Consulting

Schweser, La Cross WI, 2006.

North Carolina Organist Guild, 2006

TypeWorks, Director and PeopleWorks - Co-Director; specializing in conflicts management/team building organization utilizing the Myers-Briggs Type Indicator as well as learning styles workshops for area secondary and post-secondary teachers.

Professionally Registered Parliamentarian - Certified a registered (1992) and professionally (1999) registered parliamentarian offering work for conventions and businesses in conducting effective meetings.

Community Awards

Ohio Outstanding Young Educator Award. Ohio Jaycees, March 1999

Dean's Merit Award, University of Toledo, College of Business Administration, Toledo OH, 1998.

Outstanding Young Educator Award, Twenty Under 40, Toledo OH, 1998

Twenty Under 40. Sponsored by the Toledo Jaycees, Arthur Anderson Smith Barney, and the Toledo Business Journal, Toledo OH, 1998

Service to Public & Private Organizations

CFA Society of Pittsburgh, 2007-

Northwest Society of Financial Services Professionals, 2006-, Member, Board of Directors

Erie Day School, Finance Committee, 2006-

College of Business, Kaplan University, La Cross WI, 2005-2006

Bethany Lutheran Homes, La Crosse, WI, 2000-2006
	President, 2003-2005
	President-Elect and Treasurer, 2000-2003
	Chairman of the Fund Development Committee, 2000-2006

Habitat for Humanity, La Crosse, WI, 2000-2006
	President, 2002-2004
	Secretary, 2000-2002

Twin Cities Society of Financial Analysts, 2004-2006, Guest speaker, 2003, 2004

Financial Analyst Society of Toledo (FAST) - 1994-1999
	Education Chair, 1998-1999
	President, 1997-1998
	Secretary, 1996-1997

Black Swamp Investors, 1996-1999
	Presiding Officer, 1996-1997

Friendly Center – 1995-1999
	President, 1998, 1999
	Vice President and Finance Committee Chairman 1997
	Finance Committee Co-Chairman, 1995-1996
	United Way Representative, 1995

Leadership Toledo, 1998-1999

Paraclete, 1998-1999

National Association of Parliamentarians:
	Wisconsin Association of Parliamentarians, 1999-2006
		District IV Convention Treasurer, 2005
		State Treasurer, 2001-2003

Ohio Association of Parliamentarians, 1989-1999
		Maumee Valley Unit of Parliamentarians, 1994-1999
		Greater Cincinnati Unit of Parliamentarians, 1989-1994; President, 1992-1994

La Crosse Area Genealogical Association, 1999-
	Secretary, 2000-2006

Greater La Crosse Area Astronomy Club, 1999-2006

Association of Psychological Type, 2000-2006, Treasurer, 2003-2006

Leadership Toledo - 1996-1997 Class - An organization dedicated to educating future leaders of Toledo on all facets of Toledo community life fostering community involvement. Received a scholarship to cover partial tuition, remainder from other sources. One of forty selected.

WJYM Weekly Radio Program:
	Heavenly Fortunes , 1998
	Friendship Fundamentals , 1995 - 1999

Toledo City Paper, Common Cents - monthly column

Other Scholarly Activities

Reviewer, Quarterly Journal of Business and Economics
Reviewer, Financial Practice and Education
Reviewer, Journal of Economics and Finance
Reviewer, Mid-American Journal of Business
Reviewer, Family Business Review
Reviewer, International Review of Economic and Finance
Reviewer, Financial Services Review
Reviewer, Managerial and Decision Economics
Reviewer, Harper-Collins Publishing Company
Reviewer, Irwin Publishing Company
Reviewer, Prentice-Hall Publishing Company