FINANCIAL SERVICES INDUSTRY EXPERIENCE:

38 years includes wealth building and management, all investment products, office management, financial and estate planning, pension consulting, compliance and trading.

PREVIOUS POSITION HELD:

Merrill Lynch

• Assistant Vice President
• Senior Financial Advisor

EDUCATION:

Marshall University, Huntington, WV

• BBA - Accounting

College of Financial Planning, Denver, CO

• Chartered Retirement Planning Counselor

Raymond James Institute of Investment Management Consulting, St. Petersburg, FL

• Investment Management Consultant

COMMUNITY:

Long term member of Forrest Burdette Memorial United Methodist Church

CHARITY / SUPPORT ORGANIZATIONS:

• Alzheimers Association
• American Heart Association
• Boy / Girl Scouts
• Habitat for Humanity Programs
• Local Hospitals, Schools and Police
• Marshall University
• Multiple Sclerosis
• Reach Work Programs
• St Jude Childrens Research Hospital
• The Willy Foundation
• United States Air Force Academy
• United Way

PERSONAL:

FOR ENJOYMENT AND RELAXATION:

Time with family and friends boating, snow and water skiing, backpacking, traveling, trout fishing, camping and biking.