Our Qualifications
Education
- Bachelor’s, Master’s, Doctoral degrees in business; Northern Illinois University
Designations
- Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
- Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
- Certified Financial Planner (CFP), College for Financial Planning, Denver, CO
- Accredited Estate Planner (AEP), National Association of Estate Planners, Marietta, GA
- Certified in Long-Term Care (CLTC), Corporation for Long-Term Care Certification, Newton, MA
Licenses and Registrations
- FINRA (Financial Industry Regulatory Authority, Inc.) Registrations; Series 6 (Investment Company/Variable Contracts Representative), Series 7 (General Securities Representative), Series 22 (Direct Participation Programs Representative, Series 63
- Registered representative of Woodbury Financial Services, Inc.
- Insurance Licenses, Florida and various states: Life, Health, Variable Annuity
- State Securities Licenses, Florida and various states
Professional Positions & Employment History
- 1968-1969, 1975-Present -- Self employed in financial services, advising and sales
- 1982-1987 -- Manager and assistant manager of field offices for large regional financial services companies
- 1979-1982 -- Director of national field training programs for a major financial services company
- 1970-1974 -- University professor of business and consumer education courses
- 1964-1977 -- U.S. Naval Intelligence Officer, active and reserve, 13 years
- 1992-1994 -- Adjunct faculty member, Hillsborough Community College
Professional Organization Service, Community Service
- Past President and Board Member, Tampa Bay Estate Planning Council
- Past Chairman, Florida Aquarium Planned Giving Advisory Council
- Past Board Member, Tampa Chapter, Society of Financial Services Professionals
- Past Board Member, Tampa Association of Insurance and Financial Advisors
- Past activities, serving on numerous committees, Brandon Chamber of Commerce
- Previous finalist, Brandon Chamber of Commerce, Small Business of the Year Award
- Past service as church finance committee member, deacon, teacher