Our Team

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

Contact Us

  • This field is for validation purposes and should be left unchanged.
About UsOur Team