Work:
Legacy Planning Group, Llc
President
American Home Roofing
Jan 1972 - 1977
Vice President
Accounting Firm of Glenn R Munden Cpa
Jan 1975 - 1976
Assistant To the President
First Pasadena State Bank
1972 - 1975
Department Supervisor
Education:
University of Houston Center For Executive Development 1991 - 1993
University of Houston 1975 - 1977
Bachelors, Bachelor of Business Administration, General Business, Accounting
East Texas Baptist College / Marshall, Tx 1971 - 1971
Lee College 1970 - 1971
Skills:
Estate Planning, Retirement Planning, Asset Protection, Strategic Financial Planning, Alternative Investment Strategies, Qualified Retirement Plans, Insurance Planning, Marketing, Nursing Home Planning, Public Speaking, Wealth Management, 401K, Iras, Fixed Annuities, Indexed Annuities, Life Insurance, Long Term Care, Financial Services, Employee Benefits, Finance, Retirement, Strategic Planning, Tax, Risk Management, Financial Planning
Interests:
Boating
Recruiting and Training
Computers
Traveling
Public Speaking
Fine Dining
Wine Tasting
Certifications:
Certified Financial Educator
Heartland Institute of Financial Education/Finra Approved