Experienced professionals dedicated to your success
As you search for your perfect advisor, just know our team strives to collaborate in ways not always common within our industry. Giving every client the power of our entire network.
Our experienced professionals bring decades of combined expertise in wealth management, investment strategy, and financial planning.
Managing Partner & Senior Wealth Advisor
Alan founded Trails Edge with a vision to provide boutique-level service with institutional-quality investment management. With over 20 years of experience, he specializes in comprehensive wealth management for high-net-worth individuals and families.
Senior Portfolio Manager
Joanna leads our investment committee and oversees portfolio construction. Her expertise in institutional investment strategies and risk management has helped clients navigate various market cycles successfully.
Associate Wealth Advisor
Leo is a recent graduate of the University of Illinois at Urbana Champaign and is new to the Trails Edge team. As a student at UIUC, he studied personal financial planning and looks to make a career in the wealth management field.
Our collaborative approach and deep expertise set us apart in the wealth management industry.
Every client benefits from our entire team's expertise, not just one advisor. We work together to provide comprehensive solutions.
Our team holds advanced certifications and brings decades of combined experience in wealth management and financial planning.
We build lasting relationships with our clients, understanding their unique needs and providing personalized attention.