Allan grew up in New Berlin, Wisconsin, where he saw how finances directly affected his family and how important planning is. This motivated him to enter the financial field upon graduation from the University of Wisconsin-Whitewater with a bachelor’s degree in finance.
Allan entered the field first with Northwestern Mutual as a Financial Advisor. He worked with insurance and investments, obtaining his life, health and long-term care licenses as well as his Series 6 and 63. After three years at Northwestern Mutual, he jumped at the opportunity to join the growing TriFound team, where he is excited to help people achieve financial security in their lives.
Allan loves watching and playing sports, exercising and spending time with friends and family.