Bachelor, Ohio Wesleyan University, 1988; degree, Institute of Business & Finance, La Jolla, California, 1996.
Senior associate, Allmerica Finance Inc., Lake Oswego, Oregon, since 1992. Consult.& lecturer for United Way, Oregon Public Broadcasting, American Heart Association(American Heart Association), Salvation Army, Young Men’s Christian Association, Boy Scouts of America, American Lung Assn, Easter Seal Society, American Diabetes Association, Goodwill Indiana, Arthritis Foundation Raised $12 million in charitable gifts, since 1994. Lecturer in field.
Member National Eagle Scout Association Boy Scouts American, International Association Finance Planners, National Association Fund Raising Executives, Court of the Table MDRT.