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History and Achievements

CEO’s Athletic Achievements

  • 1957 Chosen as Modesto Junior College Northern California Player of the Year
  • 1958 Member of USC Baseball NCAA Champions
  • 1959 Member of USC Baseball #1 Team in the Nation (selected by college coaches)
  • 1960 Elected Captain of USC Baseball Team
  • 1960 USC Baseball Team qualifies as NCAA Champions Runner Up
  • 1960 Elected President of Delta Chi Fraternity at USC*
  • 1960 Selected from USC to the college All-American Baseball Team
  • 1960 Elected to USC Skull & Dagger men’s honorary society
  • 1960 Signed with the Philadelphia Phillies
    • Assigned to Bakersfield Class C California League and batted .356
  • 1960-1970 Played Professional Baseball, spending 4 years in Major League Baseball with the Chicago White Sox, Houston Astros, Detroit Tigers, and Chicago Cubs
  • 1966 Batted .301 in Rookie Year with the Houston Astros
  • 1969 Caught Ken Holtzman’s “No Hitter” while playing for the Chicago Cubs
  • 2009 Inducted into Sportsman of Stanislaus County Hall of Fame
  • 2010 Inducted into Modesto Junior College Athletic Hall of Fame

Barrington Financial Advisors Company Achievements

  • (1980’s): Received Recognition & Appreciation from The Fort Bend, TX The Challenger Center for Space Science Education for the Charitable Fundraising Efforts Provided by William Heath
  • 1985: Appointed as Chairman of the Sweetwater Country Club Advisory Board
  • 1998, 1999, 2001: Selected Among 250 Best Financial Advisors in America by Worth Magazine *
  • 2003: Appointed to Board of Directors for Royal Oaks Country Club
  • 2007-2008: Selected as an Honoree Among “Who’s Who in America” by the Heritage Registry
  • 2011: Selected as 1 of the Top Financial Planners by the Consumer Research Council of America *
  • 2013 & 2015: Selected among Houston’s Top Wealth managers by Houston Business Journal *

CEO’s Academic & Personal Achievements

  • 1961: Earned a Bachelor of Science Degree from USC
  • 1981: Earned a Master of Business Administration in Post Graduate Degree from the University of Houston
  • 1982: Earned the Certified Financial Planner Designation
  • 1983: Awarded the Financial Writers Award for financial article written for the Institute of Certified Financial Planners Journal
  • 1983 Served on the Adjunct Faculty for the College of Financial Planning
  • 1984 Past President of Houston Society of the Institute of Certified Financial Planners
  • 1979 Earned Real Estate Broker’s License
  • 2008: Earned Real Estate Mortgage Servicers Designation
  • 2012: Appointed to University of Houston College of Pharmacy Dean’s Advisory Board

Affiliations

  • Greater Houston Partnership, Member
  • Jones Partner, Member
  • University of Houston Alumni Association, Member
  • Houston Astros Alumni Association
  • Major League Baseball Alumni Association
  • River Point Church member
  • Member of Dean’s Advisory Board University of Houston School of Pharmacy

* Typical Selection Criterion: candidates are asked to complete an extensive questionnaire detailing their credentials, professional distinctions, and compensation structures. The advisor under scrutiny must also submit a financial plan and a letter of recommendation from a client or a professional peer outside their firm. All this is reviewed from the client’s perspective.

Submissions are scoured for clarity, completeness, and attention to individual needs. Nominees are queried for their best ideas and recommendations, and it is expected that carefully reasoned and thoughtful responses are given. Firm questionnaires also ask the number of employees, number of clients, total Assets Under Management, years in business, bankruptcies, locations, criminal record and types of services provided and to whom. Fee structures are also disclosed. Next the nominee’s backgrounds are checked. RIA’s must send in their form ADVs, which describes the firms’ services and fee structures and the advisors’ qualifications. Verification is made of credentials and inquiries are made with industry associations, local courts, and the Lexis legal database.

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