Estimated Net Worth
- $214 K - $1.1 M
Salary
- Unknown
Employment
- Started 01/20/2025
Departed Administration
- Yes
Current Title
- Founder and Principal
Current Employer
- White Flint Partners LLC
Records
- OGE Form 278t (02/14/2024)
- OGE Form 278e (02/07/2024)
- OGE Form 278t (01/13/2024)
- OGE Form 278t (11/22/2023)
- OGE Form 278t (08/21/2023)
- OGE Form 278e (05/13/2023)
- OGE Form 278t (10/10/2022)
- OGE Form 278t (06/05/2022)
- OGE Form 278e (05/13/2022)
- OGE Form 278t (12/29/2021)
- OGE Form 278e (05/12/2021)
- OGE Form 278t (03/10/2021)
- OGE Form 278t (06/19/2020)
- OGE Form 278e (10/10/2019)
- Resume
Financial Disclosure Details - OGE Form 278e (02/07/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Self IRA | |||
1.1 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Alphabet Inc Class A | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Johnson & Johnson | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Wal-Mart Inc | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Brandes International Equity Fund | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Invesco Steelpath MLP Select 40 Fund | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Vanguard Short Term Treasury Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Vanguard Energy Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Allspring Absolute Return Fund (WABIX) | $15,001 - $50,000 | 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 | Ingleside at King Farm | Salary | ||
2 | Roth IRA | |||
2.1 | American Funds Inflation Linked Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds US Government Money Market Fund Class A Shares (AFAXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Brandes International Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | First Eagle Gold Fund | $1,001 - $15,000 | None (or less than $201) | |
3.4 | First Eagle Overseas Fund Class I Shares (SGOIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia College Savings Plan/American Funds - Child 2 | cash distributions | $42,972 | |
1.1 | American Funds US Government Money Market Fund Class 529-A Shares (AAFXX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia College Savings Plan/American Funds - Child 3 | |||
2.1 | Inflation Linked Bond Fund - 529A | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Global Balanced Fund-529A | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Intermediate Bond Fund of America - 529A | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Funds US Government Money Market Fund Class 529-A Shares (AAFXX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Short-Term Bond Fund of America Class 529- A Shares (CAAFX) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #2 (cash) | $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 | Wells Fargo | $100,001 - $250,000 | 2013 | 20 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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