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Practice areas


  1. Estate Planning: 50%
    21 years
  2. Business: 25%
    21 years
  3. Financial Markets and Services: 15%
    21 years
  4. Employment & Labor: 5%
    16 years
  5. Other: 5%
  6. More 

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Contact info

150 Fayetteville St # 700
Raleigh, NC, 27601-2919


WIGood Standing199403/20/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Work experience
TitleCompany nameDuration
Sr. Regional Financial PlannerWachovia Wealth Management2007 - Present
Sr. Vice PresidentJacobus Wealth Management, Inc.1997 - 2007
Association namePosition nameDuration
North Carolina Association of CPAsMember2007 - Present
Wisconsin Association of CPAsMember2003 - 2007
School nameMajorDegreeGraduated
Marquette University Law SchoolLawJD - Juris Doctor1994
University of Wisconsin, PlattevilleAccounting & Business AdministrationBS - Bachelor of Science1988
Speaking engagements
Conference nameTitleDate
Family DynamicsAging, Disability and Death2009
Accounting for NonProfitsAccounting, Internal Controls and Fraud2009
Strategic Positioning for Business OwnersPlanning for Business Owners2008
Like Kind ExchangesReal Property Exchanges2008