Masters of Taxation, Virginia Commonwealth University
American Institute of Certified Public Accountants (AICPA)
Virginia Society of Certified Public Accountants (VSCPA)
Personal Financial Planning Section of AICPA
Richmond Estate Planning Council
Richmond Private Business Study Group
Registered Investment Advisor Representative, Series 65
Board Director, Goodwill Industries of Central Virginia, Inc.
Board Director and Treasurer, Bull Run Hunt, Inc.