ceo advisors

He has worked with clients in over 30 different states and multiple industries, ranging from young startup companies to multi-million-dollar corporations. Mike works exclusively with business owners of small to mid-sized companies and has earned many awards and received much recognition as a thought leader in his field. Mike earned his MBA from Roosevelt University in Chicago and currently works as a Business Performance Advisor at Insperity in Charlotte, NC. In addition, Mike is also the CEO for Chief Executive Organization, LLC, and serves as the Chairman for the Charlotte chapter of CEO-Ninety, as well as being actively engaged in a variety of community endeavors. Mike has lived in the Charlotte area since 2010 with his wife and three daughters.

Burke's clients have ranged from large scale corporations such as Coca-Cola and Wendy's to national programs like the Boys Scouts of America and dozens of other regional, national and international accounts. Jack's experiences as an artist and designer have given Burke Communications a uniquely imaginative perspective. Jack is founder of the non-profit A Big Heart Foundation for which Burke Communications proudly hosts the annual Toys for Tots Golf Tournament. In addition, Jack sits on the Board of Directors as Vice President for the Charlotte Trolley Powerhouse Museum and Carolina Raptor Center as well as acting as marketing chairperson for the Charlotte - Mecklenburg Police Foundation.

He is a published author and speaker on a wide range of taxation related topics. Dale is also co-founder of North Carolina based Boatsman Gillmore Wagner PLLC, an accounting firm providing business advisory, tax and audit services for private business. Since its inception in 2006, Boatsman Gillmore has rapidly grown from a two-man operation with one client to a firm with over 20 associates and more than 1000 clients. Dale is just as committed to supporting growth-minded businesses as he is to growing himself. Responding to market demand, Dale is building a firm that anticipates a client base requiring the support of 40+ associates. In addition, Dale is president of the Make an Impact Foundation and an active member of numerous other organizations in the Charlotte area.

He received numerous academic and athletic awards at Davidson, including being selected as an All Southern Conference Football Player and was one of 33 national recipients of the NCAA Post-Graduate Fellowship for Excellence in Academics and Athletics. As a Senior, he received the "Most Valuable Player" Award as Captain of the Wildcats.

In 1976, Robert earned both an MBA and law degree from the University of North Carolina at Chapel Hill - where he finished in the top 10 percent of his class in each program.

He is also a graduate of the Basic and Advanced Courses in Negotiations as well as the Mediation Course of the Harvard Negotiation Project of Harvard Law School.

In 1976, Robert co-founded the law firm of Wishart Norris Henninger and Pittman P.A. with offices in Charlotte and Burlington where he has served as Managing Partner of the Firm from inception.

Robert was again selected for inclusion in North Carolina Super Lawyers in the practice area of Closely-Held Businesses for 2012. Only 5% of practicing attorneys are chosen. He has also held the "AV Preeminent" rating for 20 years by Martindale-Hubbell, the highest possible rating for an attorney in both Legal Ability and Ethical Standards and reflects the confidential opinions of members of the Bar and Judiciary.

Among Robert's many civic contributions, he has recently served as General Counsel and Member of the Executive Committee of the Charlotte Chamber of Commerce. Robert also has the distinction of being one of the few citizens to have received the Key to the City of Burlington, North Carolina in recognition of his service to the community, and has served as a Trustee of Davidson College for 8 years. He has served as both Deacon and Elder in the Presbyterian Church.

For more than 35 years, Robert has represented Family and Privately Owned Businesses and their Owners in Mergers and Acquisitions, Sales of ongoing businesses, Business Owner Exit Planning, and Business Succession Planning. His passion is for helping owners sell their business as well as acting as a Strategic Business Planning and Business Succession Planning Facilitator for Business Owners and their companies. He has handled Business Planning matters for several of the largest family businesses in the Carolinas.

Wishart Norris was recently named one of the "America's Top-Ranked Law Firms" by Martindale-Hubbell, the world's most trusted legal resource, for having over a third of its attorneys rated "AV Preeminent". Only 966 out of 254,000 law firms were selected nationally. Wishart Norris is one of only 23 North Carolina Law Firms to be selected.

But, most importantly, Robert wants you to know that he is an entrepreneur who has spent over 35 years growing his Law Firm. Wishart Norris has now grown to 36 attorneys and 75 employees. Wishart Norris' mission is to become the "Law Firm of Choice" for Entrepreneurs and Business Owners throughout the Carolinas. The primary goal is simple-to help Clients Maximize, Preserve, and Protect their Business and Personal Wealth.

