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 – present, 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
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
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