I am a Senior Tax Manager in the Cary office and have been working with DHW for over 20 years. I am a 1992 Cum Laude graduate of Lenoir-Rhyne University. I work extensively in the areas of Estate, Trust and Gift taxation. During my career at DHW, I have gained experience in tax matters regarding family offices, closely-held businesses, non-profit organizations, individual tax and partnership tax.
I have served as Treasurer for several Non-profit agencies in Catawba County, including the Humane Society of Catawba County, Rape Crisis Center, and Catawba County Council on Adolescents. In Cary, I currently serve on the board of the Cary Community Foundation. I am a member of the Cary Women's Giving Network and am a charter member of a charitable organization, SamariTens, started by friends and co-workers in 2007 in Hickory.
I am a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, the Wake County Estate Planning Council and of HART, NC, a Senior-Industry networking organization in Wake County.
North Carolina Licensure Number: 23083