- Masters in Business Administration (MBA), University of California, Los Angeles CA, 1970
- Bachelors of Science, United States Air Force Academy, 1969
- Twenty Year Veteran of the US Air Force – living and traveling throughout Europe and the Far East for nine years. Extensive exposure to United Kingdom and European Decorative Arts.
- Fifteen Years in the Airline Industry – traveling throughout the United States, Central and South America.
- Brunk Auctions Appraisal Seminar, Asheville NC, May 12-13, 2011. Seminar focusing on American Furniture, Silver, Fabric & Fibers, Art, Oriental Rugs, Early American Clocks, Chinese Porcelains, and Chinese Jade.
- Assets 2011, International Society of Appraisers Annual Conference, Nashville TN, February 2011
- Museum of Early Southern Decorative Arts Furniture Seminar, “Mechanics, Masters, Builders, & Businessmen” Two day seminar on Making Furniture in the Early South, MESDA, February 2010.
- Everything Georgia, A two-day Symposium on the Griffin Collection of Fine and Decorative Arts of Georgia, Asheville, NC, May 2009.
- Exploring Waldseemuller’s World, A two-day International Symposium on Cartography in the Age of Discovery held by the Geography and Map Division of the Library of Congress, Washington DC, May 2009.
- Assets 2009, International Society of Appraisers Annual Conference, Charleston SC, March 2009
- Uniform Standards of Professional Appraisal Practice (USPAP) – Successfully completed the 15-hour course and examination on USPAP, the Congressionally-recognized set of appraisal standards promulgated by The Appraisal Foundation. Completed February 2009 – Effective through February 2014.
- Assets 2008, International Society of Appraisers Annual Conference, Baltimore MD, April 2008
- 40th Tryon Palace Decorative Arts Symposium, March 2008, “Borrowed, Invented & Stolen”.
- Museum of Early Southern Decorative Arts Furniture Seminar, February 2008. “The Finishing Touch” Two day seminar on Understanding Period Furniture Finishes.
- International Society of Appraisers Annual Conference, Ft Worth TX, April 2007
- ISA Antiques and Residential Contents Course, 5 day intensive course with comprehensive exam, 2007
- The Men Behind the Maps, Lecture by Mr. Philip Burden author of The Mapping of North America I & II, Meredith College, Raleigh NC, 2007
- Understanding Furniture Surfaces: Change over time, Winterthur, DE October 2006
- Scottish Furniture with Dr. David Jones, University of St. Andrews, St. Andrews, Scotland, August 2006.
- Northern Ceramic Society’s Summer School – “Looking at the Evidence”, University of Chester, Chester, England, August 2006.
- The Third Henry D. Green Symposium on the Decorative Arts, University of Georgia, Athens GA, February 2006
- Rogue River Studios School of Fine Woodworking – Course in the construction and finishing of Shaker Style furniture 2005.
- 18th Annual Arts & Crafts Conference, Grove Park Inn, Asheville, NC February 2005
- Pacific Coast Ceramics Seminar, three day seminar by The Northern Ceramic Society with Geoffrey Godden, September 2003
- Museum of Early Southern Decorative Arts Furniture Seminar, February 2003. “All the Branches of the Trade.” Seminar looked at a variety of aspects of 18th century cabinetmaking, including design and layout, design sources, regional style, and furniture finishes. Participants closely studied examples of Charleston furniture in the MESDA collection.
- Henry D. Green Symposium of the Decorative Arts, February 2003. University of Georgia, Athens.
- Museum of Early Southern Decorative Arts Furniture Seminar The Subject is: Case Study Examining form, style, construction, reproduction, and conservation of case furniture (i.e. boxes of all sorts – desks, chests, drawers, cabinets, etc.) February 2002
- “Every native mechanical genius” Furniture of the Southern Back Country Museum of Early Southern Decorative Arts (MESDA), Winston-Salem, North Carolina
- The International Ceramics Fair, London
- Grosvenor House Art and Antiques Fair, London
- Olympia Art and Antiques Fair, London
- The Art of Wood Inlay (plus)…Museum of Early Southern Decorative Arts (MESDA), Winston-Salem, North Carolina
- High Museum of Art, “The art of Turned Wood” an evening with Sam Maloof and Ed Moulthrup 1998
- Museum of Early Southern Decorative Arts, 1998 Gordon Conference, New Research In Southern Decorative Arts & Material Culture
- Antiques & Art Conference, Atlanta GA
- The Alexandria Forum, “Southern Furniture Rediscovered”
- The Art & Mystery of TURNED FURNITURE. MESDA Furniture Seminar Museum of Early Southern Decorative Arts (MESDA), Winston-Salem, North Carolina
- Museum of Early Southern Decorative Arts (MESDA), Winston-Salem, NC Furniture Seminar The Subject: Wood – The material itself, and the history of its use in Southern and British furniture. February 1997
- American Association of Appraisers Personal Property Conference: Regional Aspects of Furniture and Decorative Arts of Charleston, South Carolina
- Appraisals, Brokering & Consultations
- Antiques & Art Conference ‘97, Atlanta, Georgia. Twenty international experts presented lectures on a wide variety of decorative arts topics. Responsible Marketing, Logistics, & Technical Support.
- Appraiser, “Appraisal Fest” for GMR Marketing & Phillip Morris Inc.
- International Society of Appraisers – Accredited Member 2007-2012
- Association of Online Appraisers – Accredited Member
- Museum of Early Southern Decorative Arts (MESDA)
- The Cape Fear Museum
- Louise Wells Cameron Art Museum
- The Northern Ceramic Society
- Friends of the Battleship North Carolina