Education & Professional Designations
- Old Dominion University
- The American College
- CLU, Chartered Life Underwriter
- ChFC, Chartered Financial Consultant
- MSFS, Master of Science in Financial Services
- CAP, Chartered Advisor in Philanthropy
Author
- Avoiding the Income and Estate Tax Traps In Retirement Distribution Planning
Professional Memberships
- The Society of Financial Service Professionals
Community Service
- Member - South Richmond Rotary Club
- Past Member - YMCA of Greater Richmond Executive Committee
- Past Chairman - YMCA of Greater Richmond Planned Giving Committee
- Past Chairman - Manchester YMCA Board of Management
- Past President - Kiwanis Club of Midlothian
- Past Chairman - Chesterfield Republican Committee
Licenses, Registrations and Affiliations
- Life and Health Insurance Consultant
- Life and Health Insurance Representative
* Licensed in the Commonwealth of Virginia and numerous other states.