Our Team

  • Todd Williams, CPA, CVA, ABI

    Chief Strategy & Relationships Officer

  • Mac McSwain, CPA

    CEO & Tax Director

  • Wade Lopez, MSFS, CFP

    Partner

  • Eric Blake

    COO & Advisory Specialist

  • Kellie Wright, CPA

    Senior Tax Specialist

  • Tim Scott, CPA

    Senior Tax Specialist

  • Tyler Rowland, CPA

    Accounting Manager

  • Chase Blower

    Tax Technician

  • John Baker

    Controller / Accounting Specialist

  • Carl Black

    Client Services Controller

  • Linda See

    Accounting Specialist

  • Bobbie Blanton

    Accounting Specialist

  • Miranda Moore

    Accounting Technician

  • Alaisha Daniels, ABI

    Business Acquisition Ad

  • Jasmine Johnson

    Office & Client Services Specialist

  • Alexis Williams

    Marketing Coordinator / Executive Assistant