Meet Alan…
How Alan got here
- Bachelor’s degree of Business Management from the University of South Dakota.
- 25 years of accounting experience serving small business owners and high-net-worth individuals.
- Joined the Rochester practice in 2023
How Alan approaches work
A collaborative team-based approach to meeting client needs.
Related Service Resources
2019 Tax Planning & Retirement Strategies for Businesses Presentation & FREE download
Smith Schafer Manager, Kyle Spicer and HK Financial held a tax planning and retirement strategies for businesses event at the Golden Valley Country Club. Topics included: Overview of updates after the Tax Cuts and Jobs ActMinnesota’s adoption of Federal Tax...
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Most business owners understand that one day, sooner or later, the time will come when they need to pass the torch onto a successor.
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