Founding Executive

Alan has 40 years’ of experience as a business consultant and providing professional portfolio management to his clients. He has vast experience in many types of industries including accounting, real estate development, and equipment leasing. Early in his life he earned his Bachelors Degree in Finance & Real Estate from California State University and later a MBA at UCLA majoring in Business Administration and Economics. His career began at Merrill Lynch where he spent 12 years until he decided to build First Financial Advisors LC in 1998. Alan treasures his relationships with his clients and is passionate about his work. He is a life-long student that deeply cares about understanding the world around him to make informed investment decisions.

As Chief Investment Officer for First Financial Advisors LC, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. Before entering the financial services industry, I graduated from the University of Utah with a degree in Organizational Communication while working for our family business, Winder Dairy for 12 years. I then became President of another family venture, Valley View Memorial Park and built a funeral home on that property. After successfully operating this business for several years, I became an Area Vice President for Service Corporation International. Following my time with Service Corp, I became a Financial Advisor with Morgan Stanley Smith Barney, and secured my Series 7 and Series 66 licenses. I also spent several years working as a Financial Advisor for Wells Fargo. As the Chief Investment Officer with First Financial Advisors LC, I take pride working for an independent firm that puts your interests first. My mission is to help each one of my clients’ plan for a financial future in a way that best meets his or her goals. Together, we can discuss financial strategies designed to fit your unique situation.

Interests: I enjoy the wonderful recreational activities provided by our beautiful mountains and enjoy frequent visits from our four grown children, their spouses, and our grandchildren.

Paul Maxfield is an experienced Estate Planning Attorney with a demonstrated history of working in the law practice industry drafting wills, trusts, powers of attorney, and health care directives. Paul has a strong business background with a Master of Business Administration (MBA) focused in Management and Strategy from Western Governors University, and over 10 years experience in business leadership positions.

Interests: Paul’s passions and hobbies include his family, religion, politics and investing. First and foremost is family and religion, which go hand in hand. Politics is something that both excites and drives him crazy at the same time. Real Estate investing is his recreation. Paul loves to go on walks, drives, and bike rides with his family around town.

My role at First Financial Advisors LC is to create and maintain a seamless client experience. My favorite part of my job is tirelessly working to find ways to improve our office processes and foster relationships with our clients. My responsibilities include bookkeeping, supervising our portfolio management system, overseeing day-to-day back office operations and client onboarding. Please let me know if you have any questions about our firm. I would love to help!