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Initial Consultation
Client Portal LoginContact UsBrett Sheedy, CPA, PFS, CFP, MBA, JD, LLM – CEO and Director of Planning & Advisory Services
Eric Daniels, CPA – Director of Business Accounting Services
Misty Davis – Chief Operating Officer
Scott Rutherford, EA – Director of Tax Services
Tax Team
Cathy Vance, CPA – Tax Manager
Jana Lile, CPA – Tax Manager
Andi Kelley – Tax Senior Staff
Felicia Willoughby – Tax Administrator
Kimber Daniels – Reception & Tax Customer Service
Business Accounting Services Team
Rebecca Eatman, CPA – Accounting Manager
Ross Singer – Accounting Manager
John Ranelli - Accounting Manager
Ming White – Accounting Senior Staff & Sales Tax Manager
Brooke Sheedy – Accounting Staff
Tax Team
Tammy West, EA – Tax Senior Manager
Austin Tankersley, EA – Tax Senior Staff
Heather Brock – Tax Administrator
Sera Rocks – Reception & Tax Customer Service
Business Accounting Services Team
Jenny Vinson – Accounting Manager
Carol Segroves – Accounting Manager
Carolyn Trevarthen – Accounting Senior Staff
Heather Boatright – Accounting Senior Staff & Payroll Manager
