1975
Graduates from William Penn Charter School in Philadelphia, PA.
1978
Attains a SCUBA License from the Professional Association of Diving Instructors (PADI).
1979
Pursues a degree in finance from Drexel University in Philadelphia, PA.
1979
Works for Barclay Associates until 1981.
1980
Attains a Private Pilot License, VFR (Visual Flight Reference) single engine land.
1981
Works for Manufacturers Life Insurance Co. until 1984.
1984
Works as 401(k) ESOP Specialist for the American Trust Co. of Hawaii Inc. until 1989.
1985
Preaches his sermon “Mothers, Miracles & Mates” at First Presbyterian Church on May 26.
1986
Establishes 401(k) for the Confederated Tribes of the Umatilla Indian Reservation in Oregon.
1989
Is chief financial officer of Nationwide Discounts Sleep Centers until 1999.
1999
Is a general partner of the Vision Real Estate Partnership until 2006.
2000
Is a general securities principal with Cantella & Co. Inc. and continues in the role.
2011
Releases the short financial education film “401k Magic.”
2011
Receives six film festival awards for “401k Magic,” including three Telly Awards.
2021
Maintains membership with the National Association of Security Dealers and the Association of Mature American Citizens.
2021
Maintains lifetime membership with AARP.