J. Alex Heroy

Frank Schall has been recognized by his peers and clients for his white-collar, internal investigations, and regulatory defense work and is a seasoned attorney with significant experience in a wide range of healthcare litigation, commercial litigation, and financial services matters. Having spent time working as a prosecutor and for a large financial institution overseas, Frank brings a breadth of experience and perspectives to his representation of individuals, small businesses, and large co...

Sean McIlveen is a lawyer recognized by Best Lawyers in the practice areas of Family Law, Family Law Arbitration, Family Law Mediation and Mediation. Sean practices law in Gastonia, North Carolina Best Lawyers has recognized Sean McIlveen since 2024. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Sean McIlveen is held by other lawyers.

Representing buyers, sellers, lenders, borrowers and underwriters, Rick Hazlett brings strategic insight to parties in various financing transactions. Rick focuses his financial services practice on lending, letter of credit and leasing transactions, mergers and acquisitions, securities and tax-exempt finance. He is often engaged to advise on complex business and finance transactions, and regularly advises corporations and other businesses on acquisitions, securities and other corporate matters.

Timothy Sheriff is a lawyer recognized by Best Lawyers in the practice area of Personal Injury Litigation - Plaintiffs. Timothy practices law in Charlotte, North Carolina Best Lawyers has recognized Timothy Sheriff since 2026. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Timothy Sheriff is held by other lawyers.

John Baron is the lead partner of the Charlotte office’s Federal and International Tax Group, partner-in-charge of the Charlotte office and chair of the partners committee. His practice is principally transactional in nature, and his clients include both domestic and foreign companies and financial institutions, as well as private equity firms, CDOs and hedge funds. He regularly provides tax structuring advice and renders tax opinions with respect to mergers and acquisitions, structured...

Caitlin Horne is a member of Moore & Van Allen’s Wealth Transfer group. She is a Fellow of the American College of Trust and Estate Counsel, a North Carolina Board Certified Specialist in estate planning and probate law, and holds an advanced degree in Taxation with a Certificate in Estate Planning from Georgetown University Law Center. Caitlin’s practice is focused on providing high-net-worth individuals and multigenerational families with sophisticated estate, tax, and busin...

Brian Hayles focuses his practice on advising clients in the healthcare sector. As a seasoned antitrust attorney, Brian provides guidance on hospital and physician practice mergers, antitrust litigation, federal and state antitrust investigations, and managed care contracting practices. He earns his clients’ trust by cutting to the chase and getting results. With clients across the United States, Brian has taken a leading role in matters from Maine to California. He has a wealth of expe...

Margaret Santen is a lawyer recognized by Best Lawyers in the practice area of Litigation - Labor and Employment. Margaret practices law in Charlotte, North Carolina Best Lawyers has recognized Margaret Santen since 2025. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Margaret Santen is held by other lawyers.

Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...

Michael Giovannini has established himself as a creative strategist in the fast-moving world of state tax and unclaimed property. Clients rely on Michael to provide practical planning advice and technical guidance on a wide variety of cutting-edge issues, including those impacting financial services and stored value card programs. As a member of the Unclaimed Property Team, Michael concentrates on providing comprehensive advice and guidance to clients regarding multistate unclaimed property p...