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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.