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Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Alan B. Irving, II

President

(941) 748-5404

(855) 618-0184

Alan is the President and Founder of Irving Financial Group, an Investment Adviser Representative with LPL Financial, a graduate of the University of Maine, and the father of 16 children. 

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Nicholas Irving

Financial Advisor

(941) 748-5404

(855) 618-0184

Nicholas is a Financial Advisor at Irving Financial Group and an Investment Advisor Representative with LPL Financial. He is married and has 2 young children.

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Lue Ann Hornbeck

Administrative Planning Coordinator

(941) 748-5404

(855) 618-0184

Lue Ann is the Administrative Planning Coordinator at Irving Financial Group, a volunteer at her church, the mother of two, and the "Nani" of one.

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Caroline Irving

Administrative Assistant

941-748-5404

855-618-0184

Caroline is an administrative assistant at Irving Financial Group, teaches Awana at her church, and enjoys spending time with her family. 

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Wanda Rincon

Administrative Assistant

(941) 748-5404

(855) 618-0184

Wanda is an administrative assistant at Irving Financial Group, wife, step-mom and mom. 

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Collaborative Advisory Team

Having a collaborative advisory team of competent professionals to help you reach your goals is imperative. We can connect you with our our strategic partners in other disciplines.

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