Bio
Credentials
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Certified Financial Planner
College for Financial Planning, Denver, COJun, 1974- May, 2026
Experience
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TeamCFA Board Representative
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Phoenix, AZ; Gastonia, NC; Durham, NC
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Member Board of Directors, Three Charter Schools
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Jul 2014 - Present
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Phoenix, AZ; Gastonia, NC; Durham, NC
My responsibilities include attending board meetings monthly (presently at two TeamCFA Charter Schools in North Carolina) as a TeamCFA Board Representative - staying informed on each school's activities and educational progress, attending special events at each school (school openings, art ev...
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Board Responsiblities
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Gastonia, NC and Durham, NC
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Member, Boards of Directors
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Jul 2014 - Present
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Gastonia, NC and Durham, NC
I serve as a TeamCFA Board Member at two Challenge Foundation Charter Schools. I am responsible for the oversight of school Directors (Principals) and the Charter Schools which they lead. Committees include Governance, Finance, Facilities, and Academics. Duties include compliance with State and F...
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Non Profit Organizations
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Greater Atlanta Area
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Founder, Officer, Board Member
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Jul 1969 - Present
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Greater Atlanta Area
Since 1969 I have filled the following positions: Founding Member and Officer, Georgia Chapter International Association of Financial Planners (IAFP); Taught first classroom course leading to the Certified Financial Planner designation; Vice President of College for Financial Planning; President ...
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WebsterArt
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Suwanee, GA
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Independent Artist
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Jun 1958 - Present
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Suwanee, GA
Entrepreneur of WebsterArt using multiple media. Also member of North Gwinnett Arts Association where I have served as Vice-President and currently serve on Arts in the Park and Auto Show committees. My paintings have been purchased by individuals from Florida to Alaska and Connecticut to Califo...
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Self Employed - Independent Certified Financial...
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Greater Atlanta Area
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Financial Services Advisor
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Jun 1972 - Aug 2004
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Greater Atlanta Area
I co-founded three businesses relating to Financial Planning,serving as President of one firm. I served as a Financial Planner for five firms over a 32 year period in the Atlanta area with clients also in other states. I taught Financial Planning from 1973-1975. I served on three national and tw...
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Assistant to the Regional Director
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May 1968 - Sep 1989
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Atlanta, GA
Assisted Regional Director to fulfill his responsibilities to one of the six regional committees appointed by the U.S. Department of Labor. Accompanied Regional Director at each meeting of the committee, including travel to New Orleans and Washington, D.C.
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IBM and Computer Management Incorporated
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Greater Atlanta Area
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Computer Consultant
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Jul 1972 - Aug 1974
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Greater Atlanta Area
Worked for IBM in Atlanta as a Marketing Representative in GEM Office (Government, Education, and Medicine). Taught a Senior Level College Course at Georgia Institute of Technology, School of Industrial Management as a Lecturer from Industry. From IBM I moved with three IBM branch managers to joi...
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U.S. Air Force
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Hunter, Savannah, GA
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Captain, Aircraft Commander
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Jun 1961 - Sep 1966
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Hunter, Savannah, GA
Primary/Secondary Training at Vance AFB, Enid, Oklahoma. Trainied in two jet aircraft: T-37 Tweetie and T-33 T-Bird. Attended USAF Survival School in Reno, NV. Advanced Multi-engine Training (four engine piston aircraft at Tinker AFB, Oklahoma City, OK. Assigned to 63rd Troop Carrier Wing, 54th ...
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U.S. Military Academy, West Point
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U.S. Military Academy, West Point, NY
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Cadet
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Jun 1958 - Jun 1961
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U.S. Military Academy, West Point, NY
Cadet 1957-1961. Served in U.S. Air Force following graduation; Aircraft Commander, Military Air Transport Service (MATS)
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Education
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1966 - 1969Georgia Institute of Technology
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1957 - 1961U.S. Military Academy
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