Our Team H. Lee WallCPA/PFS, CFP®Robert L. TitusCPAAlicia JamesCPAIra AndersonCPAWendy A. LeeCPAPriscilla H. BorenCPA, MBALauren GreggCPATyler ClendeninCPARiley J WestACCOUNTANTMatthew AndersonStaff AccountantAngela HallTAX PROCESSORSusan J. DeCourcyADMINISTRATIVE COORDINATORElizabeth MorrisACCOUNTING COORDINATORMarley WattsINVESTMENT ADMINISTRATORBrooke AverittADMINISTRATIVE SUPPORT/MARKETINGThomas DiCesareDIRECTOR OF BUSINESS DEVELOPMENTChristopher McGarveyCFP® Contact Us Name* Company Name Email* PhoneHow can we help you?*CAPTCHAPhoneThis field is for validation purposes and should be left unchanged.