Estimated Net Worth
- $245 K - $1.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (07/13/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | West Virginia Department of Education | Charleston, West Virginia | State Coordiantor for Career and Technical Education | 4/2021 |
2 | Southern West Virginia Community and Technical College | Logan, West Virginia | College Dean of Professional and Technical Studies | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TIAA West Virginia Higher Education Policy Commission Qualified 401(a) | |||
1.1 | Schwab International Index Fund (SWISX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | QREARX TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
1.3 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
1.4 | TIAA-CREF S&P 500 Index Fund Institutional Class Shares (TISPX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | West Virginia Department of Education 457B Plan managed by Empower | |||
2.1 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | WVGIF Guaranteed Interest Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | West Virginia Public Employees State Police Plan A | Charleston, West Virginia | I will continue to participate in this defined benefit plan | 9/2019 |
2 | West Virginia Department of Education 457B Plan managed by Empower | Charleston , West Virginia | I will continue to participate in this defined contribution plan. The sponsor no longer makes contributions to this plan. | 9/2019 |
3 | TIAA West Virginia Higher Education Policy Commission Qualified 401(a) | Charleston, West Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2021 |
4 | TIAA West Virginia Higher Education Policy Commission 457B Plan | Charleston, West Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | West Virginia Deptartment of Education | Charleston, West Virginia | My duties at the department of education were that of an educational state coordinator with the focus upon career and technical education in secondary schools. More precise the studies relating public safety, transportation, and government. |
2 | Southern West Virginia Community and Technical College | Logan, West Virginia | My duties are that of the College Dean regarding professional and technical studies. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
3 | Brokerage Account | |||
3.1 | AAM BAHL & GAYLOR Income Growth Fund (AFNIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American Funds Global Insight Fund Class F- 2 Shares (AGVGX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Janus Henderson Forty Fund Class I Shares (JCAPX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | MFS Value Fund Class I Shares (MEIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Shenkman Capital Short Duration High Income Fund Class F Shares (SCFFX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Western Asset Core Plus Bond Fund Class I Shares (WACPX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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