Professional
Specializing in compensation and benefit plans for community banks. Expertise in coordination and integration of qualified and non-qualified retirement plans. Expertise in the design and implementation of Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) as a primary financing vehicle for large companies, banks, and financial institutions.
Specialties
- Compensation and Benefit Plans for Community Banks
- Attraction and retention plans for key personnel at financial institutions
- Qualified and non-qualified benefit plans for banks, corporations, and financial institutions.
Education
| Degree | Major | Institution |
|---|---|---|
| Masters of Science | Financial Services | American College |
| BBA | Finance | University of Houston |
Awards and Recognition
Million Dollar Round Table Qualifying/Life Member 1986-1991
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT