ALNA Financial, Lamont Brown
ALNA Financial is a veteran-owned Wealth Management company that specializes in coordinating all the parts of our client's financial lives. We have a process that starts with helping our clients understand the keys to their personal financial independence. We then align our expertise in risk management, estate planning, investments, and tax planning to help them achieve their personal outcomes.
After leaving the Marine Corps and becoming a Systems Engineer, I realized I wanted the freedom to make a difference in the lives of people. I was inspired by my purpose and belief that financial independence can enhance relationships and make life a little easier. Starting my business allows me to make a positive impact on those we encounter.
Our experience and process of helping our clients make better decisions for themselves is collaborative and it's meant to help them get clear about what's important to them now and in the future and take action to achieve Financial Independence.
My low point came early and later in the process. Starting out I understood financial planning but I had no clue about running a business setting a vision and staying motivated. I felt overwhelmed by all the things I needed to learn and do while trying to take care of clients. I felt like I had so much to do in the business and not enough time. Over time I gained focus and the overwhelm left. The highs have been seeing clients succeed and being able to have the freedom to make a meaningful difference in their lives.
Mentorship from someone who's been successful.
My SCORE mentor, Michael Paul has been great to work with as he's pushed and guided me to better understand my business and business finances. Michael has always asked challenging questions that have helped me to be better and see where I need work. Before working with Michael, I hadn't completed a business plan or built a financial forecast for my business. Now I'm so grateful that I did this as these items are tools I use daily to make better decisions.
Michael has been great because he asks great questions and provides direct feedback. Most importantly, I can trust the advice Michael provides.
Take the leap, build a network of resources, and seek guidance from others who've been successful.
I'm really happy to have SCORE as a resource. The knowledge and experience my SCORE mentor has brought to our conversation has accelerated my growth and made me a better business owner. Prior to meeting Michael I was doing the job but not building a business.
I'm built for this and all the experiences before this point have prepared me for being a business owner. From being a Marine, to Systems Engineer, to Toastmasters, and running passion all have prepared me for the challenge. Being an owner is challenging and it's lonely but it's not impossible.
With experience in Sales, Sales and Marketing Management, Entrepreneurship, and General Management...