Position:
Managing Director at Catalyst Wealth Management
Work:
Catalyst Wealth Management
- Greater Atlanta Area since Jan 2012
-
Managing Director
Peachtree Planning Corporation
- Greater Atlanta Area Jan 2006 - Dec 2011
-
Financial Advisor / Wealth Management Specialist
US Air Force Reserve
Nov 1986 - Dec 2011
-
Lt Colonel, Command Pilot
Investment
2000 - 2005
-
Stock & Options Trader
Delta Air Lines
- Greater Atlanta Area 2001 - 2002
-
Airline Pilot
Education:
Embry-Riddle Aeronautical University 1994 - 1996
MS
Miami University 1982 - 1986
BA
Skills:
Financial Planning, Retirement Planning, IRA Rollovers, Pensions, Wealth Management, Asset Management, Business Planning, Risk Management, Insurance, Executive Compensation, Defined Benefit, Employee Benefits, Personal Tax Planning, Asset Managment, Strategic Financial Planning, Alternative Investments, Series 7, Long Term Care Insurance, Personal Financial Planning, High Net Worth Individuals, Tax, Wealth Accumulation, Series 65, IRAs, Executive Pay, Retirement
Interests:
Sailing, Flying, Kayaking, Tennis, Skiing, Hunting
Honor & Awards:
2013 Five Star Wealth Manager - Top 4% of financial advisors in Atlanta Metro from Atlanta Magazine
Million Dollar Round Table
Registered Financial Consultant