Our team is comprised of financial and estate planning experts as well as tax and accounting services experts. We have CFP® and CPA certified advisers, and we continue to fine tune our skills by attending the best continued education seminars in the U.S. We stay in the know about new tax laws so we can best plan for your situation.
Lori A. Womack, CPA/PFS, CFP®
Financial & Estate Planning; Individual, Estate and Trust Tax
Keri Echols
Individual and Business Tax; Accounting Services
Kayla Hanback
Client Services and Administrative Support
Stephanie K. Kingsford, CPA, CFP®
Financial & Estate Planning; Individual, Business, Estate and Trust Tax
Darla N. Nash, CPA
Individual and Business Tax; Accounting Services
Jodie Perez, CPA
Accounting Services
Gail C. Wall, CPA
Individual Tax