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Key Contacts Sheet
ALL
Chattanooga
memphis
cleveland
wealth
Bookkeeping
ALL
Chattanooga
memphis
cleveland
Pensacola
wealth
Bookkeeping
Aaron
Lazor
IT Support Manager
Chattanooga
423-702-7263
| Ext.
204
Abigail
Bentley
Supervisor
Chattanooga
4237027933
| Ext.
162
Adam
Osborne
Partner
Cleveland
(423) 702-8395
| Ext.
182
Aidan
Kennedy
Staff Accountant
Chattanooga
| Ext.
Alea
Greene
Supervisor
Chattanooga
(423) 541-2026
| Ext.
Alexandra
Foote
Supervisor
Chattanooga
423-541-2034
| Ext.
Ally
Locke
Supervisor
Chattanooga
4239547502
| Ext.
244
Alyssa
Love
Intern
Chattanooga
| Ext.
Amanda
Steffes
Intern
| Ext.
Amanda
Benigno
Accounting Intern
Pensacola
(850) 612-6989
| Ext.
Amanda
Lord
Bookkeeping
Pensacola
000
| Ext.
Amber
Mueller
Senior Manager
Chattanooga
423-702-8392
| Ext.
181
Ammiah
Stafford
Senior Accountant
Cleveland
731-478-4518
| Ext.
Andrew
Cook
Wealth Advisor / Partner
Chattanooga
423.933.1825
| Ext.
825
Andrew
Zimmerman
Supervisor
Chattanooga
423-702-8147
| Ext.
239
Anna
Stroud
Administrative Assistant
Chattanooga
(423) 702-8393
| Ext.
173
Annie
Buffler
Senior Accountant
Chattanooga
423-702-7221
| Ext.
201
Ashlyn
Henderson
Recruiter
Chattanooga
(615) 987-8232
| Ext.
Aubrey
Consiglio
Manager
Chattanooga
(423) 541-2033
| Ext.
236
Austin
Margist
Accounting Intern
Pensacola
(850) 889-3856
| Ext.
Avery
Rooker
Intern
Memphis
| Ext.
Bailey
Howard
Wealth Advisor
Chattanooga
4239547551
| Ext.
828
Becca
Denison
Manager
Chattanooga
(423) 702-7255
| Ext.
126
Ben
Russell
Supervisor
Memphis
9012610317
| Ext.
642
Ben
Allen
Tax Manager
Chattanooga
(423) 702-8154
| Ext.
158
Beth
White
Sr. Manager
Memphis
9012611352
| Ext.
Betsy
Henson
Administrative Assistant
Chattanooga
4237027272
| Ext.
113
Beverly
Edge
COO, General Counsel, & Partner
Chattanooga
(423) 304-3869
| Ext.
118
Bishop
Norris
Director
Memphis
(901) 261-0326
| Ext.
650
Blake
Kinder
Senior Manager
Chattanooga
4237027256
| Ext.
507
Blake
Bennett
Partner
Chattanooga
4239338233
| Ext.
125
Brad
Culbreth
Senior Manager
Chattanooga
4238278432
| Ext.
123
Brad
McClung
Controller
Chattanooga
6158877523
| Ext.
143
Branden
Wilson
partner
chattanooga
(423) 702-8151
| Ext.
Brian
Miller
Senior Tax Manager
Chattanooga
(423) 541-2032
| Ext.
235
Brian
Baker
Partner
Chattanooga
(423) 702-7923
| Ext.
149
Brittany
Carman
Partner
Chattanooga
4235412024
| Ext.
227
Brittany
Woods
Senior Accountant
Memphis
(901) 687-7959
| Ext.
653
Brock
Oliver
Partner
Chattanooga
| Ext.
Bryce
DiDonato
Staff Accountant
Chattanooga
| Ext.
Caleb
Litton
Staff Accountant
Chattanooga
(615) 772-3060
| Ext.
Carol
Miller
Office Manager
Pensacola
| Ext.
Caroline
Daniel
Senior Accountant
Chattanooga
423-702-7935
| Ext.
157
Caroline
Moseley
Senior Manager
Chattanooga
| Ext.
Carter
Edge
Intern
Chattanooga
(423) 596-2502
| Ext.
189
Cassie
Bell
Senior Tax Manager
Cleveland
| Ext.
Catelyn
Millaway
Senior Accountant
Chattanooga
423-702-7928
| Ext.
160
Chad
Goodman
Partner
Chattanooga
4237028146
| Ext.
171
Charleen
Avilla
Full Charge Bookkeeper
Chattanooga
(423) 708-7705
| Ext.
Chelsea
O'Shields
Senior Manager
Chatttanooga
(423)702-8157
| Ext.
