“Truth, Courage, and Empowerment: Don’t Be Silent”
The Lake Norman Chamber of Commerce Diversity Council will host the Sixth Annual Women’s Conference at The Peninsula Club, 19101 Peninsula Club Drive in Cornelius on Thursday, April 19th from 10:00 am until 4:00 pm. The theme of this year’s conference is “Truth, Courage, and Empowerment: Don’t Be Silent.”
Major Patricia Brown, Sr. Program Developer, Law Enforcement Training for Central Piedmont Community College – Merancas Campus, is the Chair of the 2018 Conference. “This past year a great deal of focus has been placed on sexual harassment and #MeToo Movement. Our Diversity Council discussed this issue at length and we felt this year’s program captured the spirit of women who have met obstacles and barriers to success. Through determination, courage, and resilience women have overcome those challenges and have become role models for a generation of future women executives,” said Brown.
The Keynote Speaker is Dee Worley, Co-Founder and Chief Communications Officer for Worley Global Enterprises. A Lake Norman resident, Dee made a name for herself as a USA and NCAA national and international gymnastics champion. Other speakers include Ms. Christi Ratcliff with Christi Ratcliff Coaching, Dr. Tracie S. Clark, Executive Assistant to the President of Central Piedmont Community College and Dr. Lindsey Mashburn, a local Gynecologist with South Lake Women’s Healthcare. Also joining the lineup is Dr. Janna Son-Yarbrough, Senior Peer Developer with Central Piedmont Community College.
Wine & Cheese will be served during a fun filled team building exercise. Presented by Atrium Health, the program will be a powerful afternoon of education and networking. The cost is $75, which includes lunch and the wine and cheese event, and attendees can register by calling the Lake Norman Chamber at 704-892-1922 or register online at LakeNormanChamber.org.
Gold sponsors of the event include MSC, Duke Energy, and Novant Health. The Silver Spnsor is The Range at Lake Norman. Supporting Sponsors include: El Toro Mexican Restaurant, NextHome Choice Realty, Susan Johnson + Associates, Pinky’s Westside Grill - Huntersville, Pet Pilgrimage, Embroid Me, Magnolia Woods / Savory Moments Catering, LKNHomes.Com Inc. Maureen Roberge, Three Dog Bakery, Jetton Village. Massage Heights, Jetton Village, Sailpointe Lake Norman, and UDA Dental. The Conference Media Sponsor is Business Today/Cornelius Today.
Picture: Dee Worley, Co-Founder and Chief Communications Officer for Worley Global Enterprises will keynote the Lake Norman Chamber Women’s Conference Thursday, April 19th at The Peninsula Club in Cornelius. Contact the Lake Norman Chamber of Commerce at 704-892-1922 or visit LakeNormanChamber.org for more details
The Lake Norman Chamber of Commerce, with approximately 950 business members, represents the Huntersville, Davidson, Cornelius, and greater Lake Norman regional business community.
The 1960’s was perhaps the most turbulent and transformational time in the history of our nation. I was only four years old in 1963 when President Kennedy was killed by an assassin’s bullet in the streets of Dallas. Before the end of the decade we saw the horrible killing of two more civil rights leaders - the Rev. Martin Luther King and Senator Bobby Kennedy, both shot down after addressing crowds about the dramatic change they envisioned for our young country.
The innocence of the 1950’s gave way to a remarkable decade of the antiwar protests and the Civil Rights struggle which played out in our streets and was shown on television sets in living rooms across America.
There was the Beatles, flower children, hippies, and Woodstock. The 1960’s saw the approval of birth control and by the end of the decade, more than 80% of women of child bearing age were using contraceptives.
In 1963, Betty Friedman published her book, The Feminine Mystique which challenged the traditional gender roles and with it a full on assault to give women equal rights under the law. The passage of the 1964 Civil Rights Act, specifically the section known as Title VII, banned sex discrimination by employers and offered legal protection for women who had been rejected for employment solely because of their sex. The American workplace would be forever changed and it was “game on” for women who strived to be treated equally when it came to employment and wages.
Fifty four years after the Civil Rights Act, females are still facing discrimination and dealing with harassment in the workplace. This past year, the #MeToo movement took center stage as behavior, once accepted or at the very least tolerated, became unacceptable and the perpetrators of those actions harshly rebuked.
