Member Spotlights: Celebrating 40 Years of Exceptional Advisors

What is something not many people know about you?

When my two boys were 4 and 7 years, they transformed their interest in roller blading to ice hockey. Since we lived in San Antonio, there were more kids than coaches. So, I came out of the stands and learned to ice skate and go through the coaching certification. I also helped form and oversee the San Antonio Ice Hockey Association. It still exists today and has allowed many children to compete nationally and Canada.

How has the Institute shaped your career over the years?

Tremendously! As mentioned, it gave me credibility and in turn, added team expertise in the delivery of the full suite of investment consulting services to retirement/employee benefit plans, along with endowments and foundations. Our group rose to one of the most successful teams in the industry, as well as fulfilling client needs to cover disbursements.

What is the best vacation you've taken?

So far, the most rewarding has been anywhere with all our adult children and grandchildren together.

As the Institute celebrates 40 years, what are your hopes for its future?

My hope for the Institute and the certifications offered continues to be a prized accomplishment that allows its holders to stand out in the industry and be seen as the ethical standard bearer to all.

Can you share one of your favorite memories from an Institute event or program?

There are many, but the most endearing was the week-long immersion course at Wharton studying for the CIMA test with my colleagues at Prudential Securities, especially Fred Wiess. It was such a privilege to be welcomed by many of the founders of the organization at my first IMCA meeting. I grew up in a blue-collar household that lived paycheck to paycheck. I didn't know people had savings until college so to be in the same organization with industry titans was a high honor.