Professional Achievements
· Certified Fund Specialist (CFS), August, 1994
· Certified Financial Planner (CFP®), November, 1997
· Certified in Long Term Care (CLTC), March, 2000
· Christian Financial Consultant & Advisor (CFCA®), July, 2005
· Qualified Kingdom Advisor (2005)
· Fully licensed in insurance and securities
Professional Memberships
· Financial Planning Association
· The Institute for Business and Finance
· National Association of Christian Financial Consultants (NACFC)
· Kingdom Advisors
Community & Christian Service
· Member of the Easton Lions Club since 1989
~ Served as Vice Pres., 1994-1995. Several years on the Board of Directors
~ Recipient of Lion of the Year Award, 1994
~ Recipient of the Melvin Jones Fellow Award, 1996 (for humanitarian service)
· Member of the Easton Chamber of Commerce
~ Served on the Board of Advisors for several years
· Attends The Fellowship (church) in Easton, MA since 1984
· Active in Men’s Ministry, Good $ense Ministry, etc.
· Chairman of the Local Project Committee (Easton, MA) of South Shore Habitat for Humanity (2000-2004) – Built two Habitat Homes
· Served on the South Shore Habitat for Humanity B.O.D. (2001-2004)
· Serves on the B. O. D of National Association of Christian Financial Consultants (NACFC) Member since 1999, Secretary – 2001 to 2005, Vice-President - 2005 to 2007
· Serves on the B.O.D. and as Treasurer for: Inter-denominational Christian Men’s Network, Inc. (Since 1998)
· Served on the Board of Advisors of: New England Christian Media Ministries, Inc. (1997 – 2000)
· Served on an Advisory Team for Bethel Seminary of the East (2003-2004)
· Serves on the leadership team for the Biblically Responsible Investing Affinity Group for Kingdom Advisors