On Thursday, April 19th, The Lake Norman Chamber’s Diversity Council will conduct its Fifth Annual Women’s Conference at the Peninsula Club in Cornelius. Last year’s event drew more than 140 women CEO’s and business leaders to the 11 am until 5 pm program.
Entitled, “Truth, Courage, and Empowerment: Don’t Be Silent!” the conference will examine the trials and tribulations which have faced women business owners and how they have used their courage and persistence to overcome the critics, building successful business careers and serving as mentors for the next generation of female business and community leaders.
Keynoted by Dee Worley, the Co-Founder and COO of Worley Global Enterprises, the conference has several women who have overcome the obstacles placed in front of them and serve as inspirations to women and men alike.
Worley had a gymnastics career at the University of Alabama from 1989-93, and became a 17-time All-American, a four-time champion and a nine-time regional champion. As a senior in 1993, she set an NCAA record with perfect 10's in five consecutive meets.
Ranked as the nation's No. 1 all-around competitor, she was a runaway winner of Alabama's Amateur Athlete of the Year Award. At the time of her graduation, she was the only NCAA gymnast to finish in the top three in All-Around for four straight years.
Dee’s story is one of several attendees will hear at the conference as speakers recount the challenges they have faced, but more importantly how they used their faith, strength, and determination to succeed in business and in life.
Ayn Rand, a Russian American Novelist once said, “The question isn’t who’s going to let me; it’s who’s going to stop me.”
The role women play in board rooms, government, civic clubs, and at home has changed dramatically in the last fifty years. Rand who passed away in 1982 would not be surprised at the tremendous strides that have been made by women in our workforce and culture. I imagine if Rand were alive today, she’d likely smile and say, “And who’s going to stop us now.”
Bill Russell, President
Engeinneering, Hospitalty, and Marketing Business wners / Managers Sought fr Hopewell High School Career Day / Speed Networking Event
The Lake Norman Chamber of Commerce working in partnership with the Lake Norman Economic Development Corporation, Visit Lake Norman, and our Education Collaborative will be hosting a special Speed Networking Career Day for students at Hopewell High School. The event takes place in the Media Center / Library of Hopewell High School 11530 Beatties Ford Rd in Huntersville.
The chamber is asking our hospitality (hotel, restaurant, attraction) and marketing firms along with engineering businesses/corporations to spend just two hours on Tuesday, April 24th 2-4 pm mentoring a student as they consider careers in the Engineering, Marketing, Hospitality and Tourism Fields.
This is a great opportunity to teach high school students about your industry and answer questions that they may have about your own career path.
The Lake Norman Chamber will provide lunch at 12, followed by the Seed Networking event beginning at 12:45.
If you or a member of your staff can participate, please RSVP to Ryan McDaniels at Mcdaniels@lnedc.com For more information, call the Lake Norman Chamber at 704-892-1922.
Thank you in advance for your commitment to our future workforce!
Bill Russell, CCE IOM
Presudent & CEO
The following economic development announcement was provided to the Lake Norman Chamber of Commerce from our partner the Lake Norman Economic Development Corporation on April 10, 2018.
Yokohama, a subsidiary of Tokyo-based The Yokohama Rubber Co. Ltd., has announced their plans to locate an R&D facility in Cornelius, North Carolina. Yokohama will bring 56 jobs to the area.
“Cornelius is a great fit for our company,” said Tetsuya Kuze, vice president of Yokohama Corporation of North Carolina. “The proximity to the airport and the skilled workforce is going to make this facility very successful.”
“Mecklenburg County is pleased to partner with the Town of Cornelius to bring new commercial investment and jobs to the Lake Norman area. This addition of advanced technical and engineering jobs is a great example of the diverse economic base of the County and the workforce available in all parts of the County,” said Peter Zeiler, Director of Mecklenburg County’s Office of Economic Development.
“Yokohama’s planned expansion in Cornelius is a great win for our community. This is an excellent example of how the Town has worked to add additional tax base and high-quality jobs” said Mayor Woody Washam.
“This facility will be an excellent fit for Cornelius and the Lake Norman area. We have a strong and growing International business presence in our community,” said Ryan McDaniels, Executive Director of Lake Norman Economic Development.
Key partners in this project include the North Carolina Community College System, the Charlotte Chamber, The Knox Group, Legacy Pointe Properties and UNC Charlotte.
