| Branch Manager |
1990 - Present |
| Sun Amerca Securities |
|
| |
| Senior Partner |
1973 - Present |
| Tierra Financial Retirement Planning
Firm |
|
| |
| Director of Marketing, National
Sales Manager |
1985 - 1989 |
| American Pacific Securities Corp. |
|
- NASD Broker Dealer
- 530 - Person sales force
|
| |
| Regional Vice President, Regional
Trust Officer |
1981 - 1985 |
| Keystone Massachusetts Dist. Inc.,
Travelers Corp. |
|
- Southern California, Nevada, Hawaii
- Investment Officer Massachusetts Companies
|
| |
| Regional Vice President |
1972 - 1981 |
| Delfie Capital Sales - American Guaranty
Trust Company |
|
- Regional Vice President-5 Western States and Hawaii
- Trust Officer-Mutual Funds, Trust Planning
|
| |
| Sales Manager |
1965 - 1972 |
| Anchor National Life Insurance Co. |
|
| |
| Regional Vice President |
1963 - 1965 |
| Keystone Custodian Funds, Keystone
Massachusetts Dist. Inc. |
|
| |
| EDUCATION |
| |
| Business Administration Degree |
1963 |
| UCLA |
Los Angeles, CA. |
| |
| Advanced Planning Certificate |
1968 |
| Anchor National Corp.-Financial Planning |
Phoenix, AZ |
| |
| Advanced Planning Certificate |
1976 |
| American Guarranty Trust Co.-Trust
Administration Planning Courses |
Wilmington, DE. |
| |
| Degree |
1983 |
| USC-Financial Planning and Management
Practice |
Los Angeles, CA |
| |
| PUBLIC LECTURES |
| |
- 1989 Idaho Public Accountants
Society
- 1985 UCSB - Business School
- 1978 - 1984 UCLA - Graduate School
of Business
- 1974 - 1985 New York Stock Exchange
Members, Continuing Education
- 1978 - 1980 California Continuing
Education of the Bar
- TV Channel #22 FNN Several appearances:
Subjects: Personal Financial Planning, Trust Management/Estate
Planning
- 1990 Pre and Post Retirement
Planning-So. California Edison Company, Hughes Aircraft Company,
Santa Barbara Housing Authority - Present clients, Allstate
Savings & Loan Association
|
| |
| BUSINESS AFFILIATIONS |
| |
| Senior Partner - Tierra Financial Equities |
1973 - Present |
| General Partner - Sacramento Downtown Investors,
Ltd. |
|
| General Partner - Downtown Investors Partnership,
Ltd. |
|
- Chapter President IAFP 1975-1976
- Director IAFP, Ventura Chapter
- Director IAFP, Santa Barbara
Chapter
- Director/Board Member SCFPC -
5 years
- California Advisors - Planned
Giving
- American Cancer Society - 1978-1982
|
| |
| PUBLIC AWARDS |
| |
- American Cancer Society- Advance
Planning
- Lyons International - Planning
Development, Estate Planning
|
| |
| PERSONAL BACKGROUND |
| |
- Married 26 years, 2 children
- Age - 50
- Interests: sports and tennis,
running, hiking, fishing
- Director, Montecito Association,
Montecito Trails Foundation, Santa Barbara Polo & Racquet
Club
- League Commission: Santa Barbara
Interclub Tennis League, Phoenix Challenge 50 League
|
