Carolina Law Partners
Jason Morton is a Moore County native, born and raised in Pinebluff. He graduated from the O’Neal School in Pinehurst and went on to attend Appalachian State University and North Carolina Wesleyan. After several years in the professional workforce, Jason moved to Ohio to attend the University of Dayton School of Law. After graduation, Jason decided to move home to practice law. For three and a half years he worked under the tutelage of Mr. Alex Webb in Aberdeen and studied tax litigation and tax defense, estate planning and estate administration, asset protection and business law. Jason currently defends taxpayers in Federal District Court, Federal Bankruptcy Court, NC Office of Administrative Hearings, and before the United States Tax Court. After a year stint as a solo practitioner in Southern Pines, Jason partnered with Erik Harvey to form Carolina Law Partners. He is responsible for operating the Southern Pines and Rockingham offices. Jason is married with one son and two stepsons and currently lives in Southern Pines. He is a member of the North Carolina Tax Council and a JAG Officer in the North Carolina Army National Guard.
Erik Harvey is a Midwesterner who concentrates his practice in bankruptcy, insolvency, and debt workouts. Erik earned his bachelor’s degree in Accounting, Economics, and Political Science from Santa Clara University, an M.B.A. in Finance from San Jose State University, and his law degree and Master’s in Accountancy from the University of Iowa. After graduation, Erik worked in “Big Four” Accounting as a tax attorney before accepting a clerkship with Chief Bankruptcy Judge William L. Stocks and Judge Thomas L. Waldrep in the Middle District of North Carolina. Erik has significant experience in Chapter 7, Chapter 13, and Chapter 11 bankruptcies.
Sophia Harvey is a member of the firm’s tax controversy team. Sophia has experience representing clients before the IRS and the North Carolina Department of Revenue (NCDOR). She has also represented clients in commercial contract disputes and banks in issuances of commercial mortgage backed securities and collateralized debt obligations. She previously served as a law clerk to Judge Thomas D. Schroeder of the Middle District of North Carolina and Justice Harold F. See of the Supreme Court of Alabama. Sophia graduated magna cum laude from Harvard University with an A.B. in Government and received her J.D. with high distinction from the University of Iowa where she was a member of the Iowa Law Review. She is currently also a candidate for the JSD in taxation from the University of Florida College of Law.
Kristin Rice is a North Carolina native who grew up in Mebane, a small town between Burlington and Chapel Hill. She attended Campbell University where she graduated magna cum laude with a BBA in Trust and Wealth Management and summa cum laude with a MBA, finance concentration. After graduation, Kristin worked as a Trust Relationship Officer at U.S. Trust, Bank of America Private Wealth Management in Providence, Rhode Island. She returned to North Carolina and attended law school at Elon University School of Law. Kristin has experience in trust administration, and practices in the areas of estate planning, estate administration, and taxation. She and her husband live in Pinehurst, NC.
Brandi Richardson Snyder is a native of North Carolina and grew up in Rockingham County. She graduated Summa Cum Laude from Averett University with a BA in Pre-Law. She graduated Magna Cum Laude from North Carolina Central University School of Law. Since that time she has dedicated her practice to consumer bankruptcy law and has handled approximately one-thousand bankruptcy cases thus far in her career. Brandi is active in various animal rescue charities and is a team captain each year in the Thad & Alice Eure Walk for Hope. She and her husband are proud parents to a beautiful baby girl.
John Morris grew up in eastern North Carolina and has been a licensed North Carolina attorney since 2010. He received a BS in Accounting from Methodist College, an MBA from East Carolina University, and a JD from Elon University School of Law. After graduation, John worked in KPMG’s federal tax group before joining Carolina Law Partners as an affiliate. During law school, John clerked on Capitol Hill for the United States House of Representatives Committee on the Judiciary. Prior to law school, John worked for a federal government international relief aid agency in Washington, D.C. handling accounting and budgetary matters. John concentrates his practice in the areas of tax compliance, tax controversy, estate planning, estate and trust administration, and consumer bankruptcy. John is married with one daughter and currently lives in Greensboro. He is a member of the North Carolina Bar Association and Rockingham County Bar.
Chris Culp is from Charlotte and concentrates his practice in bankruptcy, insolvency, business litigation and alternative dispute resolution. Chris earned an A.B. in Political Science from Davidson College and his law degree from the University of North Carolina. Chris has handled over 40 jury trials in both state and federal courts as well as numerous bankruptcy trials and hearings. Chris is a certified mediator in North Carolina and has been involved in numerous mediations and arbitrations involving business disputes, personal injuries, and construction defects. Chris is married and is raising three rescued Labrador Retrievers.
Theresa Valliant has worked for the last twelve years as a paralegal in estate planning and Estate/Probate Administration. She currently works in our Southern Pines office assisting with probate and estate planning matters. Her expertise in these fields makes her a welcome asset to Carolina Law Partners. Theresa has worked in the Moore County area for the past twelve years and provides a sense of confidence in approaching difficult probate and advanced estate planning matters. Theresa is a member of the North Carolina Bar Association – Legal Assistance Division and has been an active member of the Legal Assistance Division for the past ten years. She is currently working toward her North Carolina Certified Paralegal certification and specialization field certification in estate planning, advanced estate planning, and Estate/Probate Administration. Theresa, her husband, and two daughters are residents of Hoke County, where her daughters attend school. She and her family are active in Moore County and attend a local church. She is an avid horseman and enjoys the local equine community of Moore and surrounding areas.
Carla Lindsay is an Enrolled Agent with the Internal Revenue Service. Carla is a graduate of Virginia Tech with a BA in English and Art Minor. She received her Master’s degree in English Education from Lynchburg College. In 2009, she returned to school and received her Associates Degree in Paralegal Studies and became a North Carolina Certified Paralegal in April of 2011. Carla grew up in Forest, Virginia where her family still resides. Today she lives in Greensboro with her husband of 10 years and works in our Winston Salem office. She previously worked on Bankruptcy cases with Erik Harvey and now assists Jason Morton and Sophia Harvey with tax cases, both federal and state.
Larry Lawson is an Enrolled Agent with the Internal Revenue Service. He is a graduate of Appalachian State University with a BSBA in Finance and Banking. He has a background in sales & finance at multiple major car dealerships in the triad area. Larry grew up in Moore County (Seven Lakes) and has recently moved back to the area with his family to work in the Southern Pines office. He is assisting Jason Morton with tax cases, both federal and state, and serves as the office’s staff accountant on client matters.
Ashley Hoss is a graduate of Guilford Technical Community College with an Associate’s Degree in Paralegal Technology. Ashley also has a Bankruptcy Certificate, Corporate Business Certificate and a Real Estate Certificate. Ashley has seven years experience in bankruptcy. Ashley previously worked as Erik Harvey’s paralegal in our Greensboro office before moving with him to work in the Winston Salem office. She will be working on consumer and business bankruptcy cases and assisting with Estate/Probate Administration. Ashley was recently married in August, 2012.
Elizabeth Lawson is a graduate of Appalachian State University with a BSBA in Marketing and Hospitality and Tourism Management. She worked at Grandover Resort & Conference Center in Greensboro before deciding to attend Guilford Technical Community College to receive her Associates Degree in Paralegal Studies. Elizabeth became a North Carolina Certified Paralegal in April 2010 and has been a member of the North Carolina Bar Association paralegal division for two years. Elizabeth previously worked as Erik Harvey’s paralegal in our Greensboro office before moving with her family to Southern Pines to work here as a paralegal. She will be working on bankruptcy cases and assisting with some Estates and Trust cases. She is the proud mother of a new baby boy.