Alan Kilian

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Family Office Director

Alan Kilian

Alan is an entrepreneur that is passionate about helping fellow entrepreneurs succeed.

With more than 20 years’ experience owning and building companies, Alan worked in industries as varied as oil and gas, trucking and logistics, insurance, manufacturing, marketing and financial services. He served as CEO of a national women’s jewelry chain. This experience taught him that the most successful business is one built with the team in mind.

Alan’s entrepreneurial spirit and diverse business expertise gives him unique insight into the unique financial solutions founders and business owners need to achieve success. He can quickly identify efficiency gaps and propose solutions to improve bottom-line income.

As the leader of our Fractional Family Office, Alan begins each relationship by understanding his client’s goals for their business and family, and then works to develop a plan that guides them to not only achieve their goals but leave a generational legacy.

Alan and his wife Amanda have two daughters and reside in Tulsa, OK. He is always pursuing personal goals, and especially enjoys challenging himself outdoors hunting, fishing or golfing. He believes that small changes each day guide us to accomplish our biggest goals, not only in business but in our family lives, too.

Credentials:

• Bachelor’s Degree from Oklahoma State University

Areas of Expertise:

• Start-ups and business ownership
• Building relationships
• Business efficiencies