Personal:

 

• Married since 1987 to Vicki; two sons, two daughters-in-law and three grandchildren

• Resident of University Place, Washington

• Musician (drummer)

• Enjoys cars, motorcycles and music

 

Education and Designations:

 

• Bachelor of Arts in Communications – University of Washington

• MDIV (Master of Divinity Degree) - Tacoma Covenant Bible Seminary

• MBS (Master of Biblical Studies Degree) - Tacoma Covenant Bible Seminary

• DMIN (Doctor of Ministry) Tacoma Covenant Bible Seminary

 

Professional Recognition:

 

• Distinguished Sales & Marketing Award - Sales & Marketing Executives International

• Life member of The Million Dollar Round Table (member since 1996) with 13 Court of the Table and six Top of the Table honors

• National Quality Award - NALU & LIMRA

• Master’s Conference Qualifier - Prudential Financial Planning Services

• Five Star Advantage Award recipient - Great American Financial Resources

• Associate of the Year - PFPS

• Investment Leader 2003 – PFPS Pacific Northwest Agency

• President’s Hall of Honor - PFPS

• Award of Excellence - PFPS

• Financial Planner of the Year 2002 & 2010 Pacific Northwest Agency PFPS

• Gold Level Financial Planner (multiple years) - PFPS

• Regional Director - Money Concepts Capital Corp. 2011 - 2021

• Apex Club award 2016, 2017, 2018, 2019, 2020, 2021, 2022 – Money Concepts Capital Corp LLC

• Top of the Pyramid award - Transamerica

 

Community Involvement and Service:

 

• Tacoma Rotary Club #8 Rotarian of the Year 2003-2004

• Current member and past president –The Rotary Club of Lakewood, WA

• Board president – Network Services (non-profit, community service organization helping homeless families)

• Member, National Association of Estate Planners & Councils

• Current member and past president – Panteras Northwest

• Member – Jet City Fiero Club

• Founder of “Woodstick” a Guinness World record drumming event for charity

• Member – Lake City Community Church