Alan Michael Eppers

Alan Michael Eppers Senior Vice President/Investments

Biography

Alan has over two decades of experience in the financial services industry, having nurtured and developed his practice at such firms as Merrill Lynch, Salomon Smith Barney, Prudential, and now Herold & Lantern Investments. Prior to that, he owned and operated his own business, and therefore, has a keen understanding of the challenges faced by small business owners today. Alan has built his practice servicing the needs of high net worth individuals, family trusts, and small businesses.

Active in his community, Alan has been a member of the Make a Wish Foundation and coaches for the Middle Country Sports Association’s basketball league. He holds a Bachelor’s degree in business administration from SUNY/Oswego.

Alan resides in Centereach with his wife and three sons.