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Profession
Board-certified anesthesiologist
Founder and CEO of Unified Trust Company, NA
Education
Kaskaskia College, Centralia Illinois
(1973-1974)
University of Kentucky College of Pharmacy
(1973-1977)
Southern Illinois University School of Medicine,
Doctor of Medicine (1980)
University of Kentucky College of Business,
Master of Business Administration (1990)
Served as a major in the US Army Medical Corp
(1984-1990)
Outstanding Contribution to Profession
"I have written two books on Retirement Success.
I have published more than 100 articles on
various topics concerning retirement, financial,
and investment management. Unified Trust
Company, NA is a leader in helping employees
reach their retirement goals. Today we
manage nearly $6 billion for more than 40,000
individual employees. We have developed many
innovative software and artificial
intelligence driven methods to help people be
successful recognition."
Awards/Honors
Named National Retirement Advisor of the year in
2013.
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