PDF 
NC #14035
Partner
Areas of Experience
- Accounting and Auditing for small businesses, governmental entities, school systems, nonprofit entities, employee benefit plans, and common interest realty association
- Financial Planning
- Taxation
- Business consulting for small businesses, including profit improvement, team management, financial planning, Customer Advisory Boards
- Financial statement preparation and analysis
Education
- NC State University
- NASD Series 7 and 66 Licenses
- Life Insurance and Long-term Care license