Family Business Associates since Nov 2002
Owner/Founder
Birmingham Venture Club 1990 - 2010
Member
Meadowbrook Homeowners Association 1995 - 2007
member
Southeastern Financial Group, LLC Jan 1997 - Dec 2000
Investment Specialist, OSJ
Education:
American International College 1989 - 1995
Chartered Life Underwriter (CLU), Estate, Income & Tax planning
American International College 1993 - 1993
Family Business Specialist, Business Succession, Estate & Income Tax PlanningAlso finished course requirements for AEP-Accredited Estate Planner designation simultaneously.
University of Alabama 1979 - 1983
BA, Communications, Fuels & Mineral Engineering
Baylor High School 1977 - 1979
Diploma
Bishop's College School "BCS" 1974 - 1976
Skills:
Estate Planning Investments Financial Advisory Insurance Portfolio Management Wealth Retirement Retirement Planning Public Speaking Small Business Business Planning Employee Benefits Wealth Management 401K Investment Advisory Asset Allocation Mutual Funds Securities Tax Asset Management Asset Protection Trusts Disability Insurance Investment Strategies Management Consulting Cash Flow Business Valuation Alternative Investments Term Life Insurance Risk Management Equities Wealth Accumulation Succession Planning Financial Planning Long Term Care Financial Analysis Entrepreneur Series 7 Retirement Income Strategies High Net Worth Individuals Charitable Giving Wealth Preservation Compliance Annuities Budgeting Ira's Insurance Planning Executive Compensation Planning Wealth Transfer
Interests:
Football Exercise Home Improvement Reading Sports Golf Fishing Home Decoration Health Watching Sports Children Skiing Cooking Cruises Outdoors Electronics Education Environment Crafts Science and Technology Music Camping Human Rights Dogs Movies Civil Rights and Social Action Poverty Alleviation Disaster and Humanitarian Relief Woodwork Travel Wine Social Services Boating Economic Empowerment Investing Traveling Smoking Animal Welfare Watching Football
Languages:
English Spanish French German
Certifications:
Chartered Life Underwriter License Na License 23394 American College American College of Financial Services, License Na International Assn. of Registered Financial Consultants, License 23394 Family Business Specialist (Cfbs) While at Mass Mutual Accredited Estate Planner (Attained Simultaneous With Cfbs at Mass Mutual) Registered Financial Consultant (Rfp) Chartered Life Underwriter (Link)