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Areas of
Practice
Employee Benefits, ERISA
Education
J.D., University of North Carolina,
1989
B.S., Louisiana Tech University,
Magna Cum Laude,
1983
Representative Experience
Designed and documented retirement plans
Provided administrative advice on retirement
plans
Represented clients before Internal Revenue
Service and Department of Labor
Designed and documented executive
compensation plans
Provided administrative advice on welfare
plans
Assisted on employee benefit due diligence,
negotiation, and planning in the context of mergers and acquisitions
Professional/Community Activities
Charlotte Pension Forum
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Program Co-Chair, 1998-1999
- Board of Directors, 1999 - 2000
Certified Employee Benefits Specialist Instructor, 1995
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