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
10 Simple Ways to Cut Taxes This Summer
It is already starting to feel like summer in many parts of the country.
Spring Cleaning: When Can You Purge Your Old Financial Records?
Feeling the urge to purge?
Home Mortgage Interest Deductions
If you own a home with a mortgage, you should receive an IRS form from your lender each year with information that is used to claim an itemized deduction for qualified residence interest.