Education and Professional Affiliations
- Bachelor of Science in Accounting from the University of Florida
- Master’s Degree in Accounting from the University of Florida
- CERTIFIED FINANCIAL PLANNER™
- AICPA Personal Financial Specialist
Licenses
- Securities: FINRA Series 7 and 66 Exams
- Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care
Community Affiliations
- Treasurer of Wake County Estate Planning Council
- Member of the Raleigh Chamber of Commerce, Leadership Raleigh 16
- Former Treasurer of Raleigh Kiwanis Club
- Former Treasurer & Director of Wake Tech Foundation
- Former President & Treasurer of the University of Florida Alumni Association, Triangle Chapter
- Former President of Raleigh Little Theatre
- Former Treasurer of the Brumitt Foundation for Gastric Acid & Esophageal Cancer Research
- Former Treasurer and Director of Raleigh Jaycees
- Former YMCA basketball coach