Managing Principal
Wells Fargo Advisors Financial Network
November 2014 – Present 2640 Golden Gate Parkway Suite 206 Naples Florida 34105

Vice President Financial Advisor
Morgan Stanley
July 1993 – 2014 (21 years) Naples, Florida Area, United States

Certifications
2011 - 2016: Authored New Content and Revisions 
“ABA Wealth Advisory & Personal Trust Series”

2011: Faculty CTFA Wealth Advisory & Personal Trust 
Emory University, Atlanta, Ga.

2012: Faculty CTFA Wealth Advisory & Personal Trust 
CTFA Exam Prep Course: Investment Management

2005 - 2011: CTFA Test Development and Competency Standards
American Bankers Association's Institute of Certified Bankers Washington, D.C.

Specialties: Trust Portfolio Management & Consulting
Irrevocable Life Insurance Trust Solutions

Education

Cannon Financial Institute
Certified Trust and Financial Advisor CTFA, Trust School 1 - 2 - 3
2001 – 2005

St. John Fisher College
Bachelors of Science, Finance
1990 – 1993