Independent
Financial
Advisors, Inc.
Graduate of Purdue University in 1972 with a degree in Economics and Finance. I am an inactive Certified Public Accountant, CPA, and an active CERTIFIED FINANCIAL PLANNER™, CFP®.
I previously had a 29 year career in the Telecommunications Industry and retired as the Treasurer of ALLTEL Corporation in 2001. As Treasurer, in addition to normal cash management functions, I participated in various administrative functions for the Pension and Benefits Committee. This included working with various active and potential fund managers and reporting the overall results of the Pension and 401-K plans. Prior to becoming Treasurer, I was the Corporate Controller for many years and was involved in various accounting and finance functions, including SEC compliance and external reporting of financial results.
In 2004, I became a registered financial advisor, joined Independent Financial Advisors, and started helping clients with financial planning and investments. In 2008, I became a CFP® and have maintained the continuing education requirements.
I am a member of Christ the King Catholic Church and have volunteered for various non-profit organizations. Pam and I have been married for over 40 years. We have two grown children and two grandchildren. My hobbies include golf, tennis, and spending time at the lake.
Independent Financial Advisors, Inc.
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