Education
- B.S. Business Administration - 1977, Drexel University
- Certified Public Accountant* - 1977 to Present
Experience
- Co-founder ‐ White & Luff Financial Inc., which is aligned with Raymond James Financial Services - 1997 to present
- Davis Selected Advisors (Davis Family of Mutual Funds) Chief Financial Officer 1984-97
- Certified Public Accountant ‐ 1977 to Present
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
- 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.