I’m a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®). I’ve provided integrated accounting and financial planning services in the Charlotte area for about 30 years. I work with individuals, families, and business owners on tax, retirement, insurance and investment planning. I hold a Certified in Financial Forensics (CFF®) credential and I am called frequently to assist in complex financial matters and legal cases—analyzing large and complex bodies of data to extract critical information.
Are you still awake? I’m also a...
I am involved in these organizations:
A significant part of my success has been Donna, my high school sweetheart, who’s put up with me for 4 decades. Beyond that, it’s cultivating and maintaining lasting relationships with my clients, over a thirty-year period, by putting them first. Engagement aimed at understanding their life goals, financial needs, and tax picture, in an integrated way - has always been core to my philosophy. It’s also a great deal of intellect. Let me explain:
It’s not that I’m extra smart or anything - a large part of it is an accounting technology stack which utilizes cloud-based platforms for reporting, planning, forecasting and analytics. It assists tech entrepreneurs and start-ups to create what I call, ‘an enlightened digital enterprise.’ This fundamental concept helps an owner to create value in in their business, make better decisions, and ultimately spend less time and money on activities that don’t advance the company. And the best part is my clients rarely read this far into my bio, so the whole time they think it was me that came up with all these brilliant ideas.
I’m also an active member of the North Carolina Association of Certified Public Accountants (NCACPA), the National Association of Tax Practitioners (NATP), and the American Institute of Certified Public Accountants (AICPA) with membership in the Forensic & Valuation Services Section and the Personal Financial Planning Services Section. I hold Securities 7 – General Securities Representative and Series 66 – NASAA-Uniform Combined State Law Exam licenses in addition to Life, Health & Disability Insurance Licenses in the state of North Carolina. I attended the University of Louisville and University of Kentucky and graduated with a B.S. in Accounting. As a personal triumph, I even became an Ironman level Tri-Athlete a few years ago. Seriously, I had to swim 2.4 miles, bike 112 miles, and run a marathon. It took 15 hours, but I made a lot of friends along the way!
I thoroughly enjoy meeting people in the community and helping to answer questions about their financial future. Please feel free to reach out anytime. I look forward to meeting you.