Our Founder

Professional Accomplishments

Received Accredited Estate Planners Designation 2000
Received Chartered Life Underwriters (CLU) designation 1981
Chartered Financial Consultant Designation 1981
Founded Insurance Consultants of Virginia, Inc. 1980
Life Qualifying member of the Million Dollar Round Table since 1978
Top Of The Table member of the Million Dollar Round Table since 2004
Graduated from The College of William and Mary in Virginia 1975
Named to Who’s Who in Colleges and Universities 1974-1975

Professional Memberships

Peninsula Estate Planning Council
Million Dollar Round Table
National Association of Health Underwriters
International Association of Financial Planners

Continuing Education

Million Dollar Round Table meetings since 1978
Heckerling Institute On Estate Planning