Alan Kramer, Client Service Coordinator

Alan is likely the first person you will see when entering the office, and the first person you will speak with if you call. He wants clients to have immediate access to information and support whenever they have questions.  Alan’s “Why” is ensuring that clients feel confidence that their best interests are being served, and that they have peace of mind knowing that MontVue is accessible and available.

Prior to joining MontVue, Alan had similar customer centric roles with Liberty University and Fleet Laboratories. He is currently pursuing educational requirements to further develop his financial services career. 

Alan holds a Bachelor of Science degree in Psychology, and an Associates of Arts in Accounting from Liberty University.

Holistic wealth management requires the right fit and chemistry between client and advisor. We offer a complementary initial consultation to get acquainted and explore whether we’re the right firm for you. If you’re ready to schedule a visit, please drop us a line.