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Alan Schauer

Investment Advisor Rep./Financial Coach


Dr. Schauer has recently transitioned from "Client and Dentist" to "Financial Coach".  He has a BA from Texas Tech University and post postgraduate (DDS) from the University of Texas.  He is FINRA Series 65 licensed, and is an Investment Advisor  Representative of Triad Advisors.  He has been working with our Estate Planning Clients alongside his wife Regina, an estate planning attorney.  Having been a client for over 2 decades, Dr. Schauer has unique and firsthand insight into how we manage money, and is able to speak as both a Client and Coach when working with people. He and Regina have a son Trevor and twin daughters, Amy and Sarah.

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