We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Alan is the President and Founder of Irving Financial Group, an Investment Adviser Representative with Cetera Advisor Networks LLC, a graduate of the University of Maine, and the father of 16 children.
Director of Investor Relations
Dotty is the Director of Investor Relations for Irving Financial Group, the mother of two, and grandmother of quadruplets.
Lue Ann is the Planning Coordinator at Irving Financial Group, a volunteer at Bethel Baptist Church, the mother of two, and the "Nani" of one.
Isaac does business development at Irving Financial Group and the second oldest from the Irving family of 16 children.
Director of Marketing and Business Development
Annabelle is the newest member of the Irving Financial Group team and the eldest girl in the Irving family of 16.
Mike is a compliance officer, an Investment Advisor Representative, a Navy veteran, the father of four, grandfather of eight, and great-grandfather of five.
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.
Learn more about the Irving Financial Group difference.