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Professional Overview

Betty has more than 25 years of experience providing income tax planning, advisory and compliance services to high-net-worth individuals and families, corporate executives, business owners and their closely held businesses.  She works closely with our customers to implement estate and gift tax planning and income tax strategies designed to minimize their overall tax liability and to address their evolving needs in the ever-changing legislative environment.

Education, Credentials and Special Training

• Certified Public Accountant in South Carolina
• B.S., Business Administration and Accounting, Indiana University

Professional Affiliations

• American Institute of Certified Public Accountants
• Former member, Estate Planning Council of Richmond, Virginia
• Former member, Charlotte Estate Planning Council

Civic and Community Activities

• Indigo Choral Society
• Former member, Roanoke Symphony Chorus
• Former board member and volunteer, Big Brothers Big Sister of Fort Wayne
• Former board member and treasurer, Roanoke City Schools Education Foundation
• Former finance committee member, Total Action for Progress (Roanoke, VA)