Qualifications
I graduated from The University of the South, Sewanee, TN with a BA in Liberal Arts in 1968, followed by my three year duty with the US Air Force, and then graduated with a JD-degree from The University of South Carolina School of Law. I entered the investment business in 1975, and began my career with RBC Wealth Management in 1987. I have achieved RBC Wealth Management's PORTFOLIO-FOCUS accreditation and completed the extensive curriculum to earn my Accredited Wealth Manager (AWM) designation.
Personal
I currently live in St. Paul, MN., with my spouse of 45 years and two dogs. Our two children have "flown-the-nest" and we have three grandchildren. I have volunteered for numerous charitable organizations over the years, but now spend most of my "free-time" doing more research - trying to find good investment alternatives. When I think I need a break from research, I do enjoy the outdoors.
