Al served in the United States Marine Corps for 8 1⁄2 years and was awarded two Bronze Star medals with Combat “V”, the Purple Heart and eight lesser decorations.
Al entered the financial services industry in 1990. Al was with the Principal Financial Group® (The Principal) for four years serving in various management positions. Prior to working with Principal, he worked independently with Mass Mutual focusing on developing comprehensive financial strategies for closely held business owners and executives.
Before joining Insight, Al was a Private Wealth Advisor with Lincoln Financial Advisors for 13 years. His areas of professional experience include development of comprehensive wealth management plans, which encompass investment planning, retirement planning, estate planning, business continuation planning, and non-qualified executive benefits. Al has completed the Fast Track Institute at The American College. His experience in building an organization with revenue in excess of $8.5 Million and over 150 employees has proven valuable to a wide range of business owners and individuals.