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.
Client Services Associate
Isaac is the Client Services Associate at Irving Financial Group, a full-time college student, and the second oldest of 16 children.
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.