Bio
Credentials
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Chartered Life Underwriter
The American College of Financial ServicesOct, 1985- May, 2026 -
Certified Public Accountant - Illinois 1979
University of IllinoisSep, 1979- May, 2026 -
Professional Engineer (PE)
State of IllinoisMar, 1971- May, 2026
Experience
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Inverstor
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Jan 2005 - Present
Investment Management
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SCORE
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Elkhart, Indiana Area
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Senior Consultant
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Jan 2006 - Present
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Elkhart, Indiana Area
Former President of the local chapter for 3 counties. Won aware for out standing state chapter for ! year. Current volunteer counselor for small business
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numerous
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1957 - 2013
National Board of Directors, 7 years as Treasurer & Chair of Finance, Area Team Chair (10 years) e.g. CEO of volunteer activities for the covering Indiana and did virtually every other role at all levels in 47 years in the organization
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Education
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1965 - 1970Bradley University
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1960 - 1964Purdue University
Suggested Services
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Industry Focus. “Management Consulting”
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References
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