his business (Caritas Consulting) with his son David and partner Randy. Alan has been assisting clients for nearly two decades and brings an additional 25 years of experience prior to entering the financial services industry. Holding degrees in engineering, business, and management, he brings a significant level of analysis and detailed investigation into play that directly benefits clients. A graduate of Carnegie Mellon University and with an M.S. degree from the National Technological University, Alan gives back to the community in which he lives and works, as an active board member and trustee of several local charitable and religious organizations.