Accomplished Sales and Training professional in estate , retirement planning, and charitable giving for larger net worth clients.
- Successful in meeting sales goals
- Successful in coaching and training others in reaching sales goals
- Extensive experience in estate and retirement income planning
- Charitable Planned Giving and fund-raising
Insurance and Financial Planning June 24, 1968 to Present
Adaptation Financial Advisors, Inc. From Inception
I have been involved in personal sales my entire career.
Succession Planning, Estate Planning, Financial and Wealth Accumulation Planning have been my focus since June 24,1968 to this very moment.
Bachelor of Arts – Tulane University 1966
Master of Business Administration – The Wharton Graduate School of Finance and Commerce, University of Pennsylvania 1968
Juris Doctor – Southern Methodist University School of Law 1971
Chartered Life Underwriter, The American College of Life Underwriters 1971
Certified Advisor in Philanthropy 2014