|
 |
| |
- Finance major, Emory Business School-1976
- Career agent with Northwestern Mutual Life from 1977-1993
- Chartered Life Underwriter-1985
- Chartered Financial Consultant-1986
- Registered Investment Advisor-1993
- 32 years of financial experience reviewing the needs of hundreds of clients and analyzing their policies and assets; delivered many millions of dollars of life insurance proceeds
- Advocator of the “Sound Mind Investing” (SMI) approach, a tried and proven strategy that has delivered market beating returns.
- Author numerous articles in Sound Mind Investing and Money Matters Newsletters
- Married to Beth for 20 years - proud parents of seven children
|
|
|
|
|
