I bring over 35 years of experience to the table, serving both public and privately held companies across the manufacturing, distribution, retail, and real estate industries. Throughout my career, I have developed a strong focus on working with high-net-worth individuals and families, providing them with the specialized attention and expertise they require.

As one of the founding partners of Smith Leonard and the firm’s Managing Partner, I hold an NC CPA License (#18992) and possess CPA/PFS (Personal Financial Specialist) designations, as well as being a Certified Estate and Trust Specialist (CES). My role involves offering comprehensive tax planning and financial planning services, always with an eye toward helping my clients achieve their personal goals and objectives while maximizing their after-tax wealth.

I am passionate about guiding clients through the complexities of financial planning and tax strategy, ensuring they are well-equipped to make informed decisions that align with their long-term aspirations. My dedication to my clients and my profession drives me to continually expand my knowledge and expertise, enabling me to provide the highest level of service and insight.