Our Team
H. Lee Wall
CPA/PFS, CFP®
Robert L. Titus
CPA
Alicia James
CPA
Ira Anderson
CPA
Wendy A. Lee
CPA
Priscilla H. Boren
CPA, MBA
Lauren Gregg
TAX MANAGER
Riley J West
ACCOUNTANT
Matthew Anderson
SENIOR STAFF ACCOUNTANT
Brock Clendenin
STAFF ACCOUNTANT
Conner Ellis
Staff Accountant
Angela Hall
TAX PROCESSOR
Susan J. DeCourcy
ADMINISTRATIVE COORDINATOR
Elizabeth Morris
ACCOUNTING COORDINATOR
Marley Freeman
INVESTMENT ADMINISTRATOR
Brooke Averitt
ADMINISTRATIVE SUPPORT/MARKETING
Thomas DiCesare
DIRECTOR OF BUSINESS DEVELOPMENT
Christopher McGarvey
CFP®
Contact Us