The proposed facility is contingent upon approval of a Business Investment Program grant approval by the Mecklenburg County Board of Commissioners, as well as Economic Development Incentive grant approval by the Cornelius Town Board of Commissioners.
Yokohama Tire Corporation
Yokohama Tire Corporation is the North American manufacturing and marketing arm of Tokyo, Japan-based The Yokohama Rubber Co., Ltd., a global manufacturing and sales company of premium tires since 1917. Servicing an extensive sales network throughout the U.S., Yokohama Tire Corporation is a leader in technology and innovation. The company's complete product line includes tires for high-performance, light truck, passenger car, commercial truck and bus, and off-the-road mining and construction applications.
Lake Norman Economic Development
Lake Norman Economic Development is responsible for the development and implementation of the economic development strategy for the towns of Cornelius, Davidson and Huntersville, and the Lake Norman region. These strategies will result in improving the quality of life for the region’s residents through the expansion of the tax base by attracting new capital investment and creating new, highly skilled jobs for the regions residents. For more information visit www.lnedc.com.
Lake Norman Chamber Members are invited to participate in an OSHA Compliance, Work Place Safety & Data Security Seminar which will take place at the Lake Norman Chamber. The event will be held Friday April 13th 9 a.m. to noon and lunch is provided (But you must RSVP!) - see RSVP email below. The seminar will be held in the Randy Marion Conference Room, Suite 201 19990 W. Catawba Ave, Cornelius, NC.
Join R3 Risk Management & Central Carolina Insurance Agency (P.O. Box 4078, Salisbury, NC 28078, www.centralcarolina.com) for an exclusive seminar on OSHA Compliance, Workplace Safety and Data Security.
Topics will include:
• Is your Drug and Alcohol Policy Compliant with OSHA’s new rule?
• What should you do if OSHA targets your business?
• “Why Factors” for workplace safety/dealing employee violence: Leaders role in Managing the Threat of Workplace Violence & recovery”
• What is Data Security & why there needs to be a change in mindset for us to be secure.
• What you to know about Email Fraud/Phishing Scams/malware and Ransomware.
RESERVE YOUR SPOT BY REGISTERING WITH STEVE MELTON CIC, CLU: email@example.com or 704-574-2991
About the Speakers:
Travis Vance is an attorney/partner with national firm Fisher & Phillips, LLP, that has emerged as a thought leader in the field of workplace safety and dealing with OSHA. His writing and interview are followed closely by experts in the safety arena and have been featured in the premiere publications such as: Business Insurance, EHS Today and The Wall Street Journal.
Felix Nater CSC is the owner and CEO of Nater Associates. He is a nationally recognized workplace and violence prevention advisor and consultant. He has over 30 years of federal law enforcement and workplace violence training. Since 1993, he has consulted with originations to assist them to implement policy, plans, procedures and critical vulnerability assessments. A Certified Security Consultant (IAPSC) and a retired US Postal Inspector, he holds professional memberships in IAPSC, IMC- Carolinas, ATAP- NE, AUSA, HAPCO and has contributed to articles in 30 major publications.
John Griffith is the owner and CEO of Team Logic IT of South Charlotte; part of a national network of 140 locally-owned offices. He and his staff offer a full range of IT services and technology consulting advice to small and medium businesses in the greater Charlotte Metro area. He has as an engineering degree from the Colorado School of Mines, and an MBA in Finance from the Wharton School. Before starting his IT business, he worked in the mineral and energy industries as an engineer, financial analyst, corporate development executive, COO, and commodity trader.
TIME AND ALLY FINANCIAL HONOR CORNELIUS AUTO DEALER
Jack Salzman Wins National Recognition for Community Service
and Industry Accomplishments at NADA Show 2018
(Las Vegas, NV, March 23, 2018) – Jack Salzman, owner of Lake Norman Chrysler Dodge Jeep Ram in Cornelius, North Carolina, was named the 2018 TIME Dealer of the Year. Salzman received this highest honor out of a select group of dealers from across the country recognized at the 101st annual National Automobile Dealers Association (NADA) Show 2018 in Las Vegas on Friday.
