Education
1968 - Willamette University - Bachelor of Arts
1980 - American College - Chartered Life Underwriter
1983 - American College - Chartered Financial Consultant (ChFC)
1990 - American College - Master of Science (Financial Services)
2000 - American College - Certified Financial Planner (CFP™)
Continuing Education
Charter member Professional Achievement in Continuing Education with The American College and SFSP
Past instructor for CLU and CFP Course Curriculum
Work Experience
1993 - Present Pacific Benefit Consultants, Inc. - Vice President and Manager Life and Financial Services Department
1999- 2002 Pacific Benefit Consultants, Inc. - President
1973 - 1993 J. L. Thomas Company, Ltd. - President
1969 - 1973 Weyerhaeuser Company - Production Supervisor
Community Involvement
Former Board member and Chairman for McKenzie-Willamette Hospital
Former Board member and President of Springfield Chamber of Commerce
Former Board member and Chairman of Lane County Planning Commission
Former Board member and Chairman of Lane County Boundary Commission
Past President of Springfield Rotary Club
Board member of Advantage Dental
Past Board Chairman and Finance Committee Chairman of Ebbert Memorial Methodist Church
Professional Involvement
President -- Eugene Estate Planning Council
Former Director and President - Eugene Association of Insurance and Financial Advisors
Former Area Vice president - Oregon Association of Insurance and Financial Advisors
Former President - Eugene Society of Financial Service Professionals
Past Legislative Chairman - State of Oregon Association of Insurance and Financial Advisors
Member of Society of Financial Service Professionals
Member of National Association of Insurance and Financial Advisors
Member of Association for Advanced Life Underwriting (AALU)
Member of Million Dollar Round Table (MDRT)
Recognitions
Oregon Health Agent of the Year
Oregon Senior Agent of the Year
28-Year Qualifier of Million Dollar Roundtable
Hall of Honor and Quarter Century Club Member
Past Assistant Director, Director and Current Chair, PGA Member Logistics
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