Clients

Tennessee Bankers Association
Nashville, TN
1994 - Present
Program(s):
  • Trust Services
  • Sales In Financial Services
  • Ethics
American Bankers Association
Washington, DC
2003 - Present
Program(s):
  • National Trust School
  • National Graduate Trust School
  • In-Bank Training Programs
Pacific Coast Banking School
Seattle, WA
2006 - Present
Program(s):
  • Estate Planning and Asset Protection (elective)
  • Practical Financial Planning (elective)
  • Ethics
Equitable Trust
Nashville, TN
2000 - 2020
Program(s):
  • Newsletter
  • Ethics (CLE accredited)
Investors Trust
Chapel Hill, NC
2010 - 2019
Program(s):
  • Newsletter
Member Business Solutions (MBS, now Lucro)
Tallahassee, FL
2018
Program(s):
  • Ethics
OnPoint Community Credit Union
Portland, OR
2018
Program(s):
  • Wealth Management and Asset Protection
Civic Bank & Trust
Nashville, TN
2016
Program(s):
  • Sales
  • Customer Service
The Bank of Waynesboro
Waynesboro, TN
2016
Program(s):
  • Sales and Customer Service
Arkansas Bankers Association
AR
2010, 2015
Program(s):
  • Ethics
  • New Development in Wealth Management
Arvest Bank
Bentonville, AR
2015
Program(s):
  • Ethics
Admirals Bank
Providence, RI
2013 - 2015
Program(s):
  • Estate Planning (Customized for Onboarding New Hires)

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