Professional Story:

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Qualifications:

• Certified Financial Planner, CFP® (designation), 2005
•  - Certified Financial Planner Board of Standards, Inc.
• Investment Advisor Representative, 2003
• - MML Investors Services, Inc.
• Registered Representative, 1999
•  - MML Investors Services, Inc.
• Certified Family Business Specialist, CFBS (designation), 2007
•  - The American College
• Chartered Financial Consultant, ChFC® (designation), 2011
•  - The American College
• Chartered Life Underwriter, CLU® (designation), 2013
•  - The American College
• Groundwater Technology, Inc., 1989 to 1998
•  - Senior Engineer & Manager of Engineering and Construction

Education:

• BS Civil Engineering, 1976
•  - University of Virginia
• ME Civil Engineering, 1978
• - University of Virginia
• Certificate of Achievement, 2007
•  - Life Stewardship Institute

Specialties:

• Comprehensive Financial Planning
• Investment Allocation
• Estate Planning Strategies
• Retirement Planning
• Business Succession Planning
• Executive Compensation Planning
• Employee Benefit Design & Communication
• Life & Disability Income Insurance

Personal:

• Born: July 15,1953; Henderson, TX
• Married: Shari
• Children: Ashley & Rebekah
• Civic Involvement:
• Good Neighbors Home Repair; Volunteer &Board Member (1992-2012)
• Friday Buddies Youth Program, VolunteerLeader (2001-2011)
• Kennett Education Foundation, Board Member(2004–2012)