Our Corporate
Leadership Team
The Great Wealth Transfer as Reported By CNBC, Forbes Magazine, The New York Times, U.S. Bank, and Other Respected Sources.
Beyond finances, we bring wellness to the marketplace by empowering families and businesses with peace of mind. At WTA, you are not just a “dollar sign”—you are a VIP, treated with the care, respect, and personalized attention you deserve. Please feel free to explore the site, then let us know how we can be of best service to you.
Our Collaborative Ecosystem
Estate Planning Software
Your Life – Your Legacy
A Golden Opportunity
Your Golden Ticket to Wealth, While Making a Huge Impact!
Corporate Employee Benefits
Payroll Tax Initiative
Powerful Reasons to Join
Wealth Transfer Alliance
FUN FACT:
Former division 1 track & field scholarship athlete.
Privileged to have coached 2 gold medal Olympians.
EDUCATIONAL BACKGROUND:
University of Maryland, Bachelor of Science in Economics.
Howard University, Department of Business Administration.
PROFESSIONAL BACKGROUND:
Held Many Essential Executive Positions
Prior Economic Advisor-USAID Contracts.
Assistant Managing Director LBMC Inc.
Founded a Financial Services Firm 2003.
Teaches Tax Free Strategies Nationally.
Enjoys Coaching Track & Field Athletes.
FUN FACT:
Advised… “Instead of a PhD, to Get a Ph DO!” His professors encouraged him to launch WTA because of its timely, mission-driven products.
EDUCATIONAL BACKGROUND:
Western Gov. Univ., Master in Leadership & Management.
Liberty University & Seminary, Master of Arts in Theology.
Hampton University, Bachelor in Science, Registered Nurse.
John Tyler Community College, Associate Applied Science.
Capella University, Post Graduate Certificate in Counseling.
Temple University, Certificate in Adult Lifestyle Coaching.
National Institutes of Health, Clinical Pastoral Education.
PROFESSIONAL BACKGROUND:
U.S. Army (ret.) Chief Nurse – 22 years.
C-Suite Corporate and Sales Executive.
Master Distributor and Advisory Board.
Founded His Own Financial Firm 2005.
Partner Company Acquired by Allstate.
Enjoys being a Professor & Chaplaincy.