Title: Tax Manager

NC CPA License #: 26887

Years at SMC:  2017 - Present

Quote - What excites you about your career?

I enjoy assisting business owners and their families plan for the future.

Addison joined SMC in 2017 after working for a few public accounting firms in the Triad area. He graduated from Union College with a Masters in Accounting and a JD from Albany Law School. Addison has over 20 years of experience with tax and consulting services and has specialized skills in industries including, manufacturing, automotive dealerships, not-for-profit entities, high net worth individuals, trusts and estates, and business succession planning.  

Addison grew up in upstate New York and moved to the Carolinas in 1998.  He is married to LeAnne and has two children, Katie and Richie.  When he’s away from the office, Addison enjoys hiking, golf, and riding his motorcycle.  

• State University of New York - B.A. Political Science, 1988
• Union College - M.B.A. Accounting, 1993
• Albany Law School - J.D. Law, 1993

Involvement: 

• North Carolina Association of CPAs - Member
• Society of Financial Service Professionals - Member
• Piedmont Estate Planning Council - Member
• Greensboro Estate Planning Council - Member
• Triad Rotary - Treasurer
• Triad Outreach Project - Board Member