Financial advisor and peer-review published professor with over 20 years of professional experience, extensive education (MSFS, ChFC, CLU, JD, MBA; currently a PhD Candidate; approved to sit the CPA exam), and passion for teaching. I want future professionals to understand the value of grand strategies, critical thinking, and fundamental ethics in business, and how to apply them. Highlights:
鈥� Business Ethics & Social Responsibility Professor at International American University
鈥� Volunteer Counselor with SCORE, teaching seminars in taxation for small businesses
鈥� PhD student in Financial & Retirement Planning at The American College
鈥� Founder of Wealth Directives, Inc. (WealthDirec
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