Broker Check

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 Cetera Advisor Networks LLC, a graduate of the University of Maine, and the father of 16 children. 

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Dotty Mohr

Director of Investor Relations

(941) 748-5404

(855) 618-0184

Dotty is the Director of Investor Relations for Irving Financial Group, the mother of two, and grandmother of quadruplets. 

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Lue Ann Hornbeck

Planning Coordinator

(941) 748-5404

(855) 618-0184

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.

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Isaac Irving

Business Development

(941) 748-5404

(855) 618-0184

isaac@irvingfinancialgroup.com

Isaac does business development at Irving Financial Group and the second oldest from the Irving family of 16 children. 

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Annabelle Irving

Director of Marketing and Business Development

(941) 748-5404

(855) 618-0184

annabelle@irvingfinancialgroup.com

Annabelle is the newest member of the Irving Financial Group team and the eldest girl in the Irving family of 16. 

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Mike Palen

OSJ Manager

(941) 748-5404

(855) 618-0184

Mike is a compliance officer, an Investment Advisor Representative, a Navy veteran, the father of four, grandfather of eight, and great-grandfather of five. 

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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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