Biography

Professional

Certified Financial Planner®

Registered Representative

Licensed Insurance Professional

Investment Advisor

Lifetime Member:  Million Dollar Round Table

Top of the Table Qualifier ~ Year 2000, 2001

Recipient of National Quality Award

 

Publications

Author, The Survivors' Handbook, Beyond the Will © 1993

Author, The Survivors' Handbook, Preparing for the Millennium  © 1998

 

Education

B.A. from Baylor University, 1980

Master of Science from Baylor University, 1983

Personal

Married to Karol Ladd  / Daughters - Grace & Joy

Member Providence Presbyterian Church

Member Bent Tree County Club

Member Preston Trail Golf Club

Check the background of this financial professional on FINRA's BrokerCheck