Bio
Experience
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Personal Financial Coach (A Pure Fiduciary)
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Jan 2004 - Present
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Dallas
Director, analyst and advisor for those whose goals are growth and protection of their financial wherewithal, and whose personal estates are important to them. I build specific, personal plans for each of my clients, ones they are advised to follow when using their brokers, attorneys and accountants. Planning, executing the plan, and following the plan dramatically increase the opportunity for success while minimalizing risk.I also analyze businesses, especially those which are real estate oriented, and the financial patterns of churches. I have extraordinary experience in both areas.
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Bill Cherry, Real Estate Broker
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Galveston, Texas
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Principal Broker
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1990 - 2003
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Galveston, Texas
Principal Broker for commercial real estate brokerage company, and commercial real estate consultant. Additionally did extensive work as paid expert witness, normally for the account of the plaintiff, in district and federal courts.
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Guaranty Federal Savings and Loan Association
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Homw Office - Galveston, Texas
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Board of Directors Member
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Dec 1995 - Jul 1998
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Homw Office - Galveston, Texas
Member of the Board of Directors. Resigned when ownership was changed from a mutual association to a general corporation. .
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The Old House Company, Real Estate Brokers
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Galveston and Houston
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Owner
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1984 - 1990
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Galveston and Houston
Owner and Principal Broker. Trained all employees and sales people. I sold this company and it continues to be a vibrant contender in the real estate market.
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Columbia Communities, Inc.
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Houston, Texas
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Vice President and Director
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1976 - 1980
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Houston, Texas
Vice president and director of building and sales of single family homes and condo conversions.
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Guaranty Service Corporation
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Galveston, Texas
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Vice President and Chief Operating Officer
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1968 - 1976
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Galveston, Texas
Managed a real estate investment company -- residential subdivision land development, home building, apartment building -- for the service company owned by Guaranty Federal Savings & Loan Association. Developed a residential subdivision in Lake Jackson, Texas, known as Oak Forest, built 220 apartment units in Galveston near UTMB, joint ventured for-sale high cost condominium project in Houston.Also acted as commercial loan officer for Guaranty Federal Savings & Loan Association, making loans primarily in Houston and Dallas.
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Securities Management & Research, Inc.
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Galveston, Texas
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Vice President
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1966 - 1968
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Galveston, Texas
Mutual fund broker-dealer. Was in charge of licensing for company and sales force; assisted in writing fund prospectuses, was the company's required NASD Financial Principal.
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First National Bank of Clayton, Missouri
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Saint Louis, Missouri
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Comptroller
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1962 - 1964
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Saint Louis, Missouri
An office of five professionals, we oversaw the bank's bookkeeping and federal reporting as well as did internal audits of deposits, accounts, loans and collateral.
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Education
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1984 - 1986Rice University - Jesse H. Jones Graduate School of Management
Graduate work in Business Investments, Trusts, financial instruments, joint venture formation and administration -
1963 - 1965Washington University in St. Louis
Business Graduate School - International Banking & Economics -
1968 - 1971Chartered Life Underwriters
See description below, Life Insurance -
1964 - 1967University of North Texas
Graduate studies in English Literature - Focus & Thesis: John Milton's "Paradise Lost" -
1960 - 1962University of North Texas
Bachelor of Science in Education, English and English Literature -
1958 - 1960Tulane University
Bachelor of Science - Chemistry
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