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Contribute to a firms health and expansion delivering proven experience in financial management and real estate sales and analysis within an organization recognizing staff as the greatest off balance sheet asset.


As a degreed accountant I have spent the last 20 years in the financial sales industry.  My experience has increased from accounts payable clerk to CFO involving every level of company hierarchy, the most recent six years providing sophisiticated real estate solution to high net worth investors.  I have proven skills in finance and commercial real estate analysis as well as internal operational issues such as H/R and facilities management. 

While my skills are detailed below,  my experience has shown the most difficult aspect of a new hire is the balance of a candidates skills and philosophical vision to a companies culture and objectives.  I am confident in my professional skills and eagerly seek a position where I can make a significant contribution to an organization combining skills and personality with a group looking for the same.  Again, my experience is many qualified candidates will present differently on paper than in person.  In the event you feel my professional experience and skills are in line with your expectations, the best way to understand how I might be an asset to your firm is to sit and talk. 

Work experience



Duties Include:

  • All company level financial reporting for a Multi State / Multi Division Government Contracting Firm
  • Job Cost Accounting System Creation and Management
  • Monthly Financial Statement preparation
  • Annual Audit engagement
  • All company administrative functions including H/R, Payroll, Tax, Insurance, Travel
  • Preparation of Government Proposal submissions for Department of Defense
  • Multi state facilities management including site selection, tenant negotiation and lease review

Chief Financial Officer

Pinnacle Financial Services

Chief Financial Officer of NASD Broker/Dealer Firm

Duties Include:

  • Company level financial oversight of a NASD member firm
  • All Public SEC/NASD regulatory reporting including FOCUS, 10K as well as monthly F/S preparation
  • Annual Financial Statement Audit engagement
  • Responsibility for all company staffing issues including H/R, Payroll, Commission payout, Bonus creation, payroll tax reporting

President of Indiana Financial Insurance Company

Duties Include:

  • Company level financial oversight and planning
  • Negotiating selling agreements with National Insurance Companies
  • All financial reporting aspects of a State of Indiana Licensed Insurance Company
  • All company staffing, H/R, Payroll, Commission and compensation requirements
Nov 2003Present

VP Investments/Sales

Great Lakes Trust Company

Financial Services Department Head reporting to President

Advised High Net Worth Clients on issues relating to :

  • IRS 1031 Deferred Commercial Real Estate Exchange Transactions $18 Million closed sales
  • Director and Sales Manager of 5 person Sales Team
  • Increased Sales Penetration within 15 branch office outlets
  • Providing Tax Solutions for Real Estate and Long Term Investors
  • Development and Delivery of Sales Programs/Presentations
  • Business Succession and Advancement Strategy
  • Budget and Financial Statement Compilation


Illinois Insurance Agent

State of Illinois
  • Licensed Insurance agent in the State of Illinois

Series 7, 66

  • NASD Series 7 Securities Broker with over 20 years of Investment advising
  • NASD Series 66 Registered Investment Advisor designation


CCIM Institute

Completion of CCIM (Certified Commercial Investment Member) designation

  • Advanced Degree in the field of Commercial Real Estate Financial and Operational applications developed and issued by the National Real Estate Association for Commercial applications.
Aug 1984Dec 1986

BS Accounting


Operation Administration
Experienced in all aspects of administrative duties from H/R to Coffee
Financial Advisor High Net Worth
Advising High Net Worth clients on the impacts of IRS Section 1031 Tax Deferred Real Estate Exchanges, both Forward and Reverse.
Financial Statement Preparation


Series 7, 66



National Assoication of Realtors