Alan Roman – JD, LLM, ChFC® CLU®

Vice President, Advanced Markets

Alan helps GamePlan’s agents grow their insurance business with advanced markets consulting, direction and support. Prior to joining our team in 2010, Alan owned and operated an independent insurance marketing organization for 10 years. He previously practiced law in the areas of tax, estate and business continuation planning.

Alan earned his law degree from the Detroit College of Law and his LL.M. in taxation from Wayne State University Law School. He is still licensed to practice in Michigan. His certifications include a juris doctor (JD), masters of law (LLM), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). Alan holds Series 7 and 63 securities registrations and is life and health insurance licensed.

Alan is married and has two children. A brave family, they own not one or two, but four cats. Alan played baseball through college, and enjoyed coaching teams for both of his children. A multi-sport athlete, he is also a hockey fanatic, playing for many years and also serving as the head coach of the Palm Beach Central High School ice hockey team from 2008-2012. If you’re not careful when walking through the office, you might get a friendly check into the wall just for fun. Alan also enjoys ongoing fitness training.

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Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal or tax advice. Producers and their clients are encouraged to consult a tax advisor or attorney.