Alan McClainMANAGING DIRECTOR
Alan McClain's areas of experience include planning strategies for Retirement, Estate Tax Planning, Business Succession Planning and Investment Portfolio Management. Alan is a graduate of Texas A&M University, Corpus Christi with a BBA in Finance. He has also completed a course in Leadership Excellence at the University of California at Berkley and is a graduate of Leadership Corpus Christi. Alan stays busy in the business community as a member of the Entrepreneurs Organization (EO) and serves on the Forbes Advisory Panel, a national group that analyzes current economic conditions. In his off time, Alan, a native Coloradan, enjoys being active outdoors. He has completed four marathons and the Baja 500 Off-Road Race, enjoys hunting and, most important, spending time with his family.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.