1998 – Present

Associate dealing with complicated estate and business planning for closely held family businesses and their principals, key executives and their families. This involves, but is not limited to generational and charitable planning, executive benefits, business continuation issues and related estate planning. Integration and coordination of all these areas is essential and his experience and background bring creative and comprehensive solutions to the process.

1976 – 1998

President/CEO, Capital Management Group, San Jose, CA

• Million Dollar Round Table (Life & Qualifying Member)
• Society of Financial Service Professionals
• Memphis Estate Planning Council
• Chartered Life Underwriter (CLU®)
• Investment Advisor Representative (IAR)

• United States Military Academy at West Point
• B.S. Engineering