I often receive inquiries about financial or taxation matters which go beyond my knowledge or strengths. I have great respect for the abilities and professional courtesy of the following persons whom I always enjoy seeing and speaking with.

Estate Planning

  • Wesley Casteen here in Wilmington can assist you with any estate planning, trust, or gifting concerns you may have. Wes has great experience and is a pleasure to talk with. His office is located at 5900-B Oleander Drive here in Wilmington. Call Wes at 256-3364.


Either of the following two firms do wonderful work and I’m familiar with them firsthand as I interact with each of them regularly. Both are located here in town and understand Quickbooks operations thoroughly. Contact Bill and/or Crystal if you like and see whom you feel most comfortable with.

  • Bill Baugh of Baugh Consulting: Bill is a UNC-Chapel Hill graduate and a veteran accountant. Bill is pleased to come to your office or home to help you with your bookkeeping or accounting concerns. Contact him at 540-2888.
  • Crystal Ahumada of Kara-Tech: Crystal’s office is on Market Street across from Dutch Square. Crystal, and her daughter Kara Childs, are both knowledgeable and reliable and have been in business here for many years. They also offer a wonderful payroll service if you're interested. Contact them at 790-9411.


  • Donald Graddy at First Citizens Bank: Donald is a commercial lender and brings great enthusiasm to his work. You'll enjoy meeting and speaking with him. His office is at 1910 Eastwood Road at the entrance to Plaza East shopping center. Call him at 792-6681.
  • Lenny Smith at Newbridge Bank: Lenny is also a commercial lender and has many years of banking experience. He can assist you with all of your borrowing and banking needs. Call Lenny at 679-1213.


  • Team Logic IT: These folks have offices across eastern North Carolina and have recently opened a Wilmington office. They're good people to know if you're having technology issues at your home or business or simply have questions about operating your system. Call at (910) 500-1391.


  • William "Butch" Fuss of Fuss Law Firm, PC is who I would suggest you contact for your legal needs and particularly real estate concerns. Butch is both skilled, knowledgeable, and easy to speak with. If he is unable to assist you personally, he'll refer you to someone who is better suited to your particular concern. His office is at 1904 Eastwood Road in Lumina Station in the same building as myself. You can reach him at 256-8252.
1904 eastwood road suite 304 | wilmington, nc 28403-5728
phone: 910.256.1098 |
nc certificate # 18782
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