I have been in the financial services industry over 19 years serving clients financial needs. I have a Bachelor of Arts degree in entrepreneurship from the University of North Texas. I hold the Accredited Asset Management Specialist Designation from the College for Financial Planning. I have also completed the Series 7 General Securities Representative Examination, the Series 63 Uniform Securities Agent State Law Examination, and the Series 66 Uniform Combined State Law Examination. The Series 7 and 63 registrations are held with LPL Financial. The Series 66 registration is held with Financial Advocates Investment Management.
I have been married for 45 years to my high school sweetheart Carrie and we have two grown daughters and six grandsons. We live in the mountains of Boise, Idaho. I am a Mason, and a Shriner, and do volunteer work with these organizations. Carrie and I especially enjoy the mountains and all they have to offer. I play golf regularly and we enjoy atving and snowmobiling and my newest hobby, learning to play hockey.