Meet the Team
Alan McBroom
Alan has a passion for helping people. He comes from a 30 year ministry background including serving as a Pastor and Hospice and Hospital Chaplain. During his ministry years Alan saw first hand how a lack of planning in a family's financial matters led to a depressed end to a spectacular life. Alan provided spiritual care to people, providing them peace at a vulnerable and often chaotic time in life. He now feels called to help people of all ages find peace in their finances, thus avoiding the many sad realities that come with failing health. That is the time when a solid financial plan comes to fruition! Together Alan and each client form a custom holistic plan to address every area of individual and business finances. In so doing each client has the peace of a fiduciary broker-agent working to maximize their money, optimizing their future.
Joan McBroom
Joan has worked in the financial services industry since 2012. First and foremost, her calling is to selflessly serve others with the highest level of integrity and to always do what is best for her clients. She provides holistic services that include a financial needs analysis and debt elimination strategies. When she is not with a client, she is most likely creating memories with her husband, one of her 6 adult children or 12 grandchildren. She and her husband love adventure and as a result, they travel as much as possible. Along with living in the USA, she has lived in Germany and Brazil. Her educational background is Theology, Missions, Christian Education and Elementary Education. She loves to meet new people and can't wait to meet you and hear about your life so she can best serve your needs.