·
BBA, MBA -
Tulane University, New Orleans,
LA (1960)
·
Pilot/Instructor,
USAF (1961-67)
F-100
Pilot/Instructor, two Vietnam combat tours (200 combat missions), significant
Far East travel (Vietnam, Japan, Thailand, Korea, Hong Kong)
·
Corporate
Finance Department Associate, Kohlmeyer & Co. (NYSE firm), New Orleans, LA (1968-71)
Mergers/acquisitions,
public stock offerings, venture capital/private placement financing, business
plan creation/review
·
Business
Manager, The Orme School (private
secondary school), Mayer, AZ; (1971-78)
Responsible
for maintenance, food service, major
construction projects (health center, library, faculty homes, gymnasium,
dormitories), accounting/audit, gift fund management and endowment investment
·
President,
Scotlyn Management Co., Tempe,
AZ (1979-1982)
Mergers
and acquisitions, venture capital financing, corporate finance consulting,
business plans
·
President,
Distribution Architects International, Tempe, AZ (1983-1990)
High
end proprietary wholesale distribution software (typical clients were networked
warehouses of large international companies); company grew from one office in
Tempe with 15 employees and $2.0 million sales to worldwide operation with 150
employees, $15.0 million sales, and offices across the U.S., Canada, England,
and Ireland; profitable every year (per audit); significant travel throughout
the U.S., Canada, and Europe
·
Business
Consultant (Frank A. Roberts) and Financial Advisor/CFP (American Express
Financial Advisors and Raymond James Financial Services)
Phoenix,
AZ (1991-present); corporate finance and personal financial consulting relating
to wealth accumulation, tax strategies, retirement, estate planning, and
business plans.
Background
·
Member of The Orme
School's Board of Trustees since 1986; chaired the board's Finance Committee
from 1986 through 1990;
Chairman of Orme's Board of Trustees since 1991
·
Immediate
family consists of my wife and
two children.
·
Outside
interests include running
(occasional marathon), camping, hunting, and significant involvement as
trustee/chairman of The Orme School
·
Born in Lake Charles, LA; parents and grandparents were
"pioneer" families in the Southwest Louisiana area