Knowledge, experience, leadership And the confidence to pursue your goals

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President – Wealth Management

Dallas (Uptown), Texas

- Present

Accomplishments

  • Certified Financial Planner designation, 1980-Present
  • UBS President's Council, 1983-87, 90-93, 98-Present
  • PaineWebber Direct Investment Advisory Board, 1983-87; 1990-93
  • UBS PMP Advisory Committee, 2008-Present
  • Recognized by D Magazine as a top wealth manager in Dallas, 2010

Education

  • M.S., TV-Radio, Syracuse University, 1971
  • College for Financial Planning, Denver, CO, 1980
  • B.A., Speech Drama, Beloit College, 1969
  • French Seminar, University of Rennes, France, 1968

Licenses

  • Series 1, General Securities Representative
  • Series 3, National Commodity Futures
  • Series 5, Interest Rate Options
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative

Personal & Community

  • President's Council, Dallas Theological Seminary, 2002-2009
  • Advisory Board Free Market Foundation 1994-Present
  • Fellowship of Christian Athletes: Board of Directors, 1984-08
  • Finance & Investment Committee Chairman, 1986-07
  • Baylor University Parents League North Dallas First Call Couple 2006-2009

Registered States:

AL, AZ, CA, CO, FL, GA, IL, KS, KY, LA, MI, MN, MO, MT, NC, NJ, NM, NY, OK, TX, VA, WA