- Assists US and Non-US citizens in the areas of international estate and tax planning
- Former Head of Planning for a national wealth advisory firm
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- Society of Financial Service Professionals
- Financial Planning Association (North Alabama Chapter)
- Trust and Estate Practitioner, Society of Trust & Estate Practitioners
- Certified Financial Planner®
- Family Firm Institute
- Former Adjunct Professor, University of Alabama School of Law, LL.M in Taxation program
- Former Instructor, American Institute of Certified Public Accountants
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- American Bar Association
- Real Property & Probate Section
- Tax Section
- Alabama State Bar
- Birmingham Bar Association
- Best Lawyers in America, Tax Law and Trusts & Estates Law
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