Alan was born in Birmingham, Alabama the son of a United Airlines pilot and flight attendant. With support from his family, he earned his commercial pilot’s license before graduating high school. While flying corporate aircraft by day, Alan studied finance at night at Birmingham-Southern College. Within two years of graduation, Alan was hired by United as a pilot in March of 1996. He later married a United flight attendant, following in his father’s footsteps once again.
Even as Alan found his aviation career fulfilling, he realized many of his colleagues needed help with their investments, especially their retirement assets. So he began a parallel career to provide his fellow pilots with objective financial planning and money management. After three years working for a Birmingham bank, he founded United Wealth Management in 2005 to serve his fellow pilots with independent advice. He has earned the Chartered Retirement Planning Counselor™ Accreditation from the College of Financial Planning.
A portion of revenues generated from Alan’s clients is donated to the Sarcoma Foundation of America and the Wounded Warrior Project. Alan lives with his wife, Carmen and sons Taylor and Luke in Charlottesville, VA. In his spare time, he races bicycles around the southeast U.S.
Alan can be reached at our Charlottesville office at:
Dan grew up in Galesburg, IL as the youngest of seven brothers and sisters. His parents, schoolteachers, instilled the core values of family, hard work, and service.
He fell in love with flying at an early age. Using income earned from neighborhood paper routes, shoveling snow and mowing lawns, he earned his pilot’s license while in high school. In pursuit of his dream of being a military pilot, he enlisted in the Illinois Air National Guard while attending
St. Louis University. Upon earning his degree in Aeronautical Engineering, cum laude, he landed his dream of flying the F-16 for the Illinois Guard. Although he no longer flies the F-16, he has over 22 years of military service and continues his aviation career as a pilot for United Airlines.
He discovered another life passion when he began investing in the financial markets in the 1990s, an interest which soon led him to realize the important role that planning, patience and discipline plays in families’ lives. Shortly after Alan had founded United Wealth Management in 2005, Dan met him through a mutual acquaintance. Together, they felt that their shared interests and complementary skill sets would offer a distinct solution to the pilot community, so they became partners shortly thereafter. Dan holds a Certificate in Financial Planning from Boston University and is a Certified Financial Planner™ professional.
Dan lives in Springfield, Illinois with his wife Julie and children Grace, Jack and Luke. They are members of St. Jude’s Parish in Rochester. When not with his family, Dan enjoys reading, cycling and sports & fitness.
Dan can be reached at our Springfield office at: