Professional

Preparation and execution are critical to achieving one's goals and objectives.  When these actions are based on sound values, principles, concepts, and information the chance for success increases.  Identifying and securing the right resources are critical.  Preparation and support are key factors in execution.  However, the key ingredient is having the will and discipline to bring it all together.  -  Been there, done that: from West Point through the military,  from University of Chicago through business start-up and corporate board, from private and non-profit to government.

My experiences and education have been broad and in-depth.  I have been blessed to be associated with truly outstanding individuals, institutions, and businesses.   All of this has taught me the value of Northwestern Mutual's products, services, people, and network.  It has helped me serve my clients.  This combination is a critical part of my business and how the client's needs are met.  Plus, it not only helped me address for myself, the prospect of living too long, dying too soon, or becoming disabled, but it has produced assets critical to my portfolio.  I'll be glad to share this with you, help you develop, refine, and implement your solutions.  

Associations and Memberships

• Society of Financial Service Professionals
• National Association of Insurance & Financial Advisors
• Business Council of Alabama, Director
• Alabama Industrial Competiveness Foundation, Director
• Alabama Power Company, Director
• The Eufaula Agency, Inc., Officer/Director

Years of Experience

Representing Northwestern Mutual since 1979.

Education