As a Certified Financial Planner (CFP®), John can offer a wide range of financial consulting in order to provide an overall strategy for financial independence and wealth management. When he practiced in Virginia he was voted a “Virginia Super CPA”, for personal financial planning, in 2002 and 2003. John has also qualified as a Certified Estate Planning Specialist.
John’s professional associations include membership in the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He has served on several boards for local organizations, including the American Red Cross, Mooresville-South Iredell Chamber of Commerce and as a member of the Mooresville Rotary Club.
John enjoys spending time on the lake and at Seabrook Island, SC with his wife Julie and their youthful Golden Retriever, Jake. John is an avid fisherman and a novice golfer; any time spent outside is a good time!
Nick enjoys advising local businesses in the areas of income tax minimization and the optimization of financial decisions. He also works closely with individual clients to tailor tax strategies that complement their financial long-term goals.
Nick’s professional associations include membership in the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Additionally, Nick is a member of the Mooresville Young Professionals, an extension of the Mooresville-South Iredell Chamber of Commerce, and the Lake Norman Professionals.
Nick enjoys playing golf and spending time with his wife Charlotte, their son Carter and black lab Joey.
As a member of the Chamber’s Professional Women’s Networking group, she enjoys meeting new people and learning about all the different women-run businesses in our area. Michele enjoys spending time with her husband Rich, her two dogs, and driving with the top down on sunny days in her red Camaro.
Lauren loves to travel and enjoys spending time with her significant other John and beagle puppy named Whiskey. She is also a member of the Mooresville Chamber’s Professional Women’s Networking group, where she enjoys networking with other professionals from our community.
Specializing in business valuation and litigation support services, Bill also holds the designation of Certified Valuation Analyst (CVA). A CVA appraises and values businesses for such reasons as mergers and acquisitions, estate planning, shareholder disputes and divorce matters. Over many years of valuation and litigation related engagements, Bill has qualified as an expert and testified in General District, Circuit, Federal and Federal Bankruptcy Courts.