Position:
Chief Financial Officer at Misty Mountain Resource Recovery, LLC, Chief Financial Officer at Hydrocore, Inc., Director of Planning Services at Wealth Strategies Group, Inc., Founding Director at Business Enhancement Associates
Work:
Misty Mountain Resource Recovery, LLC
- Sevier County, Tennessee since Jul 2011
-
Chief Financial Officer
Hydrocore, Inc.
- Greater Memphis Area since Jan 2011
-
Chief Financial Officer
Wealth Strategies Group, Inc.
- Greater Memphis Area since Jun 2004
-
Director of Planning Services
Business Enhancement Associates
since Jul 2003
-
Founding Director
TransEarth Group
Jan 2011 - Jun 2011
-
Chief Financial Officer
FPA of the Mid-South
1996 - 2006
-
President
RBC TN-2
1990 - 2005
-
Permanent Sound Overseer
Regions Morgan Keegan Trust
2002 - 2003
-
Director of Financial Planning
Morgan Keegan & Co., Inc.
1999 - 2003
-
Wealth Management Specialist
Kelman-Lazarov, Inc
1981 - 1999
-
Vice President-Technical Services
Education:
Johns Hopkins University - Bloomberg School of Public Health 2012 - 2012
University of Michigan 2012 - 2012
College for Financial Planning 1983 - 1985
CFP
Madison High School 1970 - 1974
Skills:
Financial Forecasting, Funding, Executive Management, Management Consulting, Asset Protection, Risk Management, Employee Benefits, Due Diligence, Mergers, Asset Managment, Investments, Small Business, Analysis, Finance
Interests:
I work with business and their owners to grow, protect, and distribute wealth.
Avid cyclist.
Certifications:
Certified Financial Planner Practitioner(tm), Certified Financial Planner Board of Standards, Inc.