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Alan completed an internship with Compass in the spring of 2021 and joined Michele Bjorkgren’s team full-time later that year. He is a registered representative of LPL Financial and a financial advisor with Compass Financial Services. Alan holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Compass Financial Services. Alan is also a licensed life insurance agent for the state of Iowa.
Originally, Alan is from Sioux Center, IA. He graduated from Northwestern College (Orange City, IA) with a bachelor’s degree in finance and agricultural business. At Northwestern, Alan met his wife Sarah and they got married June 26, 2021. Sarah currently attends Drake University as a graduate student in their Occupational Therapy doctoral program. They live in Grimes, where they enjoy exploring the extensive recreation trails and trying the new restaurants that seem to pop-up daily.
In his free-time, Alan can be found riding his bike, reading a good book, or spending time with his family outdoors. He also volunteers with the Grimes Volunteer Support Services, mowing lawns and clearing snow.
Alan enjoys using his passion for helping others, especially when it involves their financial journey.