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!
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.
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.