Bachelor of Arts, Economics, University of Calfornia, Los Angeles, 1987.

Certified Investment Management Analyst(CIMA), Wharton Business School, University of Pennsylvania, 2001.

Registered Representative since 1988.

Licenses held: Series 7, 9, 10, Life and Health Insurance, and Variable Annuites.

Married: Wife - Barbara

Hobbies: Fly-fishing, Traveling, Geography, Music

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.