University of North Carolina, JD, 1987, cum laude

Davidson College, AB, 1983, magna cum laude

Phi Beta Kappa

North Carolina Bar Association
Mecklenburg County Bar Association
Charlotte Benefits Forum, Past-president
Southern Employee Benefits Conference
Children and Family Services Center, President, 2009 – present, Vice-President, 2007 – 2009, Board of Directors, 2005 – present
Community Health Services, Chairman, 2003 – 2005, Board of Directors, 1997 – 2007
Catawba Lands Conservancy, Board of Directors, 2001 – 2003
Friendship Trays Volunteer, 1988 – present

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

New Guidance on 403(b) Plan Terminations

Health Care Reform: Considering Changes to Your Health Plan

Offering Benefits to Employees - When Benefits are Subject to ERISA & What that Means

IRS Provides Correction Program for Code Section 409A Document Violations – and One Last Chance to Avoid 409A Income Inclusion and Penalties

Intranet Posting of Form 5500 Information Required for Defined Benefit Plans

Recognized in The Best Lawyers in America® (Employee Benefits), 2007 - 2013
AV® Rated, Martindale-Hubbell

North Carolina