The announcement of this year’s national TIME Dealer of the Year and finalists was made by Jacie Brandes, SVP of Sales and Marketing for TIME, and Doug Timmerman, President of Ally Insurance, at the formal opening of the convention, which was expected to draw more than 20,000 individuals involved in the automobile industry. “Ally continues to be inspired by dealers around the country that give so generously to important charitable causes in their communities,” Russi said. “We are proud to honor the 2018 TIME Dealer of the Year winner, Jack Salzman, along with this year's finalists, for this well-deserved award.”
In its seventh year as exclusive sponsor, Ally has donated $1,000 to the charity of choice for each of the 47 dealer nominees and will provide $10,000 to the nonprofit selected by the 2018 TIME Dealer of the Year winner. In addition, the three finalists, as well as the state Automotive Trade Association Executive (ATAE) who nominated the 2018 winner, will each receive a $5,000 grant for the nonprofit organizations of their choice. All nominees are featured on AllyDealerHeroes.com, which highlights the philanthropic contributions and achievements of auto dealers across the United States.
The TIME Dealer of the Year award is one of the automobile industry’s most prestigious and highly coveted honors. Recipients are among the nation’s most successful auto dealerswho also demonstrate a long-standing commitment to community service. Salzman, 55, was chosen to represent the North Carolina Automobile Dealers Association in the national competition – one of only 47 auto dealers from more than 16,500 nationwide – nominated for the 49th annual award.
The award is sponsored by TIME in association with Ally Financial, and in cooperation with NADA. A panel of faculty members from the Tauber Institute for Global Operations at the University of Michigan selects one finalist from each of the four NADA regions and one national Dealer of the Year. “The most rewarding part of my retail automotive career has been hiring great people and investing in their future,” Salzman said. “We pride ourselves on searching out quality employees and providing them with the tools and support they need to grow from entry level jobs up to top management positions within the company.”
A 1980 graduate of Riverview High School in Riverview, Florida, Salzman was the top rated swimmer in the country for the 200-meter backstroke and competed in the United States Olympic Trials for the summer games in Moscow. He won three silver medals for Team USA in the Maccabiah Games in Israel. Salzman accepted a full swimming scholarship to Auburn University in Auburn, Alabama, where he received a degree in business administration in 1985. He then went on to earn a J.D. from the Shepard Broad College of Law at Nova University (now Nova Southeastern University) in Fort Lauderdale, Florida, in 1989.
Rather than working with a law firm, Salzman decided he wanted to own his own business after law school and started a cellular phone agency. While partnering with a local car dealership on a successful promotion, the dealer hired him as a sales manager and he has been in the retail automotive industry ever since. Today, he is owner of two Chrysler, Dodge, Jeep and Ram dealerships in North Carolina, located in Cornelius and Gastonia. “Providing a great customer experience allows us to continue to grow our business, add more positions and retain quality employees for years to come,” Salzman said. “We are proud to employ a very diverse and loyal staff of 108 employees.”
And his hiring practice has earned his dealership the 2012 Champions of Diversity award from the Lake Norman Chamber of Commerce, an honor which is very meaningful to him.“We have always sought out great employees regardless of gender, race, religion, sexual orientation, etc.,” he said. “As a result of this philosophy, we have been rewarded with extremely low turnover and incredibly caring employees, whom we are able to continually promote to new positions that further their careers.”
Salzman is the recipient of the 2005 Lake Norman Chamber Robert T Cashion Business Person of the Year as well as the 2015 Lake Norman Chamber Duke Citizenship & Service Award which was presented to both he and his wife Robin. In 2012, Salzman served as Board Chair for the Chamber.
Salzman is equally as committed to giving back to his community. “When I purchased the dealership in 2003, my wife and I decided that we wanted to focus our philanthropic time and attention on three areas: animals in need, children in need and women in need,” he said. To this end, he is contributor to the Humane Society of Charlotte (North Carolina), as well as being a founding board member of Lake Norman Humane. And he supports Lake Norman Lucky Cats, which provides trap-neuter-return services, as well as Holly’z Hope, an organization that helps unchain dogs by building fences for homeowners in need.
For women and children, Salzman is a longtime supporter of The Dove House Children’s Advocacy Center in Statesville, North Carolina, and Pat’s Place Child Advocacy Center in Charlotte, as well as Amy’s House in Lincolnton, North Carolina, and The Shelter of Gaston County in Gastonia, which both serve battered women and children. “We believe these organizations serve a critical need in our community,” he said.
