Born Youngstown, Ohio, January 24, 1962; admitted to bar, 1988, North Carolina; 1989, U.S. Tax Court; 1993, South Carolina.
University of North Carolina (B.S., 1984); Wake Forest University (J.D., cum laude, 1987); Babcock Graduate School of Management (M.B.A., with distinction, 1988). Certified Public Accountant, North Carolina, 1989. Certified Management Accountant, North Carolina, 1992. Certified Financial Analyst, 1992.
Gaston County Bar Association, North Carolina Bar Association and American Bar Association (Member:, Section of Taxation); North Carolina Association of Certified Public Accountants (Foothills Chapter: President, 1990; Director, 1991-1994); American Institute of Certified Public Accounts; National Association of Accountants; Association for Investment Management and Research; Financial Analysis Federation; Graduate Facility of the University of North Carolina at Charlotte, Board Certified Specialists in Estate Planning and Probate Law, North Carolina State Board of Legal Specialization.
North Carolina - 1988
U.S. Tax Court - 1989
South Carolina - 1993
