Business Advisory Services

Business Services Engagement Manager

Rebecca Anderson

Senior Tax Advisor

Bill Armistead, CPA

Retirement Plan Advisor

Leslie Ballantine, CPFA

Accountant

Abby Blandford

Senior Business & Tax Advisor

Jason Brangers

Director, Retirement Plan Solutions

Stephanie Broughton

Senior Business Services Advisor

Mark Brown

Vice President, Business Services Division

Michael Bryan, CPA

Tax & Business Advisor

Katie Butler, CPA

Tax & Business Advisor

Charlene Chessler

Senior Accountant

Jacey Dakin

Senior Financial Advisor

Jeremy Davis, CFP®, CExP™, CHBC, CEPA

Senior Business Advisor, ESOP and M&A

Angie Duncan, CPA

Client Service Administrator

Trina Durbin

Senior Dental Business Advisor

Kathy Goodman

Senior Retirement Plan Advisor

Jeff Graf

Senior Accountant

Amanda Harris

Tax & Business Advisor

Josh Herman

Tax & Business Advisor

Emily Herring, CPA

Senior Tax & Business Advisor

Nikki Hollis, CPA

Retirement Plan Advisor

Nick Jackson

Tax & Business Advisor

Darcy James

Director, Business Advisory Services

Shannon Jenkins

Accountant

Wesley Jorette

Retirement Plan Advisor

Raymond Keith

Tax & Business Advisor

Rashad King

Retirement Plan Process Specialist

Becky Kingery

Client Service Administrator

Caroline Koenig

Senior Financial Advisor

Gavin Koenig

Financial Advisor

Boone Lewis

Tax & Business Advisor

Vince Mazzone, J.D., EA

Tax Compliance Process Manager

Morgan McDowell

Senior Tax & Business Advisor

Patrick McGuire, CPA

Senior Business Services Advisor

Craig Nance

Tax & Business Advisor

Max Orwick

Senior Accountant

Elaine Phillips

Retirement Plan Advisor

Mark Priebe, CPFA

Tax & Business Advisor

Nick Sheeley

Retirement Plan Services Administrative Manager

Lindsey Addison Shimin

Senior Accountant

Morgan Simpson

Accountant

TC Smith

Accounting Coordinator

Jean Steffan

Tax & Business Financial Advisor

Alanson Stumler

Accountant

Bob M Thieman

Business Services Administrative Manager

Kendra Thornburg

Senior Accountant

Megan Tivitt

Tax & Business Advisor

Philip Tivitt

Senior Retirement Plan Advisor

Jim Trujillo

Tax & Business Advisor

Jacob Ward, CPA

Senior Retirement Plan Advisor

Jamie Weissman, CPFA, AIFA®

Retirement Plan Service Coordinator

Amanda Yearns

Vanessa Blue

Vanessa Blue

Senior Accountant

Sheila Brandenburg

Senior Business & Tax Advisor

Chris Carter

Business Services Administrator

Carol Clark

Supervisor

Jacob Clemons

Senior Accountant

Tim Cooper

Senior Accountant

Blake Ditto

Senior Accountant

Sarah Durham

Business Services Advisor

Stephenie Farrow

Senior Accountant

Bethany Gibson

Manager

Carrie Grey

Staff Accountant

Matthew Hay

Client Service Administrator

Karen Hunley

Senior Accountant

Tyler Jenkins

Senior Manager

Scott Kisselbaugh

Senior Manager

Philip Logsdon

Business Services Administrator

Julie Marlow

Senior Accountant

Steve Roy

Business Services Administrator

Claudia Showers

Staff Accountant

Thomas Stasel

Senior Accountant

Lisa Thompson

Business Services Administrator

Carol Vowels

Business Services Administrator

Laura Watts

Staff Accountant

Morgan Wyatt

Client & Business Services Administrator

Shelby Dillon

Senior Tax Accountant

April Essex

Advisor

Brenda Johnson

Staff Accountant

Dustin Kindervater

Receptionist & Business Services

Marsha Logsdon

Receptionist & Business Services

Tricia Mattingly

Manager

Jill Reiter

Staff Accountant

Maria Weis

Senior Tax & Business Advisor

Christy Craig, CPA

Client Service Administrator

Becky Kingery

Accountant

Sarah Patton