Who We Are

Alan Irving is the founder of Irving Financial Group and a generational wealth advisor with a vision that reaches far beyond retirement. For over two decades, he’s helped families think bigger than balance sheets—shaping financial plans that steward not just assets, but values, purpose, and legacy.

What began as a shift from farming in northern Maine to starting fresh in Florida has grown into a multi-generational firm, built on conviction, rooted in family, and designed to last. Today, Alan works alongside his oldest son Nicholas and a growing team, serving clients who care deeply about what they’re building—and who they’re building it for.

Alan brings clarity to complexity and a calm voice to times of uncertainty, helping families navigate major transitions, steward their stories well, and multiply impact across generations. He holds a Bachelor of Science in Agribusiness Management and Resource Economics from the University of Maine, along with his Series 7 and Series 66 securities registrations through LPL Financial. He is also licensed for Life, Health, Annuities, and Variable Products.

Alan and his wife, Nicole, have been married since 1997. Together, they are raising a large, vibrant, multigenerational family with 16 children and 6 grandchildren. Whether he’s mentoring one of his sons, leading a client conversation, or hosting a beach night for 30, Alan’s focus is the same: to live with intention, to build what lasts, and to serve well—both now and for generations to come.

Nicholas Irving is a financial advisor at Irving Financial Group, where he works alongside his father and a growing multigenerational team to help families steward their resources with clarity, purpose, and long-term perspective.

Known for his steady approach and analytical mindset, Nicholas plays a key role in delivering personalized planning and investment insights to clients across generations. He helps individuals and families navigate financial complexity with confidence—bringing both data and discernment to each conversation.

Before joining the firm, Nicholas worked as a finance manager in the automotive industry, where he developed a strong foundation in credit strategy and client service. He now holds his Series 7 and Series 66 securities registrations through LPL Financial and is licensed for Life, Health, Annuities, and Variable Products.

Nicholas and his wife Rachel are raising their five young children—Micah, Claire, Lillian, Genevieve—and are active in their church and local community. Whether he's guiding a client through a key decision, leading a small group, or hosting a family basketball game, Nicholas brings consistency, humility, and conviction to everything he does.

Lue Ann Hornbeck serves as the Director of Operations at Irving Financial Group, where she brings structure, clarity, and follow-through to every corner of the firm. As the bridge between the advisory and service teams, she ensures that each client experience is seamless—from strategy to execution.

With a strong background in administration and team leadership, Lue Ann oversees internal systems, compliance records, staff coordination, and client follow-ups. Her work behind the scenes is what allows everything in front of the scenes to flow. Whether she’s helping prepare for a key client meeting or refining operational processes, Lue Ann makes sure nothing falls through the cracks—and that every client feels known, supported, and cared for.

She and her husband have lived in the Bradenton area since 1989. They have two adult children and one grandson. Outside the office, Lue Ann serves faithfully at her church as a host team coordinator and an interpreter for the hearing impaired. She enjoys gardening, dancing, and being outdoors—often with family nearby.

Wanda Rincon serves as a steady and thoughtful guide for new clients joining Irving Financial Group. As our Client Onboarding Specialist, she helps families take their first steps with clarity and confidence—coordinating paperwork, answering questions, and ensuring every detail is handled with care.

Wanda brings warmth, precision, and a genuine commitment to service. Her goal is to make each client’s transition into our firm feel seamless—so they can focus not on the process, but on the purpose behind it.

A lifelong local, Wanda grew up and married in the Bradenton area. She and her husband are raising three children—including a daugther and two energetic boys—and love spending time together exploring parks, museums, and local favorites. At home, Wanda enjoys experimenting with new recipes and discovering hidden gems in the area’s restaurant scene.

Caroline Clendenon is often the first voice our clients hear—and always a warm, reassuring one. As our Client Care Specialists, she assists with everything from account contributions and distributions to beneficiary updates and ongoing service needs. She also helps coordinate client reviews and plays a key role in planning the details that make our events memorable and meaningful.

Born and raised in Bradenton, Caroline enjoys playing pickleball, cooking, and hosting in her free time. She and her husband, Jonathan, share a passion for faith, hospitality, and community, often opening their home to bring people together in meaningful, Christ-centered connection. Looking ahead, they hope to travel and experience new places together.

Maisie Ritzenthaler serves as our Client Experience Specialist, leading client communication efforts, keeping clients informed, engaged, and connected through timely updates regarding events and firm initiatives. She also helps coordinate client reviews and heads up the planning and execution of client events, ensuring each experience is thoughtful, seamless, and meaningful. Her attention to detail and creativity play a key role in strengthening client relationships and bringing the firm’s client experience to life.

Born in Tampa and raised in Bradenton, Maisie is currently pursuing a dual degree in neuroscience and music at New College of Florida. She leads worship at her church on piano, volunteers with Solve Maternity Homes, and stays active with tennis and pickleball. Deeply family-oriented, Maisie hopes to build a family of her own one day—and brings that same heart for family into the way she serves yours.

• Estate Planning Attorneys – to help structure your legacy with clarity and confidence
• Tax Professionals – to ensure your strategy remains efficient and aligned with your long-term goals
• Insurance Specialists – to assess risks and safeguard what matters most