| Credentials: |
FPA
(Financial Planning Association) |
- Member (1989-present)
- National Financial Planning Support Center Consumer Outreach Program Volunteer (2002-present)
- Member, Recruitment & Retention Committee (1995-96)
|
| Illiana Chapter of the FPA |
- Member (1989-present)
- Panelist "Converting From Transaction To Fee-Based Practice"
Chairman (1997-98)
- President (1993-96)
- Vice President, Membership (1991-93)
|
National Federation of
Independent Business |
|
| Schwab Institutional ePanel |
|
| Investor Skills and Knowledge Institute |
- Contributor and speaker (1999)
|
| CFP Board of Standards |
- Board of Professional Review Hearing Panel (1998)
- Practice Standards Draft Review and Comment (1997)
|
| USA Today Consumer Hotline |
|
| Brigham Young University |
- Participant, Investment Advisor Study (1996)
|
| Midwest Steel Corporation |
- Personal Finance Instructor (1995)
|
| Duneland Friends of the Playground, Inc. |
- Advisor to the Treasurer (1995)
|
| University of Texas, Austin |
- Financial well-being project (1994-95)
|
| Chesterton High School |
|
| Bethlehem Steel Corporation |
- Personal Finance instructor (1994)
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| Northwest Indiana Institute for Financial Management |
|
| Purdue University |
|
| Various workshops & seminars Radio, TV, and other programs
|
| Publications Contributions: |
| Glamour |
|
| Kiplinger's Personal Finance |
|
| Mpower |
- "Home Financing Boom Presents Savings and Spending Opportunities" (8/14/01)
- Give Up My SUV? No Way!" (8/7/01)
|
| The Times |
- "Man With a Plan" (5/28/01)
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| Investment Advisor Magazine |
- "Budgeting for Young Adults" (3/01)
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| Baltimore Sun |
- "Paycheck Irregular? Develop A Full-Time Plan" (2/18/01)
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| TheStreet.com |
- "Investment Opportunities With A Bush Administration" (1/01)
- "Reducing Risk In The Tech Market" (11/00)
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| Fortune Small Business |
- "How Solid Are Your Finances; Rich and Retired" (11/00)
|
| Arkansas Democrat-Gazette |
- "Newly Rich Uneasy About Heirs' Perspective" (6/26/00)
|
| Journal of Financial Planning |
- "What You Need To Know About Valuing Your Practice" (2/00)
|
|
| Awards: |
Noted In: |
- Duneland Chamber of Commerce
Community Leadership Award, 1999
|
- Who's Who In: International Contemporary Achievement
- Who's Who In: U.S. Commercial & Savings Banking
- Who's Who In: Young American Professionals
- Who's Who In: National Registry Lifetime Member
- Who's Who In: Executives and Professionals
- Who's Who In: International Professionals
- Who's Who In: Registry of Business Leaders
- Who's Who In: Finance and Industry
- Who's Who In: Midwest
- Who's Who In: America
- Who's Who In: World
- Who's Who In: Worldwide
- Who's Who In: Men of Achievement
- Who's Who In: Entrepreneurs
|
- Duneland Chamber of Commerce
Community Service Award, 1993
|
- Chesterton/Duneland Kiwanian
of the Year, 1990
|
- Outstanding Young Man in America, 1989
|
