Certified Public Accountant
NC Certificate #14588
Knowledgeable. Insightful. Focused.
In addition to being a certified public accountant, Sheila is also a CERTIFIED FINANCIAL PLANNER® and a Personal Financial Specialist. With a focus on personal financial planning, she holds her brokerage license and specializes in the management of wealth accumulation, estate planning and retirement planning. Sheila has more than 20 years of public accounting experience in the traditional areas of taxation, accounting and auditing and has worked in the banking and insurance industries for more than five years.
Sheila and her husband live in Advance and enjoy spending time at Lake Norman with their children and grandchildren.
*Securities offered through Intercarolina Financial Services, Inc. ✦ Member SIPC and Finra