Education
1982 - BS: Oregon State University (Finance)
1984 - Registered Representative
Continuing Education
Seminars in communication, leadership, insurance and investment advising.
SEC-required continuing education on due diligence, suitability and best practices
Work Experience
1998 - Current Pacific Benefit Consultants, Inc. - Vice President
1993 - 1998 Pacific Benefit Consultants, Inc. - Associate Producer
1982 - 1993 New York Life Insurance & Investment Advising - Agent
Community Involvement
Knights of Columbus
Past Chair -- St. Mark's Catholic Church Administrative Council
Past Board Member - Eugene Oktoberfest
Board Member - Eugene Hearing & Speech
Professional Involvement
National Association of Insurance and Financial Advisors
Financial Planning Association
Qualifying member of The Million Dollar Round Table
Past President -- NAIFA of Lane County
Area Vice President - Oregon AIFA
Recognitions
Tony Konen Award, 1999
Top Producer - Oppenheimer Funds, MFS - 1997 - Present
Century Club - ING Financial Partners - 2000 - Present
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