| COORDINATING ACTIVITIES (IN YEARS OF
EXPERIENCE) |
 |
Estate Planning - 26 Years |
 |
Insurance - 34 Years |
 |
Equity Investment - 32 Years |
 |
Employee Benefits - 34 Years |
 |
Qualified Retirement Plans -
34 Years |
|
| PROFESSIONAL AFFILIATIONS |
 |
Tax and Estate Planning
Council - 1992-93 President |
 |
American Society of CLU & ChFC
- Past Board Member |
 |
Akron Life Underwriters - Past
Board Member / Ethics Chariman |
 |
National Association of
Security Dealers |
 |
The Community Healthcare
Coalition, Inc. |
|
| EDUCATION |
 |
Graduate of the University of
Akron |
 |
Fourteen Component Course of
Study to Achieve:
 |
Chartered Life Underwriter
- CLU |
 |
Chartered Financial
Councelor - ChFC |
|
|
| CIVIC INVOLVEMENT |
 |
Archbishop Hoban High School -
Board of Advisors |
 |
Archbishop Hoban High School -
Alumni Association |
 |
Akron Regonal Development
Board |
 |
Holy Spirit Parish - Member |
 |
Congress Lake Club - Board of
Directors |
 |
Heart to Heart Communications
- Board of Directors / Development Chairman |
 |
South Summit Chamber of
Commerce |
|
| |