Bio
Credentials
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Series 65 FINRA
Overland Park Kansas, Legacy Wealth Partners, LLCMay, 2009- Jun, 2026
Experience
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Retired USAF Pilot and Corporate Senior Executive
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Leawood, Kansas and Whitwell, Tennessee
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General Manager, and Chief Investment Officer, Helio Enterprises, LLC
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Jun 2011 - Present
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Leawood, Kansas and Whitwell, Tennessee
Previously, Managing member and GM for LLC developing 100 acre mountain housing property near Crossville, TN. Former Founder and Chairman, Whitwell High School Foundation enriching the lives of the students of the Whitwell, TN School System. Currently, manage investments for closely held Investme...
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Eagle's Nest, LLC and Walden Reserve, LLC
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Overland Park, KS
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Partner
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2004 - 2011
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Overland Park, KS
Large tract real estate development in Tennessee Cumberland Mountains near Crossville, TN. Lost 6000 acres and a substantial investment in Walden Reserve, LLC due to the partnership's inability to get financing exacerbated by the 2008 national economic downturn.
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Legacy Wealth Partners, LLC
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Overland Park, KS
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Partner and Financial Advisor
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2009 - 2010
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Overland Park, KS
Private portfolio and wealth management regulated by KS and MO. Owner and investor in this closely held Financial Advisory firm. With my partner, produced exceptional rates of return on individual investment portfolios and family trusts. Certification: Series 65 FINRA
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IMC Global (Mosiac)
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Greater Chicago Area and Overland Park, KS
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VP Strategic Sourcing and VP Energy and Services
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1998 - 2004
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Greater Chicago Area and Overland Park, KS
Fortune 100 Fertilizer, Chemicals, and Minerals Company. Successfully synergized sourcing for 26 plant sites throughout North America and Canada. Substantially trimmed excess and dead stores inventory to materially improve profitability
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Harris Chemical Group Inc.
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Overland Park, KS
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VP Logistics and Transportation
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1993 - 1998
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Overland Park, KS
Fortune 500 Chemicals and Minerals Company formed of LBO Orphaned Divisions. Improved the Logistics, Stores and Transportation costs, especially the energy costs and profits, port and ship loading efficiencies. Built premier ocean vessel loading and storage operations at San Diego and Long Beach....
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United Logistics Inc.
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Phillipsberg, NJ
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President/Founder
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1989 - 1993
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Phillipsberg, NJ
$3.5 Million Sales, Closely held, 48 State Contract Truckline; Consulting in Manufacturing and Logistics. Owner and operator of 21 rigs doing transcontinental hauling for Fortune 500 and 1000 companies. Performed major consulting assignments for The American Candy Company, The Nutrasweet Company...
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Church & Dwight, Co., Inc.
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Princton, NJ
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VP Operations
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1981 - 1989
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Princton, NJ
Fortune 1000 Arm & Hammer Trademarked Consumer Products and Chemicals. Responsibilities included manufacturing, engineering, purchasing and distribution and contract manufacturing. Built a computerized detergent plant to lower costs by $5.5 million annually. Engineered and built the toothpast...
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Jacob Stern & Sons, Inc.
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Jenkintown, PA
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Director of Distribution
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1978 - 1981
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Jenkintown, PA
This was a brilliantly managed $250 Million Sales, Privately held Commodity Trading, Production, and Exporter. Responsible for distribution from 11 plants in eight states. Market concentration in tallow, fatty acids, animal and poultry feed additives, and chemicals throughout North America
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FMC
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41st & 3rd Avenues, New York, NY and 2000 Marke...
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Manager Freight Rates/Operations
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1974 - 1978
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41st & 3rd Avenues, New York, NY and 2000 M...
$One Billion+ Sales Chemical Division of Fortune 100 Classic Conglomerate. Responsible for safe, economical transportation operations involving over 150 specialty, industrial, and agricultural chemicals generating $120 Million annual freight costs. Improved profits by over $1.1 Million annually...
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Pan American World Airways
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49th floor of Pan Am Building, New York, NY
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Financial Analyst
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1973 - 1974
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49th floor of Pan Am Building, New York, NY
Premier International Airline and Aviation Pioneer Company. Researched and prepared major exhibits used to win route bids before the Civil Aeronautics Board.
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Education
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1971 - 1973University of Tennessee-Knoxville
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1961 - 1965US Air Force Academy
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1960 - 1961Tennessee Technological University
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