Meet the Team

I hold a BS in Accounting from the University of West Florida and completed master’s‑level accounting coursework. I am a Certified Financial Planner® and a Certified Divorce Financial Analyst™. I’ve worked on 100+ collaborative law cases with family law attorneys across Mecklenburg, Union, Cabarrus, Lincoln, Iredell, and Gaston counties.

• Prepare financial and equitable-distribution affidavits from source documents
• Create marital-asset spreadsheet and value/divide property; identify separate, marital, divisible assets; analyze double-dipping
• Calculate imputed income, grossed-up (pre-2019) alimony, after-tax income, ability to pay, and child support (guideline or non-guideline)
• Draft document requests and prepare text/speaking affidavits
• Prepare/review taxes; estimate and tax-effect retirement/pension values
• Analyze restricted stock, options, deferred compensation, other pay types; match pay-period events to support payments; compare income vs. expenses; advise on selling marital residence

Forensic DRS:
• Cash-flow analysis (pre/post-tax); track/trace transactions/assets; detect hidden income or fraud; compare lifestyle to reported income