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
CPA
Tyler Clendenin
CPA
Becky Lunsford
ACCOUNTANT
Riley J West
ACCOUNTANT
Matthew Anderson
Staff Accountant
Maggi Weeks
INVESTMENT ADMINISTRATOR
Angela Hall
TAX PROCESSOR
Susan J. DeCourcy
ADMINISTRATIVE COORDINATOR
Elizabeth Morris
ADMINISTRATIVE SUPPORT
Marley Watts
Office Coordinator
Thomas DiCesare
DIRECTOR OF BUSINESS DEVELOPMENT
Christopher McGarvey
CFP®
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