Alan’s administrative assistant is Kelly Tungett (314) 336-0833
Personal Statement: As a CRNA (Certified Registered Nurse Anesthetist) for 40 years I have built many relationships with healthcare professionals. I realized there was a need to not only help people medically, but also financially, so I became very interested in financial planning. As an advisor I work with healthcare professionals to design a path forward to help achieve their goals and reach retirement safely.
Primary Practice Areas: Financial Planning, Investments and Insurance
Employment History: CRNA at various Healthcare Facilities in Eastern Missouri 1983-present, Royal Alliance Representative 1996-1998, Premier Financial Partners 1998-2002, Independent Financial Advisor 2002-present
Education and Academic Honors: CRNA BS in Anesthesia from Kansas Newman College 1983, Foundations in Financial Planning Para Planner from NEFE in Denver 1997
Affiliations: Missouri Association of Nurse Anesthetists
Hobbies & Interests: Hiking, Traveling, and Reading