Meet the Team
Alan Locke, BS, MBA, CGA, CFP is the President of Locke Financial Services. After a successful financial management career, Mr. Locke founded Locke Financial Services, a registered investment advisory firm, in 1996. His credo has always been to build the best possible portfolio for each client in order to help that client achieve his or her financial goals. By following this doctrine, his firm has grown in stature and strength and serves more than 175 families.
Prior to his investment career, he was employed by a prestigious Fortune 500 company where he rose to the rank of Director of Finance and Operations. Mr. Locke had responsibility for corporate acquisitions, international finance and general management. He also was the leader of multi-million dollar high profile product launches. As well, he was an adjunct professor of finance at Keller Graduate School of Business.
Alan Locke received his Bachelor of Science degree from Waterloo University, his Master of Business Administration from Clarkson University, and was awarded his Chartered Professional Accountant designation after completing coursework at McGill University in Montreal. In addition, he has received the Certified Financial Planning and Certified Senior Advisor designations.
Goldie Locke is the Chief Companion Officer at Locke Financial Services. Goldie is a full-time team member and you will see her every day in the office! Her main responsibilities are greeting clients, taking naps and being cute. When she’s not at work, she loves walks and treats. Her mission in life is to make people smile.