Curriculum Vitae

Experience:

Lincoln Financial Advisors/Sagemark Consulting Private Wealth Services*: April 2000-July 2022

• Private Wealth Management practice

Prudential Preferred: April 1991-April 2000

• Financial Planner

Education:

Samford University, Birmingham, Alabama: 1976-1980

• Bachelor of Science. Major: Mathematics and Religion; Minor: Business and Philosophy

Professional Development/Delegations:

College for Financial Planning-Denver, Colorado

• CERTIFIED FINANCIAL PLANNER™ certification (CFP®) February 2000
• Certified Mutual Fund Counselor designation (CMFC) June 1999

The American College-Bryn Mawr, Pennsylvania

• Advanced Estate Planner designation (AEP) 2002 
• Registered Employee Benefit Consultant designation (REBC) February 1999 
• Registered Health Underwriter (RHU) November 1998 
• Chartered Financial Consultant designation (ChFC) October 1996 
• Chartered Life Underwriter designation (CLU) October 1995 

MDRT 1987-2018

• Life and Qualifying Member of the Million Dollar Round Table, currently (2018) a member of the Court of the Table and Top of the Table and MDRT Honor Roll**
• Past President, Birmingham Association of Insurance & Financial Advisors
• Past President, Society of Financial Service Professionals-North Alabama Chapter***

Community and Civic Involvement:

• Baptist Health Systems of Alabama Trustee
  • Vice Chairman of Board of Trustees
  • Chair of Governance Committee
  • Finance Committee Member 
• Active member of the Hunter Street Baptist Church 
  • Past Chairman of the Personnel Committee
  • Chairman of the Deacons
  • Small Group Teacher
• Southern Baptist Theological Seminary
  • Foundation Board Member
• Past Member Board of Directors - Habitat for Humanity Birmingham Chapter 

*An internal Lincoln Financial Network organization of top planners