Our Team
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.
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, and the mother of two.
Mike is a compliance officer, an Investment Advisor Representative, a Navy veteran, the father of four, and the grandfather of eight.
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.