Education and Professional Affiliations
- Bachelor of Science in Accounting from Southern New Hampshire University
- CERTIFIED FINANCIAL PLANNER™, College for Financial Planning, Denver, Colorado
Licenses
- Securities: FINRA Series 7 & 66 Exams
- Insurance: Life, Accident and Health, Variable Life & Annuity
Community Affiliations
- Member of Rotary International and North Raleigh Rotary Club
- Past President of North Raleigh Rotary Club
Personal
- Married to Lesley J. Adams