Jeff King has over 17 years of financial, managerial and IT experience. He started his career as the General Manager of a Charlotte Based Point of Sale company with revenues in excess of $13M annually. While at the company, Jeff developed a software company which developed and sold inventory software to Toshiba and its customers.
After leaving the POS company, Jeff helped develop a high speed nationwide TCP/IP golf handicapping network. Prior to starting AT-NET Services, Inc., he was the co-owner and Chief Technology Officer of LaFrÖg Multimedia, LLC., which created web sites and interactive CD ROMS.
As president of AT-NET Services, Inc. Jeff has developed AT-NET based around an extensive team of experienced and certified engineers. Jeff is responsible for all process flow within the company, sales direction, and business acquisition.
Jeff holds several industry certifications from Cisco, SCO, Citrix, and Microsoft. While at Appalachian State University, he graduated from the Walker College of Business with a degree in Financial Management and Urban Analysis, Real Estate Department.

Greg is CFO and Partner with Scale Finance providing CFO advisory services to small and mid-size companies with a proven ability to improve operations, impact business growth and maximize profits. Prior to joining Scale Finance in 2007 he spent 8+ years as an entrepreneur having started, bought and sold numerous businesses including Westport Marina, Upgrade Lifestyle, and Carolina Springs Autospa. Greg earned a Masters in Accounting and BA in Business Administration for UNC Chapel Hill and was a member of the UNC Swimming Team for 4 years. Greg was on the ACC Honor Roll, UNC Dean's List and holds an active CPA License in NC. A 25+ year resident of North Carolina, Greg is married with 2 daughters and enjoys staying active. Greg completed a lifelong goal of finishing Ironman Florida in 2007 and continues to enjoy swimming, biking and running.

Serving as a Senior Vice President of Investments for UBS Financial Services Inc. /Rankin Wealth Management, Rick has provided families throughout the South with investment management, personal financial planning and business financial strategies. He is extensively licensed as a Series 7 General Securities Representative, Series 63 Uniform Securities State Agent, Series 65 Investment Advisor Representative, as well as an insurance license for Life, Health, and Variable Annuity. In addition to his professional training, Rick is a graduate of UNC Chapel Hill with a B.S. in Industrial Relations, and went on to earn his Master's degree in Business Administration from Tulane University. A native of Charlotte, Rick has held many leadership roles in the community which include Co-Chair of the Board of Trustees for the Fletcher School, Alumni Representative for Charlotte Country Day School, and Merit Badge Counselor and Coordinator for Boy Scouts of America Troop 17. Rick lives in Charlotte with his wife and three children.

He spent six years on Wall Street with the investment banking divisions of Credit Suisse First Boston and Bank of America, which later lead him to middle market investment banking through a partnership with Hugh McColl, Jr. and his eponymous firm, McColl Partners. Furthermore, John spent two years in Bank of America's International Group where he completed cross-border transactions with counterparties from ten different countries. In addition to investment banking, John also worked directly for the CFO of Reliacast, a communications software company that was eventually acquired by Comcast. John received his Bachelor of Arts degree in history from The University of North Carolina at Chapel Hill and his MBA in Business Administration with a concentration in finance from Columbia Business School in New York. In 2010, he was named a financial impact leader by both Raleigh, NC's Triangle Business Leader and the Charlotte Business Leader. He was also selected in 2010 for the Charlotte Business Journal's "40 Under 40" Leadership Award.

Currently, he is President and Co-Managing Member of Percival McGuire Commercial Real Estate where he is responsible for the leadership and performance of the firm's Brokerage and Property Management functions. He was co-founder and principal of a brokerage and development firm in Mobile, Alabama, where he developed numerous light industrial properties as well as self storage facilities in South Alabama and Northwest Florida. Since moving to Charlotte in 1993, he served as an operating partner in a regional commercial real estate appraisal firm, and as President of a Charlotte-based firm that specialized in the development and management of medical office buildings. Immediately prior to joining Percival-McGuire, he operated Godbold Properties, Inc., serving the needs of regional and international firms in the areas of office and light industrial properties. Joey earned his MBA from the McColl Business School at Queens University of Charlotte where he was a Hugh McColl, Sr. Fellow.

He is currently a Business Development Officer for the Wells Fargo Business Banking Group South Charlotte Team. In this role he is responsible for calling on referral sources, developing new sources and cultivating existing sources. Prior to joining Wells Fargo, Robert served as Vice President and Business Development Officer for the SBA Lending Division of TD Bank. In this position he focused primarily on owner-occupied commercial real estate, merger/acquisition, franchise, and loan business development. Before his position with TD Bank, Robert was the Senior Business Development Manager for UPS Capital. During that time he worked closely with established referral sources to generate opportunities and retained high-volume referral sources. Robert earned a Master's Degree in Business Administration from The McColl School at Queens University of Charlotte, a BS in Business Administration from Appalachian State University, and is an Eagle Scout.