"Invest for the long haul. Don’t get too greedy and don’t get too scared." - Shelby M.C. Davis

Alan serves as Chief Operations Director and is dedicated to optimizing operational quality and efficiencies, ensuring that clients receive the highest standard of care. Joining Copley Financial Group, Inc., an RIA with a fiduciary commitment to putting clients' interests first, represents a natural progression in Alan's career.

With over 15 years of experience supporting fiduciaries, Alan has led service and operations teams as a Director at TD Ameritrade Institutional and Schwab Advisor Services. He is a results-oriented professional devoted to enhancing engagement, problem-solving, professional development, and fostering accountability within teams. Alan holds an MBA from the University of Phoenix and a BS in accounting from San Diego State University. He holds the Series 7, 63, 9, 10, 24 & 65 licenses. He is also a Fiduciary Investment Advisor Representative.

Alan resides in Carlsbad, CA, with his wife, Ani, and their two children. The family enjoys walking their dog, camping, and immersing themselves in nature, taking full advantage of the San Diego climate. In his personal time, Alan enjoys photography, yoga, and mountain biking.