Organizations 

• Million Dollar Round Table (MDRT) - Life Member
• Society of Financial Service Professionals (SFSP) - Member
• National Association of Insurance and Financial Advisors (NAIFA) - Member 

Education 

• Graduate of Southern Methodist University (SMU) - 1980
• Graduate of Memphis University School (MUS) - 1976 

Personal 

• Second Presbyterian Church - Elder
• Family: Wife: Paige, Children: John & Ivy, Paige & Paul, and youngest daughter Bailey
• Hobbies: Golf, Hunting Sports: Grizzlies, SMU Mustangs, Virginia Cavaliers, Arkansas Razorbacks 

Help coordinate business owners', executives', and professionals' estate plan with their business succession plan, executive benefits, retirement plans, employee benefit plans, and charitable interests to maximize the benefits and financial security for them and their families. 

Financial Advisor/Investment Advisor Representative at Strategic Financial Partners from February 1980 - Present 

Professional Designations:

• Chartered Financial Consultant (ChFC) -1983
• Chartered Life Underwriter (CLU) - 1983