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
**To qualify for the Million Dollar Round Table, Top of the Table and Court of the Table, members must meet a certain level of premium, commission or income during the year. For details, please visit http://bit.ly/2eFx0ex, The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production
***Students from colleges and universities the opportunity to explore numerous financial service careers by interviewing current practitioners in financial services.
***Students from colleges and universities the opportunity to explore numerous financial service careers by interviewing current practitioners in financial services.