About Al
Al specializes in providing coordinated financial planning to clients who own businesses or have other complex needs. He was motivated to become a financial advisor out of a desire for a more comprehensive and flexible approach to support people in achieving their financial dreams.
Based in Asheville, North Carolina, Al enjoys hiking, traveling, reading, and spending time with his family. He has been active in the Asheville community for many years, serving on the boards of Asheville Community Theater, UNC Asheville Foundation, and Asheville Parks and Greenways Foundation. He is also a member of the Rotary Club of Asheville and a longtime supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC.
Education and Professional Milestones
-Appalachian State University - bachelor’s degree in business administration
-University of Tennessee - Master of Business Administration
-Was senior financial planner for Davis Financial Planning in Asheville, a firm he founded in 2010, and held roles as a business banker, private banking manager, and bank regional director
-Has served as president of the Alliance of Comprehensive Planners and the Land of Sky Estate Planning Council
Al specializes in providing coordinated financial planning to clients who own businesses or have other complex needs. He was motivated to become a financial advisor out of a desire for a more comprehensive and flexible approach to support people in achieving their financial dreams.
Based in Asheville, North Carolina, Al enjoys hiking, traveling, reading, and spending time with his family. He has been active in the Asheville community for many years, serving on the boards of Asheville Community Theater, UNC Asheville Foundation, and Asheville Parks and Greenways Foundation. He is also a member of the Rotary Club of Asheville and a longtime supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC.
Education and Professional Milestones
-Appalachian State University - bachelor’s degree in business administration
-University of Tennessee - Master of Business Administration
-Was senior financial planner for Davis Financial Planning in Asheville, a firm he founded in 2010, and held roles as a business banker, private banking manager, and bank regional director
-Has served as president of the Alliance of Comprehensive Planners and the Land of Sky Estate Planning Council