Dennis joined the Firm in 1990 and now serves as Treasurer. He received his BS in Business Administration from the University of South Carolina in 1980. He earned his Enrolled Agent (EA) designation in 1993 which enables him to practice and represent clients before the IRS. He also earned his Accredited Tax Advisor designation in 1996 to better serve his clients’ needs. He is a member of the SC Tax Council and served as Executive Director from 1993-2005. He is also a member of NATP and NSA.
With a desire to further the services we offer our clients, Dennis initiated the addition of financial services in 1994. As part of this process he also became a Licensed Insurance Agent in South Carolina and North Carolina. He served as the Charlotte Area Chapter Director for Avantax Investment ServicesSM from 2000-2010.
Dennis stepped out of an ownership role with the firm at the beginning of 2015 in order to focus completely on serving his clients without the added responsibility of managing the day-to-day operation of the firm..
PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS:
Enrolled Agent (1993)
Accredited Tax Advisor (1996)
Series 6, 62, 63 and 65 Securities Licenses
Insurance Licensed in SC, NC
Member National Society of Accountants
Member National Association of Tax Practitioners
Member SC Tax Council
BS in Business Administration, University of South Carolina, 1980