Professional Affiliations


American Institute of Certified Public Accountants

The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants.

CFA Institute
Administers the CFA and CIPM programs, promotes the highest ethical standards and offers a range of educational opportunities.

Estate Planning Council of Richmond Virginia
Founded in 1948, the purpose of the Council is to promote the interests of the general public by developing cooperation among various disciplines involved in the estate planning process. 

Financial Planning Association
A leadership and advocacy organization for those who provide, support and benefit from financial planning.

Institute for Private Investors
Provides innovative educational and networking resources to financial advisors and to families with substantial assets.

NAPFA
The nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

South Carolina State Bar
Programs and services designed to advance justice, professionalism and understanding of the law.

Virginia State Bar
An administrative agency of the Supreme Court of Virginia, unifying Virginia's lawyers in a mandatory State Bar.

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