Education:
The Kinkaid School, Houston TX 1975
The Univ. of St. Thomas, Houston, TX
- BA (Bus. Adm. & Econ.) 1980
- MBA (Finance) 1981
College for Financial Planning
- CERTIFIED FINANCIAL PLANNER ® 1986
- MS (Retirement Planning) 1992
Canon Financial Institute
- Certified Wealth Strategist ® (2010)
Experience:
Tax Preparer, Investments 1981-85
Waddell & Reed, Financial Planner 1986-87
Commonwealth Savings: VP and Sr. Financial Planner 1988
Acacia/Calvert Securities Group: Financial Planner manager 1988-91
AFP Investment Advisory/Royal Alliance: Manager Financial Planning Department 1991-95
Mercer Global Advisors: Financial Planner 1995-98
Xelan: Independent Financial Planner 1998-2004
Greenbook: Independent Financial Planner 2004-
First Allied: Independent Financial Planner 2007-
Personal:
Son, Joe Jr., Daughter, Holly
Community:
The Kinkaid School: Drama department volunteer 1977-83
St. Lukes United Methodist Church: adult leader for high school youth group 1990-93
Texas Rush soccer coach: 1994-2005
Search & Rescue involvement 1997-
- Texas Equusearch: 2003-06; search director 04-06
- National Association of Search and Rescue 2004-
- Texas Center for the Missing: 2007-
- Southeast Texas Search & Rescue Alliance 2007-2015
- Montgomery County Search & Rescue Team: 2008-
- SE Texas Child Abduction Response Team 2009-
- Texas Search and Rescue 2014-
National Rifle Association – Life Member
Coastal Conservation Association – Life Member
Airport Rangers 2008-2013
Soldiers’ Angels 2010-