5448 Painted Acres Dr, Cedar Hill, MO 63016 • (636)5876377
Eureka, MO
Camdenton, MO
Wichita, KS
Saint Louis, MO
Leavenworth, KS
793 Southern Hills Dr, Eureka, MO 63025 • (314)4353144
Work
Company:
Goldilocks solutions
Dec 2013
Position:
President
Education
Degree:
Doctor of Jurisprudence, Doctorates
School / High School:
University of Kansas School of Law
1984 to 1987
Specialities:
Business Law, Law
Skills
Estate Planning • Wealth Management • Retirement Planning • Public Speaking • Community Service • Long Distance Running • Volunteer Management • Retirement • Trusts • Wealth • Estate Tax Planning • Wills • Long Term Care • Management • Team Building • Customer Service • Coaching • Leadership • Strategic Planning • Sales • Small Business • New Business Development • Move Management • Organization Skills • Downsizing • Hoardings • Aging In Place • Senior Real Estate • Seniors • Marketing • Business Development • Professional Organizing • Homestaging • Hoarding
Goldilocks Solutions
President
Edward Jones 2003 - 2009
Principal
Mid American Bank & Trust Jun 2003 - Jul 2005
Senior Vice President
Edward Jones 2001 - 2005
Director, Trust Services
Intrust Bank Jul 1995 - Dec 1998
Senior Trust Officer
Education:
University of Kansas School of Law 1984 - 1987
Doctor of Jurisprudence, Doctorates, Business Law, Law
University of Saint Mary 1980 - 1984
Bachelors, Bachelor of Arts, English, History
Conrad High School 1976 - 1980
Skills:
Estate Planning Wealth Management Retirement Planning Public Speaking Community Service Long Distance Running Volunteer Management Retirement Trusts Wealth Estate Tax Planning Wills Long Term Care Management Team Building Customer Service Coaching Leadership Strategic Planning Sales Small Business New Business Development Move Management Organization Skills Downsizing Hoardings Aging In Place Senior Real Estate Seniors Marketing Business Development Professional Organizing Homestaging Hoarding