Work:
1st Global
- Dallas, Texas since Apr 1992
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CEO
H.D. Vest, Inc.
- Irving, TX Apr 1987 - Feb 1992
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Vice President, Strategic Services
Lincoln Property Company (LinCom)
Apr 1985 - Apr 1987
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Vice President - Finance
Arthur Andersen & Co.
Jul 1979 - Apr 1985
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Audit Manager
Education:
University of Kansas 1977 - 1979
BSB, Accounting
Skills:
Securities, Financial Advisory, Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Investment Advisory, Asset Management, Asset Allocation
Awards:
Most Influential Accountants in America (1996-2010)
Accounting Today
Distinguished Alumni Award
University of Kansas School of Business
Most Influential People in the Financial Services Industry (2005-2006)
Investment Advisor magazine