Bio
Experience
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LifeScope Planning and Investment Services
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122 Lee Parkway Dr., Ste 113, Chattanooga, TN 3...
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Partner
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1982 - Present
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122 Lee Parkway Dr., Ste 113, Chattanooga, TN 3...
Financial Planning, estate planning, business purchases, retirement planning, specialty planning for estate distribution, stock and security transfers for estates.
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J. C. Bradford & company
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Nashville
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Regional Manager
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Apr 1982 - Jan 2002
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Nashville
Advisor-1982, Sales manager-1984 Partner-1989, Managing Partner (Chattanooga office) 1990, Senior Advisory council 1992-1997, Regional Manager-1998, Firm Planning Committee, Vanderbilt Advanced Leadership Program.
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Modern Maid-Appliance Manfacturers-now
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Chattanooga, Tennessee Area
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Director of Marketing
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Jul 1978 - Apr 1982
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Chattanooga, Tennessee Area
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Small CPA firm in Cincinnati and Dayton Ohio
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2yrs in Cincinnati and 2yrs. in Dayton, OH
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accountant
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Jul 1974 - Jul 1978
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2yrs in Cincinnati and 2yrs. in Dayton, OH
Auditing and tax work.
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Office of the Comptroller of the Currency, US G...
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Indianapolis, Indiana Area
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Assistant Examiner
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Aug 1970 - Feb 1974
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Indianapolis, Indiana Area
Audited all National Banks in the state of Indiana. A very eye opening experience on how the Federal Government works.
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Education
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1991 - 1994University of Pennsylvania - The Wharton School
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1974 - 1976University of Dayton
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1966 - 1970Morehead State University, Morehead Kentucky
Suggested Services
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Industry Focus. “Financial Services”
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