Our Team

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H. Lee Wall
CPA/PFS, CFP®
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Robert L. Titus
CPA
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Alicia James
CPA
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Ira Anderson
CPA
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Wendy A. Lee
CPA
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Priscilla H. Boren
CPA, MBA
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Lauren Gregg
CPA
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Tyler Clendenin
CPA
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Becky Lunsford
ACCOUNTANT
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Riley J West
ACCOUNTANT
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Matthew Anderson
Staff Accountant
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Maggi Weeks
INVESTMENT ADMINISTRATOR
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Angela Hall
TAX PROCESSOR
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Susan J. DeCourcy
ADMINISTRATIVE COORDINATOR
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Elizabeth Morris
ADMINISTRATIVE SUPPORT
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Marley Watts
Office Coordinator
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Thomas DiCesare
DIRECTOR OF BUSINESS DEVELOPMENT
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Christopher McGarvey
CFP®
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