Position:
Executive Benefits Consultant at The Todd Organization, Wealth Management Advisor at Northwestern Mutual Financial Network
Work:
The Todd Organization
since Mar 1998
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Executive Benefits Consultant
Northwestern Mutual Financial Network
since Dec 1994
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Wealth Management Advisor
Mitchell, Wiggins & Company
Jun 1985 - Dec 1994
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CPA
Education:
Virginia Polytechnic Institute and State University - Pamplin College of Business 1981 - 1985
BS, Accounting
Skills:
Executive benefit plans, Closely held business succession planning, and, personal and estate planning
Interests:
Watching and coaching youth baseball and softball, Playing golf and softball, Virginia Tech football, Pittsburgh Steelers football
Honor & Awards:
The Virginia Group, Financial Representative of the Year 2004, 2006,, Life Qualifying Member, Million Dollar Round Table