EDUCATION

• Graduated Crete-Monee High School Crete, IL 1968
  
• Graduated Northern Illinois University 1972 (B.S. - Accounting)
  
• Certified Public Accountant - 1976
  
• Personal Financial Specialist - 1985

EMPLOYMENT SUMMARY

• First American Realty - Chicago, IL 1972-1973
  
• Robert Worley & Co., CPAs Phoenix, AZ 1973-1980
  
  Colorado Springs, CO
  
• Gustafson, Crandall, Sanden & Duncan, CPAs 1980 - 1984
  
• Sanden, Shambo & Anderson, CPAs 1984 - 1999
  
• Lifetime Planning Concepts, P.C. 1995 - Present

PROFESSIONAL ASSOCIATIONS/DESIGNATIONS

• Arizona Society of Certified Public Accountants 1977 - Present
  
• Colorado Society of Certified Public Accountants 1980 - Present
  
• American Institute of Certified Public Accountants 1977 - Present
  
• Personal Financial Specialist Designation Awarded "With Distinction" - 1985

OTHER ORGANIZATIONS AND AFFILIATIONS

Colorado Society of Certified Public Accountants

• Board of Directors 1988 - 1992
  
• Vice President 1991 - 1992
  
• Personal Financial Planning Committee Chairman 1984 - 1986
  
• National Accreditation Board of CPA Specialties - Vice Chairman 1987
  
• Public Issues Assessment Committee 1990 - 1991

  American Institute of Certified Public Accountants

• Personal Financial Planning Division Executive Committee 1990 - 1996
  
• Personal Financial Planning Executive Committee Chairman 1994 - 1995
  
• Specialization Accreditation Board 1986 - 1987
  
• Personal Financial Specialist Exam Subcommittee Chairman 1986 - 1991
  
• Personal Financial Specialist Subcommittee 1996 - 1999
  
• Annual AICPA PFP Technical Conference Chair 1999 - 2000

  Association of CPA Financial Planners, Inc.

• President 2003 - Present

  Colorado Springs Estate Planning Council

• Member 1986 - Present
  
• Treasurer 1990

SPECIAL RECOGNITIONS