Expert Qualifications

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

Bio Snapshot

  • Location: NC
  • BA, Economics, Virginia Military Institute
  • MBA, College of William & Mary
  • Certified, Financial Planner, International Board of Standards for CFPs
  • Certified, Business Intermediary, International Business Brokers Association
  • Former, President, Intermediation, Inc.
  • Former, Financial Advisor, Ameriprise Financial
  • Former, Representative, Red Ventures
  • Former, Independent Broker & Advisor

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