Focus: Insurance Strategies, Investment Strategies
I am a graduate of the University of Mississippi and hold the following designations: Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriting Training Council Fellow, and Accredited Estate Planner (AEP). In addition, I hold advanced studies certificates in retirement and estate planning.
I have been in the insurance and financial services industry since 1960 and am a life and qualifying member of the Million Dollar Round Table since 1965, a member and former President of the Estate Planning Council of Memphis, a former President of the Memphis Chapter of the Society for Financial Service Professionals, a member and former President of the Memphis Association of Insurance and Financial Advisors, and a member of the American Health Insurance Association. I am a former member of the board of directors of Regions Bank of Memphis--having served on the Directors Loan Committee--and Lifeblood, the regional blood bank.
I am an Elder Emeriti of Second Presbyterian Church and a member of the University Club of Memphis and the Rotary Club of East Memphis.
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5100 Poplar Ave Suite 2300
Memphis, TN 38137