EDUCATION:
The American College – Chartered Special Needs Consultant®- 2018
The American College – Retirement Income Certified Professional® - 2016
College of Financial Planning – Certified Financial Planner™ designation - 2001
The American College – Chartered Life Underwriter® – 1986
The American College – Chartered Financial Consultant® – 1985
BS Bradley University – Business Administration Bachelor of Science - 1972
EXPERIENCE:
J.W. Cole Advisors, J.W. Cole Financial 2014 - Present
Financial Consultant, AXA Advisors, LLC – 1980 to 2014
Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning.
Peace Corp Volunteer, Colombia 1974-1977
INDUSTRY RECOGNITION:
Past President Palm Beach County Chapter of Society of Financial Services Professionals
MDRT Foundation - Knight
Palm Beach County - NAIFA Community Service Award
Palm Beach County - NAIFA Agent of the Year 2003
COMMUNITY SERVICE:
Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary – Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.
PERSONAL:
Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren.
