Employee Benefits, Corporate Qualified Retirement Plans, Investment Planning, Retirement Distribution Planning, Business Continuation Planning.
Vice President at Consolidated Planning, Inc.
March 1990 - Present (24 years 6 months)
Wake Forest University
BS, Economics, 1968 - 1972
Honors and Awards
1964 Eagle Scout, Boy Scouts of America
Qualifying and Life Member of the Million Dollar Round Table
1995 Boy Scout Council Silver Beaver Award
1996 Whitney Young Service Award
2004 Rotarian of the Year
Planning, farming Christmas trees, hiking, Scottish Highland Games, Boy Scouts, Greensboro Urban Ministry, fishing
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.