Scott’s in-depth analytical abilities help clients understand their underlying risk and the state of their financial future. His background in financial analysis and investment management brings a wealth of information to high-level planning and investment services.
Alan’s clients run the gamut from individual tax clients to large multi-million dollar companies. He specializes in tax planning and compliance ─ and good humor.
Securities offered through Foothill Securities, Inc., member FINRA/SIPC. Advisory services offered through Hayashi & Wayland Investment Services (“HWIS”). HWIS and Foothill Securities, Inc. are not affiliated.