Other groups Salzman contribute to include Make-A-Wish; Big Brothers Big Sisters; Habitat for Humanity; Susan G. Komen; American Cancer Society; plus many other local groups.
Salzman was nominated for the TIME Dealer of the Year award by Robert Glaser, president of the North Carolina Automobile Dealers Association. He and his wife, Robin Smith-Salzman, have three children and six grandchildren.
This year, Lake Norman Wildlife Conservationists embarked on the HOOF (Hunters Offering Others Food) Project, which brought together farmers, sportsmen and community groups to sustainably manage white-tail deer, reduce deer damage to crops, increase local farm revenue and provide hunter-harvested venison to local food banks and shelters. Deer annually cause heavy crop damage to local farms, resulting in fewer fresh grains and vegetables. At the same time, there are thousands of people in the four-county area surrounding Lake Norman that suffer from food insecurity.
The HOOF Project addresses the problem by directing any venison donated by hunters to our partner organizations, Angels & Sparrows, Mooresville Soup Kitchen, Lincoln Christian Ministry, and Hickory Soup Kitchen, for use in healthy, highly nutritious meals. Thanks to support from many area businesses and individuals, as well as enthusiastic support from area sportsmen, LNWC was able to provide ground venison that added lean protein to approximately 11,000 meals consumed by area residents in need.
Last year, the Lake Norman Chamber of Commerce held three meetings of our regional nonprofits. Those meetings were held at the Lake Norman Chamber, the Ada Jenkins Center, and Lydia’s Loft allowing our nonprofits to share information about each other as well as touch on upcoming events and programs.
Our next meeting of Lake Norman regional nonprofits will be held Tuesday, March 20th from 9-10:30 am at the Levine Dickson Hospice House located at 1900 Vanstory Dr. in Huntersville. Jim Cooper will host our group and for those who can take part, will provide an overview of the facility and conduct a tour.
As of March 19th the following nonprofit organizations had RSVP’d: Hosted by Jim Cooper - Hospice
Anne Clifford - Susan M Tillis Foundation
Pam Schneider and Denise Carter - North Mecklenburg Women’s Club
Jim Christol - Lake Norman Kiwanis
Natasha Marcus -The Ada Jenkins Center
Cindy Deutch - Angels & Sparrows
Keri Taylor - United Way
Bruce McDonald - Beds for Kids
Margi Kyle and Niall with Little Smiles
Steve Verschaeve & Amber Davis - Drive for a Cure
April Cooke - Lake Norman Free Clinic
Michelle Miller Houck - Carolina Raptor Center
Amy Freeze - Our Towns Habitat for Humanity
Jessica Bachard - City Barbeque (Conducts fundraisers for area nonprofits)
Sarah Fortner - Caterpillar Ministries
David Parkins - Welcome Home Veterans/Richards Coffee
Katty Long, Norma and Jill with Lydia's Loft
Vickie Stevens - Just Serve & The Lotta Foundation
Matt McPherson with Make an Impact Foundation
Kandy Schreiner - Transition Tamers
Debbie O'Handley & Jen Grenier - Hope House Foundation
Rochelle Dearman - Carolina Comfort Coalition
David Rochester and guest - Crime stoppers
Bill Russell with the Hugh Torance House and Store / LKN Education Collaborative
Michael Sass – The Catalyst Academy
John Crutchfield, Duke Energy - Community Affairs Chair of the Lake Norman Chamber of Commerce
While this meeting is organized by the Lake Norman Chamber of Commerce for the benefit of our nonprofit members, any non member is welcome to attend. If you have not RSVP'd to Bill Russell, we emcourage you to still attend and share your story.
In the meantime, thank you for your service and commitment to our outstanding community.
Pictured: Nonprofits meet at First Baptist Church in the Fourth Quarter Meeting of Nonprofits hosted by Lydia's Loft.
As you may know, work is underway on the next county-wide property tax revaluation. Individual (residential and commercial) property assessments began in 2017 to prepare for the full 2019 revaluation. With the growth that Mecklenburg County has experienced since the last revaluation in 2011, Mecklenburg County wants to inform commercial and residential property owners early on of what to expect in 2019 - specifically businesses and neighborhoods that faced concerns from the 2011 Reval.
County Tax Assessor Ken Joyner will present at the Lake Norman Chamber Focus Friday to update leaders and residents about these issues. Joyner will share information about: the home and commercial appraisal process, recent sales data in your community, the updated appeals process and tax abatement options for those eligible. Join us to have your property tax questions answered and help us to inform the Mecklenburg County community.
