Resumes
Resumes

President
View pageLocation:
Portland, OR
Industry:
Financial Services
Work:
Lpl Financial 1995 - 2015
Advisor
Mainsail Diamonds and Jewelry 1985 - 1987
Chief Financial Officer
Preisz Financial 1985 - 1987
President
Smith????????S Home Furnishings 1980 - 1985
Chief Financial Officer
Wood International 1979 - 1980
Controller
Advisor
Mainsail Diamonds and Jewelry 1985 - 1987
Chief Financial Officer
Preisz Financial 1985 - 1987
President
Smith????????S Home Furnishings 1980 - 1985
Chief Financial Officer
Wood International 1979 - 1980
Controller
Education:
Portland State University 1974
Bachelors, Bachelor of Science, Business Administration
Bachelors, Bachelor of Science, Business Administration
Skills:
Wealth Management
Financial Advisory
Strategic Financial Planning
Investments
Retirement Planning
Employee Benefits
Financial Planning
401K
Defined Benefit
Long Term Care
Investment Advisory
Profit Sharing
Estate Planning
Retirement Income Strategies
Term Life Insurance
Wealth
Charitable Giving
Pensions
Deferred Compensation
Group Benefits
Health Insurance
Long Term Care
Insurance Planning
Annuities
Ira's
Plan Design
Erisa
Inheritance Tax Planning
Universal Life
Income Protection
Whole Life
Business Planning
Succession Planning
Financial Advisory
Strategic Financial Planning
Investments
Retirement Planning
Employee Benefits
Financial Planning
401K
Defined Benefit
Long Term Care
Investment Advisory
Profit Sharing
Estate Planning
Retirement Income Strategies
Term Life Insurance
Wealth
Charitable Giving
Pensions
Deferred Compensation
Group Benefits
Health Insurance
Long Term Care
Insurance Planning
Annuities
Ira's
Plan Design
Erisa
Inheritance Tax Planning
Universal Life
Income Protection
Whole Life
Business Planning
Succession Planning
Certifications:
Certified Public Accountant (Cpa) (Retired)
Chartered Life Underwriter (Clu)
Certified Financial Planner???????
Chartered Financial Consultant (Chfc????)
Accredited Investment Fiduciary???? (Aif????)
Chartered Life Underwriter (Clu)
Certified Financial Planner???????
Chartered Financial Consultant (Chfc????)
Accredited Investment Fiduciary???? (Aif????)