Alan Johnson, AWMA®
Vice President, Executive Planner
How long have you been working in your field?
What are your areas of focus?
- Investment Management
- Advanced Planning
Who is your ideal client?
A positive, but driven, person(s) who will set goals and work with me and my team to pursue them.
What problems do you consistently solve for your clients?
Replacing earned income with investment income, managing the different types of financial risk, and educating people on complex investment and economic concepts - making these concepts understandable and actionable.
What is the best advice you’ve ever received?
Spend lots of time actively listening, as understanding the situation fully will make it easier to help.
I was a behavioral counselor prior to working in finance. And, I was surprised by how much emotions and behavior play into financial decisions.
I have been married for 18 years, have two children and live in Maple Grove.