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Genie is a tax partner specializing in estate, gift and trust taxation, and individual tax compliance and planning. Prior to joining BRC in 2000, Genie worked at a public accounting firm in the Philadelphia area. Genie’s areas of specialties include estate, trust and gift taxation, individual tax planning and compliance, and providing tax and consulting services to high net worth families and small business owners. Genie enjoys working with clients and their advisors in developing comprehensive wealth transfer strategies to achieve their financial and planning objectives for future generations.

Education

Saint Joseph’s University, Philadelphia, PA – Bachelor of Science – Accounting

Professional and Civic Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Director – Greensboro Public Library Foundation
  • Member – Society of Financial Service Professionals

NC License #29025