About Us

Our Team

Tracy-1

Tracy Davis

Tax Senior

Allison

Allison Miller

Production Coordinator

Ian

Ian Paradis

Director of Customer Experience & Operations Manager

Deb

Deborah McKee

Accounting Manager

Joanna Mobley

Senior Advisor

Jakitta Sullivan

Senior Advisor

Rachel Andrews

Business Development Manager

Shannon Murphy

Senior Advisor

Ryan Jones

Systems Administrator

Lisa

Lisa Wagner

Associate Advisor

Britta Gervais

Associate Advisor

Emily

Emily Allen

First Impressions Coordinator

Mindy-1

Mindy Murphy

Senior Advisor

Jaclyn Walden

Office Administrator

Senior Accounting Manager

Tyler Bruce

Associate Advisor