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