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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