Hello and welcome to my GladVisor webpage. I look forward to conversations and providing assistance to you, as you pursue your charitable planning goals. Be sure to take a look at my upcoming webinars and join in on the meeting. Or feel free to contact me directly. I look forward to meeting you.
• Founding board member and chairman of Legacy Endowment the Community Foundation www.legacyendowment.org/ founded in January 1994.
• Founding board and chairmen of Vison Resourcing Group https://visionresourcinggroup.com/ August 2003, a 501C3 ministry dedicated to providing resources to Christian leaders and those they serve so they succeed in their areas of their God given responsibility and calling.
• Received undergraduate education from California State University Fullerton in Business Administration.
• Obtained professional credentials of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College of Bryn Mawr, Pennsylvania.
• Became a Certified Kingdom Advisor (CKA®) www.kingdomadvisor.com with Kingdom Advisors, a professional service organization that trains and certifies professional advisors in applying Biblical principles in best practices and client advice serving in local leadership from 2012 to 2018.