The Focus Friday takes place at the Chamber’s March Focus Friday, Friday, March 16th from 8:30 to 10 am in the Randy Marion Board Room 19900 West Catawba Avenue Suite 201.
Focus Friday is a public policy program of the Lake Norman Chamber of Commerce which examines community and legislative issues from multiple perspectives. While intended for Lake Norman Chamber of Commerce members and community leaders, guests are welcome by RSVP to the Chamber at 704-892-1922.
Focus Friday is presented by Novant Health - Huntersville Medical Center and sponsored by Business Today and WSIC 100.7 FM. The program is emceed by Public Policy Chairman Jason Colvin.
The Lake Norman Chamber of Commerce, with approximately 950 business members, represents the Huntersville, Davidson, Cornelius, and greater Lake Norman regional business community.
About our speaker:
Ken Joyner is the Mecklenburg County Assessor. In this role, Ken is responsible for the listing, appraisal, and assessment of all real and personal property in accordance with the provisions of law. He is charged with managing the reappraisal of more than 360,000 tax parcels in Mecklenburg and hiring employees to carry out the discovery, listing, and valuation functions required by North Carolina General Statutes.
Ken joined Mecklenburg County as Assessor in 2013 and also serves on the County's Budget Executive Team. Prior to joining the Mecklenburg County team, Ken spent 6 years as a faculty member at the University of North Carolina-Chapel Hill in the School of Government and previously served as the Tax Administrator in Chatham, Onslow, and Durham counties.
Ken is a graduate of North Carolina State University, and is certified as a County Assessor and Real Property Appraiser III by the North Carolina Department of Revenue. He has earned both the Residential Evaluation Specialist (RES) and the Assessment Administration Specialist (AAS) designations from the International Association of Assessing Officers (IAAO). Ken has received numerous awards from multiple associations including the IAAO Member of the Year (2008) IAAO Instructor of the Year (2009), the IAAO Presidential Citation (2009), the Presidential Award (2006) from the North Carolina Association of assessing Officers, and the Past President Award (2005) from the North Carolina Tax Collector's Association.
Tuesday, March 13th 8:30-10 am
Business Succession Planning
Join us Tuesday, March 13th from 8:30 to 10 am as SCORE presents “Business Succession Planning.” Our speakers are John Misner – SCORE Counselor and Tim Bartolomeo – MassMutual. In this session we will discuss how to: Determine the true value of the business; Knowing and understanding the options for exiting a business; Selecting and preparing the right successor: and Putting it all in writing and understanding the triggers for reviewing the plan.
TThe BusinessWorks! Program is brought to you in collaboration with SCORE – America’s Small Business Counselors. Held at the Chamber – Randy Marion Conference Room. BusinessWorks is a program of the Lake Norman Chamber of Commerce that focuses on personal skills: management, marketing, operations, and sales.
About our Seakers:
John M. Misner, PH.D.
John brings nearly 40 years of experience in the field of Finance to the Charlotte office of SCORE in his role as a Certified Mentor. He currently serves as the Senior Economic Consultant with VALUANT. John most recently served as the Executive Vice President, School of Business Dean, and Professor of Finance at Piedmont College. Over the academic portion of his career, he has taught extensively at the graduate and undergraduate levels in the areas of financial analysis, data analytics, statistical analysis, business analysis and valuation, portfolio theory and management, and personal financial planning. Prior to joining academia, John spent more than a decade in the commercial banking and investment banking industries.
John earned his Ph.D. in Finance and Applied Statistics from Kent State University. He is a published author and frequent speaker in the areas of asset pricing, market volatility, financial risk modeling, economic forecasting, economic development, and strategic planning.
Tim Bartolomeo, CFBS, MassMutual Financial Group Carolinas
Tim has almost 40 years of experience as a business executive, with previous roles as CEO of a specialty supplies division of Staples Inc., Chief Marketing Officer of AAA and Vice President of Sales and Marketing at PCA International. In addition Tim has started and exited several privately held businesses.Tim currently works at MassMutual Financial Group Carolinas where he is a Certified Family Business Specialist. In this role, Tim helps family and closely held businesses with financial strategies that include, succession and exit planning strategies, partnership agreements, estate planning and asset protection.