about the author

Meet Alan

Alan Wise launched his business career in 1986 with Jefferson Pilot after graduating from the University of South Carolina. Following three years in software sales, he entered the brokerage industry with Knauff Insurance in 1990.

In 2005, Alan founded Trinity Consulting, a firm specializing in serving large commercial clients across the medical benefits, property and casualty, and 401(k) markets. A decade later, in 2015, he successfully sold the business to NFP, a prominent national firm, and spent the next seven years managing its Southeast region.

Currently, Alan has returned to his entrepreneurial roots with his own captive insurance consulting firm, Trinity Risk Advisors. He is also a sought-after speaker, traveling across the country to share insights from The Alphabet Habit. Additionally, Alan is an active member of an investment group focused on acquiring and operating small businesses.

Residing in Charlotte, NC, Alan and his wife of 34 years enjoy life with their four adult children and two grandchildren. Beyond his professional endeavors, Alan is deeply committed to his community, serving on four boards (both nonprofit and for-profit) and mentoring young people for over two decades.

When he’s not working, you’ll find Alan enjoying time with family and friends at the lake, playing golf, or speeding across the water on a wave runner. His lifelong passion for building meaningful relationships has given him a unique perspective on the value of intentional investment in others—a quality that continues to inspire his work and personal life.