Admitted
1987, Georgia and Ohio
Law School
Emory University, J.D., 1987
Law School Graduation Year
1987
College
Xavier University, B.S.B.A., magna cum laude, 1984
Memberships
Cincinnati (Chair, Employee Benefits Committee, 1995-1997; Member, Continuing Legal Education Advisory Committee, 1997-1998; Member, BLAC-CBA RoundTable, 1990-1994; Co-Chair, 9th Annual Cincinnati Employee Benefits Conference, 1996 ) and American (Member, Tax Section and Employee Benefits Committee) Bar Associations; State Bar of Georgia.
Biographical
Recipient, Georgia Bankers' Association, Award in Estate Planning, 1987. Author: Firms Not Providing Proper Retirement Training, Cincinnati Business Courier, 1996; Changes in Benefits Part of Trade Treaty, Cincinnati Business Courier, 1995. Contributing Author: Welfare Benefits Guide 1990-91; Issue I; Pensions in Perspective; 3rd Edition. Lecturer: Basics of Client Development and Client Relations, Cincinnati Bar Association, 1996, 1997, 1998, 2000; Employee Benefits Update, Cincinnati Chapter of OSCPA, 1998; Participant Education, WVXU, Simply Money, 1997, 1998; Current Retirement Plan Trends, WVXU, Simply Money, 1997; Tax Issues in Separation Agreements & Post-Employment Health Insurance & Other Benefits, Ohio CLE Institute, 1997; Conflicts in Employee Benefits Work, 10th Annual Cincinnati Employee Benefits Conference, 1997; Pension Simplification, Cincinnati Chamber of Commerce Tax Legislation Update Seminar, 1997; Pension Simplification & Health Care Legislation, Thompson Hine Seminar, 1996; Employee Benefits Update '96 - Recent Developments and Future Trends, Cincinnati Chapter of OSCPA, 1996; Participant Education and Plan Investments, WVXU, Simply Money, 1995; Retirement Plan Update, Thompson Hine and Society National Bank Seminar, 1995; 401(k) Plans - The Next Generation, Thompson Hine, WVXU and Financial Group, Ltd. Seminar, 1995; Introduction to Qualified Retirement Plans and Overview of ERISA Cincinnati/Dayton Chapter of International CEBS Society; 1994, 1996; Overview of Qualified and Non-Qualified Retirement Plans, Cincinnati Chapter of OSCPA, 1994, 1995; Maximizing Owner Benefits Through Qualified and Non-Qualified Retirement and Health Care Plans, Ohio CLE Institute, Summer Tax Institute, 1994; 1994 Employment Law and Employee Benefit Issues: A Checklist Approach to Compliance, Thompson Hine Seminar, 1994; What You Need to Know About Current Compliance Issues When Working With Qualified Plans and How to Design Alternate Plans to Maximize Your Client'