- As a Christian, I have a passion for discipleship - seeing men grow closer in their relationship with Jesus Christ
- My wife is my best friend and my family is a priority in my life
- I enjoy music - (guitar & vocal)
- I also hold a pilot's license, although I am not currently active
- I enjoy golf, whitewater rafting and racquetball
- I am actively coaching one of of grandsons in little league basebal
More than 35 years' of diverse experience in financial management, business management, client consulting (business and employee benefits), and strategic planning. Having served in positions including Controller, CFO, CEO, and as Consultant.
Aug 2010 - Present
Wheeler Consulting Services
Freelance work as consultant and accountant to several small businesses, and consulting for client companies with self-funded health benefit plans, Flexible Spending Accounts (Sec 125) and other related services.
My work includes work for non-profit ministries.
Apr 2006 - Present
Analytical consulting for clients with self-funded health benefit plans. Monitoring cost trends and assisting clients with management of benefit costs.
Feb 1983 - Apr 2006
President / C.F.O.
Wheeler Companies, Inc
Small business accounting, financial consulting and taxation (1983-1995)
Third Party Administration of Self-funded health benefit plans and FSA's (Sec 125) 1983-2006
Controller & CFO of the Company from 1983 to 1995
President and CEO from 1995 to 2006 (Business Sold)
Feb 1983 - Oct 1995
President & Founder
Management Accounting Services
Management Accounting Services provided small business bookkeeping services to small businesses, including individual and corporate income tax work, representation of clients before Internal Revenue Service and similar agencies, preparation of payrolls and payroll tax returns.
Types of business included restaurants, engineering firms, retail clients, contruction companies, non-profits - even a Christmas Tree farm and Emu Breeder
Jun 1982 - Feb 1983
Citizen's Bank of Northport
Citizen's Bank was a very small (single branch) bank located in Northport, Alabama. My title was "Controller", but I was involved in management of most of the operational facets of the business, until it was sold to a large regional bank holding company
Jun 1980 - Jun 1982
Controller / Internal Auditor
Union National Bank
I was originally hired to develop and implement an internal audit plan for a 75 year old bank that had no previous auditor. After implementation of the audit plan, I was asked to develop a commerical loan review and analysis plan for the bank. Subsequent bank examinations resulted in favorable results, at which time, management asked me to take the position of Controller.
Mar 1976 - Jun 1980
Bank of the Southeast
AT the time of my employment, the bank had gone through significant management change. As Controller, we developed a greatly improved system of internal controls and aggresively managed expenses. During my tenure, I participated in the development of a very successful stock offering prospectus, working with our local CPA firm and legal counsel.