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

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

2010 Limits for Benefit Plans

Time To Update Retirement Plan Distribution Tax Notice

Do Your Benefit Plans Comply With the HEART Act?

Recognized in The Best Lawyers in America® (Employee Benefits), 2007 - 2012
AV® Rated, Martindale-Hubbell

North Carolina