Our Team

Alan is the founder and president of Irving Financial Group, an investment advisor representative with LPL Financial, a graduate of the University of Maine, the father of 16 children and grandfather of 6.

Caroline Clendenon is often the first voice our clients hear—and always a warm, reassuring one. As our Client Care Specialist, she assists with everything from account contributions and distributions to beneficiary updates and ongoing...

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.

Lue Ann is the director of operations at Irving Financial Group, a volunteer at her church, the mother of two, and the “Nani” of one.

Nicholas is a financial advisor at Irving Financial Group and an investment advisor representative with LPL Financial. He is married and has 3 young children.

Wanda is the client onboarding specialist at Irving Financial Group and a wife, step-mom, mom, and amateur chef.