Estimated Net Worth
- $310 K - $1.9 M
Salary
- Unknown
Employment
- Started 07/27/2023
Financial Disclosure Details - OGE Form 278e (09/20/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Geneva, New York | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Equitable (variable annuity) | |||
1.1.1 | Delaware Ivy VIP Asset Strategy Fund | $1,001 - $15,000 | None (or less than $201) | |
1.1.2 | EQ/Invesco International Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.3 | EQ/Amer Century Mid Cap Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.4 | EQ/Lazard Emerging Markets Equity Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.5 | EQ/Fidelity American Large Cap Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.6 | EQ/T.Rowe Price Growth Stock Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.7 | 1290 VT GAMCO Small Comp Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.1.8 | Delaware Ivy VIP Global Equity Income Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia Family Therapy | Salary and Bonus | ||
2 | IRA #1 | |||
2.1 | Equitable (Variable Annuity) | |||
2.1.1 | EQ/MFS Technology Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.1.2 | EQ/Lazard Emerging Markets Equity Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.1.3 | EQ/Growth Strategy Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.1.4 | VanEck VIP Global Resources Fund | $1,001 - $15,000 | None (or less than $201) | |
2.1.5 | Multimanager Aggressive Equity Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.1.6 | Delaware Ivy VIP Small Cap Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
2.1.7 | Invesco V.I. High Yield Fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Federal credit union #1 (cash account) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | U.S. Federal credit union #2 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Federal credit union #3 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
4 | MetLife (Life Insurance) (universal) | $1,001 - $15,000 | None (or less than $201) | |
5 | Brokerage Account #1 | |||
5.1 | First Trust Preferred Securities & Income ETF | $1,001 - $15,000 | $201 - $1,000 | |
5.2 | SPDR Dow Jones Industrial Average ETF Trust | $1,001 - $15,000 | $201 - $1,000 | |
5.3 | iShares US Financials ETF | $1,001 - $15,000 | $1,001 - $2,500 | |
5.4 | iShares US Home Construction ETF | $1,001 - $15,000 | None (or less than $201) | |
5.5 | iShares US Medical Devices ETF | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Ameris Bank | $250,001 - $500,000 | 2020 | 30 Years |
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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