Focus Areas
- Structuring Real Estate Joint Ventures & Transactions
- Developing Tax-Efficient Strategies
- Estate & Trust
- High-Net-Worth Individuals
- Pass-Thru Entities
- Wealth Management
30
Years
Professional Experience
- B.B.A. in Accounting, James Madison University
- American Institute of Certified Public Accountants (AICPA)
- Virginia Society of Certified Public Accountants (VSCPA)
- Past Treasurer, Portsmouth Community Foundation
- Central Business District Association of Virginia Beach
- Past Member, Board of Trustees for Nansemond Suffolk Academy
- Past President, Hampton Roads Estate Planning Council
- Board of Advisors, College of Business at James Madison University