portrait of Alan Bentley

About Alan

My WHY: During my youth, money was multiple things – mainly, never talked about (other than there not being enough) … Well, that one thing weighed heavily like multiple things. If asked, I share my pivotal money moment with my clients. That moment over 25 years ago has led me on a journey to where I am today. Navigating finances and related decisions is challenging and can be intimidating. Strategic financial education is hard to come by and can be confusing. The pain I felt fuels my passion to help individuals and families along their unique journey to make it...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • New Investors
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Education

  • Iowa State UnivBachelor of Science

Personal Interests

  • Real Estate
  • Board Games
  • Health & Nutrition
  • Podcasts
  • Cycling

Team Members

  • Amanda Selvage
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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