Brendren Austin
CPA, Financial Planner
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Heidi Barnett
CPA, Financial Planner
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Trevor Bates
CPA, Financial Planner
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Bradley Blasingame
CPA, Financial Planner
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Brian Bortz
CPA, Partner
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Lauren Bostick
CPA, Financial Planner
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Caitlin Bryan
CPA, Wealth Advisor
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Darrell Cain
CPA, Founding Partner
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Steve Cain
CPA, Partner
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Blake Chandler
CPA, Financial Planner
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Brad Clapp
CPA, Partner
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Scott Clynch
CPA, Financial Planner
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Judson Crawford
CPA, Partner
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Ed Daude
CPA, Financial Planner
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Julie Denham
CPA, Financial Planner
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David Forbess
CPA, Partner
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Brittany Frazier
CPA, Financial Planner
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Justin Fry
CPA, Financial Planner
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Jennifer Gage
CPA, Financial Planner
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Tom Gates
CPA, Financial Planner
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Gizelle Grace
Wealth Management Specialist
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Tim Greaves
CPA, Partner
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Holly Grube
CPA, Financial Planner
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William T. Harrigan
CPA, Financial Planner
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Zane Harris
CPA, Financial Planner
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Brook Hoover
CPA, Financial Planner
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Eric Jacobsmeyer
CPA, Partner
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Jennifer Klein
CPA, Financial Planner, Director of Financial Planning
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Keith Klein
CPA, Financial Planner
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Laura Lamar
CPA, Financial Planner
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Eric Lamm
CPA, Financial Planner
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Toni Lee
CPA, Partner
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Scott Lyle
CPA, Financial Planner
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Sarah Oliver
CPA, Financial Planner
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Jonathan Perry
CPA, Financial Planner
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Matt Peterson
CPA, Financial Planner
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Sam Richter
CPA, Financial Planner
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Aaron Rosenthal
CPA, Financial Planner
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Erica Grant Sanders
CPA, Financial Planner
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Tom Sanders
CPA, Partner
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Hunter Satterfield
CPA, Partner
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Austyn Scott
CFP, Wealth Advisor
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Regan Stephenson
CPA, Financial Planner
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Mason Stern
CPA, Partner
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Angie Svitak
CPA, Financial Planner
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Ben Svoboda
CPA, Financial Planner
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Shane Warburton
CPA, Partner
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Dan Wicker
CPA, Managing Partner
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OUR LEADERSHIP TEAM

J.J. Anderson
Tax Director
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Jeremy Bolf
Chief Compliance Officer
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Rhonda Davenport
Chief People Officer
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Tammy DeVinny
Director of Accounting
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Scott Erwin
Chief Operating Officer
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Erin Jeffries
Chief Marketing Officer
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Fernando Muñoz
Director of IT
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NEW CLIENT SERVICES

Suzzane Clements
New Client Services
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Charles Loretto
Partner/New Client Services
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Kaitlin Mitchell
New Client Services and Seminars
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Alex Westmoreland
New Client Services
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