Professional
In 1968, Alan began his career with Northwestern Mutual, working in their college internship program. After graduating from Springfield College he became a full-time Northwestern Mutual Financial Representative. While he was starting his financial services career, Alan also became the head Wrestling Coach for the University of Rhode Island. There Alan was recognized as New England Coach of the Year three times and in 1993 was inducted into the URI Sports Hall of Fame. In 2011, Alan was honored by Springfield College, with an Honorary Doctorate of Humanics - a life time achievement.
Alan is proud to be with Northwestern Mutual for over 50 years. Alan has always prided himself on doing the right thing and helping his clients achieve financial security. While continuing his work at Northwestern Mutual, Alan is also the Managing Director of Octagon's Baseball Division.
Alan is married to his wife Lia, and they have 2 children - Alana and Lou - and five grandchildren - Julia, Brody, Cooper, Emory and Maizy. He enjoys spending most of his free time with his family. While Alan and Lia call Chicago home, they are lucky enough to escape the harsh winters in Scottsdale, Arizona. Alan and Lia spend their summers in Narragansett, Rhode Island, back where it all began!
Years of Experience
Representing Northwestern Mutual since 1968.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
