Previous positions held:
Independent Financial Advisor, Raymond James Financial Services,
Clermont, FL 2004-2012
Financial Advisor, Citigroup-Smith Barney, Winter Park, Florida 1995-2004
Branch Annuity Coordinator, Citigroup-Smith Barney, Winter Park, Florida 1999-2004
Residential Mortgage Loan Officer, Maryland Federal Savings & Loan 1992-1995
Student Member of the Roland George Investments Club, Stetson University,
Deland FL. 1991-1992
Student Internship, Thomson McKinnon Securities Inc., Summers 1984-1987
Stetson University, Deland, Florida - Bachelor of Business Administration in Finance 1992, with dual concentrations in Banking and Investments
Greatest Life Achievements:
Proud husband and father.
Married Kathy in the fall of 1996.
Started our new family with daughter Karson, born 2000;
daughter Jillian, born 2002; and son Jack, born 2003.
Proud member of the South Lake Chamber of Commerce. Host and presenter of Raymond James "Women and Investing" lecture series. Host and presenter of the Raymond James Financial Services 2010 Financial Management Workshop Series. Member Orange County Parent Teachers Association and volunteer at Whispering Oaks Elementary School.
Family time, water skiing, snow skiing, scuba diving, sport flying, golf, surfing, wake boarding, skate boarding, auto racing and traveling.