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

  • Anthony "Tony" Saffo of the Saffo Law Firm, PC here in Wilmington can assist you with any estate planning, trust, or gifting concerns you may have. Tony has great experience, is a Wilmington native like myself, and a pleasure to talk with. His office is located at 5900-B Oleander Drive here in Wilmington. Call Tony 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.


  • Andrew Cooke at Branch Bank & Trust: Andrew is a commercial lender and brings great enthusiasm to his work. You'll enjoy meeting and speaking with him. His office is in downtown Wilmington. Call him at 815-2722.
  • 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.


  • Christian Naef of Teamwork Tech: Christian has helped me with computer hardware and software issues on many occasions. He’s a good person to know if you're in a crisis mode with your home or business technology issues or simply have questions about operating your system. Call Chris at 297-1883.


  • Tony Register of Alley, Register, and McEachern is who I would suggest you contact for your legal needs. Tony is both skilled and knowledgeable. 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 701 North 4th Street in downtown Wilmington. You can reach him at 251-0103.

1904 eastwood road suite 304 | wilmington, nc 28403-5728
phone: 910.256.1098 |
nc certificate # 18782
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