207
Cheryl
McCoy
IT/Payroll Specialist
Pensacola
| Ext.
Cheryl
Grossnickle
staff accountant
Pensacola
(301) 465-0679
| Ext.
Chris
Sislo
Wealth Manager
Chattanooga
423-269-1909
| Ext.
819
Chris
Van Der Merwe
Manager
Chattanooga
4233412691
| Ext.
144
Chris
Walker
Partner
Pensacola
| Ext.
Christina
Dill
Partner
Chattanooga
(423) 708-7704
| Ext.
503
Christine
Davis
Dealership Specialist
Chattanooga
6072374146
| Ext.
Christopher
Day
Chief Innovation Officer
Chattanooga
(423) 322-9722
| Ext.
Cindy
Morales
Staff Accountant
Chattanooga
| Ext.
Cindy
MacAulay
Advisory Partner
Memphis
(843) 437-0448
| Ext.
Clint
Pearson
Partner
Memphis
(901) 651-3529
| Ext.
Cole
Guess
Senior Accountant
Chattanooga
(423)-702-7927
| Ext.
136
Corinne
Cooze
Administrative Assistant
Chattanooga
(423) 756-7771
| Ext.
Courtney
Stevens
Administrative Assistant
Chattanooga
423-541-2038
| Ext.
208
Daniel
Sheets
Partner
Chattanooga
(423) 702-7273
| Ext.
114
Daniel
Geoffrion
house keeping
Chattanooga
4237567771
| Ext.
Daniel
Vailes
Senior Accountant
Memphis
901-261-0320
| Ext.
646
Danielle
Daniels
Front Desk Receptionist
Memphis
9016834234
| Ext.
600
Danielle
Brock
Dealership Specialist
Memphis
| Ext.
Darrin
Yoder
Partner
Memphis
9016064062
| Ext.
614
Dave
Wildman
Director
Memphis
(901) 262-0447
| Ext.
Deanie
Head
Bookkeeping Specialist
Chattanooga
(423) 702-8142
| Ext.
141
Devante
Hubbard
Help Desk Support
Memphis
(901) 675-5120
| Ext.
Diann
Vail
Receptionist
Chattanooga
(423) 702-8156
| Ext.
161
Dianne
Vieitez
Administrative Assistant
Pensacola
(850) 434-5574
| Ext.
Donald
Daniel
Staff Accountant
Memphis
(901) 261-1363
| Ext.
644
Donna
Langerud
Senior Tax Manager
Chattanooga
832-647-2773 (mobile)
| Ext.
Donnie
Hutcherson
Managing Partner
Chattanooga
(423) 667-4081
| Ext.
105
Drake
Dupree
Intern
Chattanooga
| Ext.
Drew
Linkous
Staff Accountant
Cleveland
(423) 462-4008
| Ext.
Drew
Morgan
Supervisor
Chattanooga
(205) 586-5477
| Ext.
Eli
Adams
Intern
Chattanooga
| Ext.
Elizabeth
Bunner
Accounts Payable
Chattanooga
(423) 702-7242
| Ext.
219
Elizabeth
Oberg
Senior Manager
Chattanooga
(423) 702-7223
| Ext.
163
Emily
Brown
Senior Accountant
Chattanooga
(423)-713-5749
| Ext.
133
Eric
Liddy
Senior Tax Manager
Chattanooga
(423) 702-8140
| Ext.
135
Erica
Smith
Partner
Memphis
| Ext.
Ethan
Toomire
Staff Accountant
Cleveland
| Ext.
Evan
Litton
Staff Accountant
Chattanooga
(615) 956-3547
| Ext.
000
Evan
Seagle
Wealth Advisor
Pensacola
| Ext.
Felicia
Lasater
Senior Manager
Chattanooga
423-702-7248
| Ext.
216
Gabby
Gregory
Client Service Rep
Chattanooga
4237027922
| Ext.
820
Gabrielle
Galluzzi
Senior Accountant
Chattanooga
4239547515
| Ext.
248
Garrett
Surles
Senior Tax Manager
Memphis
901-261-1351
| Ext.
659
Garrett
Williams
Manager
Rossville
4238139863
| Ext.
Gina
Cook
Compliance Officer
Chattanooga
(423) 933-1816
| Ext.
816
Grant
Rice
Staff Accountant
Chattanooga
(423) 305-2908
| Ext.
Greg
Ritter
Senior Manager
Memphis
9012610325
| Ext.
613
Hannah
Dunham
Supervisor
Memphis
(901) 261-1370
| Ext.
620
Hannah
Jones
Intern
Memphis
(731) 602-0201
| Ext.
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