30 years experience in financial services industry as a financial consultant, designing innovative strategies for individuals and business owners in:
- Personal Insurance and Retirement Planning
- Investment Planning
- Business Succession Planning
- Employee Benefits/Retirement Plans
Member - National Association of Insurance & Financial Advisors (NAIFA)
- Current National Audit Committee Member
Member - Tennessee Association of Insurance & Financial Advisors
- Past Regional Vice President - West Tennessee Region
- Named 2017 Insurance Professional of the Year
Member - NAIFA Memphis/West Tennessee
- Inducted into NAIFA Memphis / West Tennessee Hall of Fame in 2020
- Current National Committeeman
- Past President - Memphis Association
Registered Representative/Investment Advisor Representative -Ameritas Investment Company, LLC
Fellowship Status - Life Underwriters Training Council
NAIFA National Quality Award
NAIFA National Sales Achievement Award
Board Member - Council Lecturer - Knights of Columbus (Holy Spirit Council)
Board Member, Housing Fund Director - Tau Kappa Epsilon Fraternity (CBU Chapter)
Member - Architectural Review Committee Member - Shea Crossing Home Owners Association
Past Board Member - Greater Memphis Insurance Council
Past Board Member, Secretary - Crimestoppers of Memphis and Shelby County
Past Vice President - Immaculate Conception Booster Club
Past Board Member - Harwood Center
Past Member - Shelby County Sheriffs Office Auxiliary Staff