DISTINCT CAPABILITIES AND KNOWLEDGE

• Comprehensive Wealth Management & Estate Analysis
• Advanced Planning for Business Owners
• Exit Planning Strategies for Business Owners
• Tax Minimization Strategies and Estate Analysis

IMPORTANT QUALIFICATIONS

• Juris Doctor, University of Florida, 1991
• B.S. Auburn University, 1988
• Certified Financial Planner^™ designation, 2001
• CLU, ChFC, CLTC
• NASD Series 7 (General Securities) and 63 (State Uniform Securities) Registrations

OUTSTANDING ACHIEVEMENTS

• Co-Founder, Madison Financial Partners
• Business Enterprise Institute, Member
• Triple Bypass Bicycle Tour, Finisher, 2002-2005

AFFILIATIONS AND INTERESTS

• Rotary Club of University Hills, Member
• CAPA, ASA, IEC; Member
• FPOC, Board Treasurer
• CFPD, Board V.P.
• SEMLC, V.P. and Member