Miller McNeish & Breedlove
Current job: Senior Tax Associate at Miller McNeish & Breedlove, PLLC
Summary of your role in the company: I am responsible for the preparation of monthly financial statements, payroll tax filings, income tax returns, tax research, and other tax related issues that my clients may have. I primarily work on pass-through entities, including real estate partnerships, and high net worth individuals.
How I chose my occupation: From the time I was a little girl, I always dreamed of being a math teacher, specifically, middle school math. It wasn’t until I started community college at Surry Community College that my mind shifted towards accounting. I had never been exposed to accounting, but had to take it as an elective and enjoyed it. My instructor, Sherman Layell, convinced me to give accounting a shot.
Years in the business: Almost 6 years
My specialization is: At my previous firm, where I worked for five years, my specialization was real estate partnerships. However, at MMB, I am more generalized and work with a variety of industries and types of clients. Real estate is still an area of interest for me and I do have several real estate clients at MMB.
A good lead for me is: Any individual/company who is looking for tax/accounting help (bookkeeping, tax return preparation, financial statement compilation, etc.)
The most satisfying part of my job is: I love the people aspect of my job. I love being able to build a relationship with my clients!
Greatest professional achievement: During my time at CohnReznick, I received an award for Developing Opportunities. This is an award that is given to one person in each office for their business development efforts.
Number of years with CREW: 3 years
Most significant CREW connection: I’ve found that my strongest CREW connections have been the people that I share a committee with (Communications Committee). Those connections have been so real and helpful!
Place of birth/hometown: Mount Airy, North Carolina
Number of years in Charlotte: Five years
Family: I just celebrated my fourth wedding anniversary with my husband, Justin Delph. We have two fur babies (dogs) and just adopted a kitten this week.
My ideal vacation spot: I love the lake! There’s nothing better than being out on the boat on a sunny day.
Hobbies/Interests: I love photography. I tend to mostly do portrait photography, because I love the people aspect of it. I love getting to meet new people and capture sweet moments for them. Another hobby of mine is cars (specifically mustangs). My dad just finished rebuilding my ’66 Ford Mustang (that was a wedding gift from my husband), so I’m enjoying getting to drive it.
Other professional organizations I belong to: NCACPA, AICPA, CREW Charlotte Communications Committee, Classroom Central 9 School Tools Committee
I wish I could: I always wish for more time to do everything. I normally have a million things going on and I always just wish I could do more.
First American Title Insurance Company
Current job: Senior Underwriter and Counsel with First American Title Insurance Company
Summary of your role in the company: I serve as senior underwriting counsel for commercial real estate transactions covering all asset classes, including office, energy, retail, multi-family and industrial.
How I chose my occupation: I wanted to be a lawyer since fourth grade and have since completing law school have had the opportunities to work in law firms, healthcare and governmental entities to broaden my knowledge and experience with commercial real estate.
Years in the business: 24 years
My specialization is: Assisting clients on the issuance of title insurance on commercial real estate across the county to ensure a smooth transaction.
A good lead for me is: Customers purchasing and selling commercial real estate in any part of the US as we can complete the title coordination, underwriting and closing for any transaction, no matter the location.
The most satisfying part of my job is: Helping people achieve their acquisition and sale goals and working with a great team including CREW members and past presidents.
Best leadership advice I have been given: “It is all about effort and attitude.” I have had the opportunity to learn from some of the best about getting in and doing the tactical work with the team while being caring and never losing sight of the strategic ultimate goals.
Greatest professional achievement: I have had the pleasure of working on some of the largest asset class transactions and winning a few accolades along the way. I have also had the honor of being part of teams that worked on projects that will benefit the community – affordable housing and public schools as examples.
Number of years with CREW: Since 1996 with a short hiatus but I’m back!
Most significant CREW connection: I have received many leads and deals along the way including my current job from CREW connections but my most significant connection is the wonderful lifelong friends I have made being a part of this organization.
Place of birth/hometown: Gorham, NY (in the Finger Lakes region of western NY)
Number of years in Charlotte: 22
Family: Husband, Craig and children, Clark and Ella and our new rescue dog, Jersey
My ideal vacation spot: Anywhere where my family is outside and exploring together
Hobbies/Interests: Parenting teenagers (always open to hearing advice on this topic), reading, planning the next trip and traveling, attending live music concerts and festivals and kayaking
Other professional organizations I belong to: I have served on the Habitat for Humanity Charlotte Board of Directors for several years and believe that all in our community deserve a safe, stable and affordable place to live and be with their families.
I wish I could: Cure cancer!