Business Advisory Services

Business Services Engagement Manager

Rebecca Anderson

Senior Tax Advisor

Bill Armistead, CPA

Financial Advisor

Leslie Ballantine, CPFA

Senior Business & Tax Advisor

Jason Brangers

Director, Retirement Plan Solutions

Stephanie Broughton

Vice President, Business Services Division

Michael Bryan, CPA

Tax & Business Advisor

Katie Butler, CPA

Senior Accountant

Jacey Dakin

Financial Advisor

Jeremy Davis

Senior Dental Business Advisor

Kathy Goodman

Financial Advisor

Jeff Graf

Tax & Business Advisor

Josh Herman

Tax & Business Advisor

Emily Herring, CPA

Tax & Business Advisor

Jason Hill, CPA

Senior Tax & Business Advisor

Nikki Hollis, CPA

Accountant

Madison Holsten

Financial Advisor

Nick Jackson

Tax & Business Advisor

Darcy James

Director, Business Advisory Services

Shannon Jenkins

Accountant

Wesley Jorette

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 Business Services Advisor

Craig Nance

Senior Accountant

Elaine Phillips

Financial Advisor

Mark Priebe, CPFA

Tax & Business Advisor

Nick Sheeley

Client Service Administrator

Lindsey Addison Shimin

Senior Accountant

Morgan Simpson

Accountant

TC Smith

Accounting Coordinator

Jean Steffan

Accountant

Bob M Thieman

Consultant

Charles Thieman

Client Service Administrator

Kendra Thornburg

Senior Accountant

Megan Tivitt

Tax & Business Advisor

Philip Tivitt

Financial Advisor

Jim Trujillo

Senior Accountant

Lori Vowels

Tax & Business Advisor

Jacob Ward, CPA

Senior Financial Advisor

Jamie Weissman, CPFA, AIFA®

Client Service Administrator

Amanda Yearns

Vanessa Blue

Vanessa Blue

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

Client Experience Administrator

Courtney Gentry

Senior Accountant

Bethany Gibson

Manager

Carrie Grey

Staff Accountant

Matthew Hay

Client Service Administrator

Karen Hunley

Senior Accountant

Tyler Jenkins

Staff Accountant

Courtney Johnson

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

Tax & Business Advisor

Christy Craig

Client Experience Administrator

Katie Stenger

Client Service Administrator

Becky Kingery

Accountant

Sarah Patton