Our Team

H. Lee Wall
CPA/PFS, CFP®
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Robert L. Titus
CPA
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
TAX MANAGER
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Riley J West
ACCOUNTANT
Matthew Anderson
SENIOR STAFF ACCOUNTANT
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Brock Clendenin
STAFF ACCOUNTANT
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Conner Ellis
Staff Accountant
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Angela Hall
TAX PROCESSOR
Susan J. DeCourcy
ADMINISTRATIVE COORDINATOR
Elizabeth Morris
ACCOUNTING COORDINATOR
Marley Freeman
INVESTMENT ADMINISTRATOR
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Brooke Averitt
ADMINISTRATIVE SUPPORT/MARKETING
Thomas DiCesare
DIRECTOR OF BUSINESS DEVELOPMENT
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Christopher McGarvey
CFP®
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About UsOur Team