At some point, Al has probably been in your position. During his lifelong career, which spans more than 26 years and a number of industries, Al has been a controller, a CFO and a COO. He has seen the financial world from the side of a business leader and the side of a financial advisor, and that helps him make decisions with a well-rounded perspective.
“I know the day-to-day issues my clients face, because I’ve dealt with them myself,” Al says. “Having experience in both the accounting department and executive management means I can rapidly assess your situation, tap into that knowledge, and make an intelligent decision.”