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Credentials

  • Chartered Financial Consultant (ChFC)
    The American College

Experience

    • Mexico
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Consultant
      • Oct 2012 - Present

      Ownership succession and estate planning for large, family- owned businesses. Ownership succession and estate planning for large, family- owned businesses.

Education

  • California State University-Chico
    Bachelor of Science (BS), Finance
    1972 - 1977
  • Carlmont High School
    1968 - 1972

Community

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