Education

• B.S. Business Administration - 1977, Drexel University
• Certified Public Accountant* - 1977 to Present

Experience

• Co-founder ‐ White & Luff Financial Inc./Raymond James Financial - 1997 to present
• Davis Selected Advisors (Davis Family of Mutual Funds)
• Chief Financial Officer ‐ 1984-97
• Certified Public Accountant ‐ 1977-84

Areas of Expertise

• Financial Planning, Mutual Funds, Asset Allocation and Qualified Retirement Plans
• 401 (k), Profit Sharing Plans, Money Purchase Pensions, Simple/SEP IRAs, and Charitable Foundations

Organizations

• Chairman, Audit Committee - Santa Fe Public Schools
• Director, United Way of Santa Fe County
• Director, Communities in Schools New Mexico
• Member, American Institute of Certified Public Accountants
• Member, New Mexico CPA Society
• Resident of Santa Fe since 1984
• FINRA Series 7, 24, 63, 65 and 66 licensed - Life/Health/Variable Annuity licensed

*CPA services are not provided by Raymond James.