I am a Strategic Advisor for Brown Advisory, an global independent investment management firm, where I serve as Co-Head of Strategic Advisory and Head of the Carolinas Office. In this role, I advise our clients on a wide-array of issues, including tax planning, estate planning, asset structuring and protection, generational transfers, and charitable giving. I have been a lawyer since 1985, and was previously the leader of the Trusts and Estates Practice Group at Ward and Smith, P.A., where I focused my practice on tax planning, estate planning, estate administration, asset protection planning, philanthropic planning and business succession planning. I am certified by the North Carolina St