University of North Carolina, JD, 1987, cum laude
Davidson College, AB, 1983, magna cum laude
Phi Beta Kappa
North Carolina Bar AssociationMecklenburg County Bar AssociationCharlotte Benefits Forum, Past-presidentSouthern Employee Benefits ConferenceChildren and Family Services Center, President, 2009 – 2011, Vice-President, 2007 – 2009, Board of Directors, 2005 – present Community Health Services, Chairman, 2003 – 2005, Board of Directors, 1997 – 2007Catawba Lands Conservancy, Board of Directors, 2001 – 2003 Friendship Trays Volunteer, 1988 – present
2014 Limits for Benefit Plans
Scripts November 2013
New Wellness Program Rules for 2014
Employer Responsibility – Will You Pay or Play? Part II
Health Care Reform Employer Mandate Delayed; DOMA Struck Down - What Now For Employers?
2013 Limits for Benefit Plans
IRS Provides Implementation Details for $2,500 Health FSA Limit – Is "Use It or Lose It" on the Way Out?
Recent Case Emphasizes Importance of Fiduciary Decision-Making Process
Cash Out of Paid Time Off May Be Tax Trap
Now’s the Time for Plan Sponsors to Prepare for Implementation of New DOL Fee Disclosure Regulations – Part II, Participant Fee Disclosure
Recognized in The Best Lawyers in America® (Employee Benefits), 2007 - 2014 AV® Rated, Martindale-Hubbell
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