Age: 43.Where born: Elkins, W.V.

Family: Wife Becky, married 19 years, and son Seth, age 7.

Education: West Virginia University and Westminster College. Certified financial planner.

Primary products: Financial planning, securities, tax and business services, qualified retirement plans, mutual funds, certificates, annuities, life, disability, medical and long-term care insurance and lending products.

Primary markets: Small business, retirees, pre-retired, accumulator markets throughout Utah and eastern Nevada.

Number of employees and financial planners: 65.

Utah and Nevada clients: 9,528.

Assets owned or managed by IDS nationally: $97.25 billion.


First "real" job: Scrubbing floors in restaurant.

Management style: Be the change you want to create.

Strategy for success: None of us is as smart as all of us.

A memorable failure: Being fired as the police reporter for a daily newspaper.

Heroes: People who do the impossible including my two grandmothers who without husbands, successfully raised a total of 14 children during the Great Depression.

Leisure time and hobbies: Time with family, travel and working for Hilltop United Methodist Church.

Favorite book and movie: "Oh the Places You'll Go," by Dr. Seuss. "Stand and Deliver."