Accountant named to bank board
Four Oaks Bank has named Lisa B. Denny to its advisory board in the Cleveland community.
A certified public accountant, Denny owns and manages her own practice in Clayton, where she has extensive experience in individual and corporate taxes and specializes in small-business services. Denny helps clients with income-tax planning and preparation, financial and retirement planning, and estates and trusts.
A CPA with 27 years of experience, Denny established her own firm in 2006 after working with C.D. Holland & Co. in Raleigh. She is graduate of Barton College, formerly Atlantic Christian College, with a bachelor’s degree in accounting.
“We are proud to welcome Lisa to our advisory board,” said David Hall, senior vice president and Garner city executive for Four Oaks Bank. “Her business expertise will certainly bring additional value and insight to our distinguished group of advisers.”
A Clayton native, Denny has two sons, Harrison and Holden.
Aspect Financial opens New Bern office
Aspect Financial, headquartered in Smithfield, has opened an office in New Bern. Now with eight offices in central and eastern North Carolina, the company has offered investments and financial advice since 2011.
“We are very excited about our new location in New Bern.” said Donna Allen, one of two managing partners. “This is a great opportunity to serve new families in a wonderful town.”
The firm’s structure allows advisers to run an independent business while drawing from the knowledge and experience of a network of their peers.
Chris Key is the second managing partner. “We serve our clients and our community through the principles of service, integrity and relationship and have found that many advisers want to align with those principles to serve their clients,” he said.
The Chamber Women’s Business Network will hold “Taste of Tuscany,” a summer social, from 5 to 7 p.m. Thursday, Aug. 15, in Room 1404 of the Johnston Medical Mall on North Bright Leaf Boulevard in Smithfield. The cost is $12 per person and includes heavy hors d’oeuvres, lemonade and a raffle.
Free business seminars
The Small Business Center at Johnston Community College has scheduled the following free seminars. To register, call Shelley Gardner at 919-209-2591, email firstname.lastname@example.org or visit www.johnstoncc.edu/sbcseminars.aspx.