Our Team

David R. Alter is the Chief Executive Officer of Planning Alliance. As second generation business owner, he has been employed in this industry since 1981 and is currently responsible for overseeing all aspects of...

Mickey has been servicing the community with insurance and wealth management strategies since 2013. His clients encompass a wide spectrum: from a young family wanting to get their house in financial order with saving, investing, and...

Hymie Azar began his insurance career in 1995. Prior to becoming a partner at CAA, Hymie owned and operated the footwear import company, Footwear Express Ltd., for several years. Having had the unique perspective of a small business...