B. S. Economics, University of Tampa, 1968.
Chartered Life Underwriter designation awarded 1980.
Chartered Financial Consultant designation awarded 1985.
Past President of Central SC Chapter of Financial Service Professionals.
Member, Columbia Estate planning Council.
Member, National Structured Settlement Trade Association.
Instructor, Continuing Legal Education Seminars, Court Settlement Annuities section.
Instructor, Court Settlement Annuity Seminars for State Farm Insurance Company.
Certified Structured Settlement Consultant designation awarded 1994.
Founding member, Society of Settlement Planners, a plaintiff oriented structured settlement organization.
May 1999 to present: Settlement Consultant, Summit Settlement Services, Columbia, SC.
April 1986 to May 1999 Vice President, Structured Financial Associates, Columbia, SC.
March 1982 to Apr. 1989: Vice President, Boyle-Vaughan Associates, Inc., Columbia, SC.
July 1974 to Feb. 1982: Manager, Life Division, Aetna Life Insurance Company, Columbia, SC
Oct. 1971 to July, 1974: Manager, Group Claim Department, Aetna Life & Casualty, Columbia, SC.
Jan. 1970 to Oct. 1971: Asst. Manager, Aetna Life & Casualty, Newark, NJ.
Apr. 1968 to Jan. 1970: Claim Representative, Aetna Life & Casualty, Tampa, FL.
To qualify for CLU and ChFC designations, an individual must successfully complete a comprehensive course of study and demonstrate competence by passing a series of college level examinations in the areas of life and health insurance, pensions, law, trusts, financing, economics, and business, financial, and estate planning administered by The American College, a fully credited institution. Rigid ethical, experience, and continuing education requirements must also be met.
To qualify for a CSSC designation, an individual must attend the University of Notre Dame for classroom study, and successfully complete a comprehensive examination in the areas of Casualty Claim Practices, Special Needs and Reversionary Trusts, Business Ethics, Negotiation, Fixed Income Analysis, Macroeconomic Issues, and The Legal Process.
1201 Main Street, Suite 1980
Columbia, SC 29201