Summary of Professional Experience
Has served as a Financial Consultant in his family business since 1977. Assists clients with fee based money management including investments in stocks, bonds, mutual funds, tax-free bonds, real estate investment trusts, IRA’s, IRA rollovers, 401k rollovers, exchange traded funds (ETFs) and tax sheltered investments. Investment Advisor for the Dayton Foundation. Articles written have appeared in the Senior Chronicle, the Advisors Network, and the National Underwriter. He has appeared many times as a guest speaker on the Ted Ryan Program.
Education
Concordia College, River Forest, Illinois, Bachelor of Arts, 1979. Additional studies include Purdue University Professional Institute, 1992; 20 hours bi-annually of continuing education in related fields; further educational courses taken from the American College including the School of Advanced Careers Studies in financial and estate planning, personal risk management, financial statement analysis, and income taxation. Necessary requirements have been met to qualify as a Registered Loving (Living) Trust Advisor. National Social Security Advisor Certificate Holder.
Membership
Life qualifying member of the Million Dollar Round Table; National Association of Active Investment Managers (NAAIM); Industry Advisor to the Dayton Foundation; National Social Security Advisor (NSSA).
Community Activities
Past President of Brookville Rotary Club; Past Board Member of Dayton Association of Life Underwriters; Past Board Member of Providence Lutheran Church. Board Member of Dayton Foundation Development Committee.
Personal
I was born and raised in the Miami Valley. If I'm not in the office, you'll often find me outside spending time with my three children and eight grandchildren, teaching the young ones how to bait a hook and do their own push-ups. I train dogs for a hobby. I have been fortunate enough to have traveled six continents filled with activities including backpacking through the Rocky Mountains, canoeing the Canadian wilderness, climbing Mt Kilimanjaro, and traveling by dogsled with Inuit's on the Artic's frozen sea-ice. I feel I am very lucky.