Allan is a Wealth Manager with Creative Planning and is responsible for serving clients in the Southern Region.
Prior to joining Creative Planning, Allan had over thirty five years of experience in the industry with several independent investment advisors. Most notably with the Marshall & Ilsley Trust Company, State Street Global Advisors and Fleet Private Client Group, advising high net worth clients about estate and investment planning.
Allan graduated from the University of Wisconsin with a Bachelor of Arts degree in Political Science and a minor in Eastern European Relations. He earned his Master’s Degree in International Business in Finance and Economics from the American Graduate School of International Management in Glendale, Arizona.
Allan has two sons, Matheau and Evan.