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I'm proud to have served 20 years in the U.S. Army Infantry and Special Forces. At AAFMAA Wealth Management & Trust, our mission is to be the premier provider of financial planning, investment management, and trust services to the American Armed Forces community. How can we help you? Questions about transitioning? Retirement planning? Call 910-307-3500 or visit https://www.aafmaa.com/wealth.
Military Experiences
2009 - 2018
Retired Special Forces Officer
Continuing to serve!
o CFO of AAFMAA's Trust Company, providing wealth management services exclusively to the military community.
o President of the Special Forces Scholarship Fund. As of 2018, awarded over $1.3 million to 700+ SF Scholars.
2006 - 2009
Chief of Operations (CHOPS)
o Planned, coordinated, and monitored the global deployment of seven Special Forces Groups comprised of over 10,000 elite soldiers; sustained a high operational tempo while growing new units to meet increasing demand.
o Leveraged the assets of other Department of Defense organizations to fund and provide subject matter expertise to the command’s next-generation, advanced special operations training courses.
2005 - 2006
Chief
Planned training for Special Forces at both JRTC and the National Training Center (NTC) at Fort Irwin, California, improving the overall readiness of forces deploying to Iraq and Afghanistan.
2004 - 2005
Observer - Controller/Trainer (OC/T)
o Executed training for Special Forces at both JRTC and the National Training Center (NTC) at Fort Irwin, California, improving the overall readiness of forces deploying to Iraq and Afghanistan.
o Conducted analysis team visits to Iraq and Afghanistan, edited team observations on special operations and conventional force integration, and published findings through the Center for Army Lessons Learned.
Deployments
(1 year) 1995 - 1996
Operation Joint Endeavor
Deployed multiple times with the SOCCE to MND-N in Tuzla, and JCO Teams in Bihac and Livno.
1991
Operation Provide Comfort
Deployed as 2LT PL of A/3-325th ABCT. Promoted by LTC John Abizaid to 1LT in the field and assumed duties as XO. Redeployed the company to Italy.
Military Credentials
Professional Development Schools
Individual & Special Skill Schools
Certifications
0
Certified Trust and Financial Advisor
Security Clearance
None / Expired
Academic Degrees
Academic Degrees
1990 - 1992
Troy University, Higher Education
MPA