Focus Areas
- Charitable Gifting Strategies
- Entrepreneurial Services
- Estate and Gift Planning
- Estate & Trust
- Family Office Consulting
- Fiduciary Income Tax Planning
- High-Net-Worth Individuals
- Owner Managed Business
34
Years
Professional Experience
- B.S. in Accounting, High Point University
- Master’s Degree in Taxation, Fordham University
- American Institute of Certified Public Accountants (AICPA)
- North Carolina Association of Certified Public Accountants (NCACPA)
- Various Estate Planning Councils
- Greensboro Symphony
- Board of Visitors, High Point University