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Key Contacts Sheet
ALL
Chattanooga
memphis
cleveland
wealth
Bookkeeping
ALL
Chattanooga
memphis
cleveland
Pensacola
wealth
Bookkeeping
Hannah
Jones
Intern
Memphis
(731) 602-0201
| Ext.
Hannah
Anderson
Office Administrator
Chattanooga
4237027934
| Ext.
223
Harsh
Tawade
Staff Accountant
Pensacola
(469) 427-4539
| Ext.
Hillary
Cart
Audit Manager
Chattanooga
1 (423) 702-7937
| Ext.
Irving
Sandoval-Gonzalez
Senior Accountant
Memphis
901-261-0328
| Ext.
652
Isaiah
Tucker
Processing Intern
Chattanooga
000
| Ext.
Jacarre
Stanfield
Senior Accountant
Memphis
9013558720
| Ext.
607
Jack
Limerick
Supervisor
Chattanooga
(423) 702-7929
| Ext.
214
Jack
London
Director
Chattanooga
423.702.7277
| Ext.
119
Jackson
Vetetoe
Supervisor
Chattanooga
| Ext.
Jacob
Brown
Wealth Advisor
Chattanooga
4237027926
| Ext.
821
Jacob
Pardue
Manager
Chattanooga
423-330-3394
| Ext.
233
Jada
Pham
Staff Accountant
Chattanooga
| Ext.
James
Huang
Staff Accountant
Memphis
(920) 216-5131
| Ext.
000
Jamie
McLean
Wealth Advisor
Chattanooga
4237027939
| Ext.
188
Janet
Byrne
Supervisor
Chattanooga
(423) 708-7702
| Ext.
501
Janice
Dougherty
Administrative Assistant
Chattanooga
423/702-7699
| Ext.
223
Japhet
Townsend
Senior Accountant
Chattanooga
4237087701
| Ext.
241
Jasmine
Blyther
Processing Associate
Chattanooga
| Ext.
Jayde
Hensley
Intern
Memphis
(901) 288-3142
| Ext.
Jenna
Thomasson
Accounts Receivable
Chattanooga
423-541-2020
| Ext.
184
Jennifer
Wall
Senior Accountant
Chattanooga
4237135759
| Ext.
137
Jennifer
Fryar
Senior Manager
Chattanooga
| Ext.
Jessi
Blackwell
Firm Controller
Chattanooga
423-541-2023
| Ext.
226
Jessica
Seard
Supervisor
Chattanooga
423-541-2028
| Ext.
231
Jessica
Hetzler
Manager
Chattanooga
4237027222
| Ext.
202
Jessica
Boles
Supervisor
Chattanooga
4237087703
| Ext.
502
Jessica
Rossman
Bookkeeping Specialist
Chattanooga
(423) 713-5745
| Ext.
Jill
Wynn
Executive Assistant
Chattanooga
4237028159
| Ext.
164
Jimmy
Barnett
Senior Manager
Chattanooga
(423) 385-5775
| Ext.
000
Joe
Arrigo
Director of Recruiting
Chattanooga
(916) 879-7712
| Ext.
153
Joel
Sauve
Staff Accountant
Chattanooga
(513) 448-8213
| Ext.
145
Joel
Freund
Director
Chattanooga
(202) 264-9133
| Ext.
634
John
Dunham
Wealth Advisor
Chattanooga
(423) 933-3891
| Ext.
817
John
Coker
Partner
Chattanooga
423-490-5387
| Ext.
179
John
Eger
Senior Manager
Chattanooga
(336) 830-2464
| Ext.
John Michael
Holladay
Senior Accountant
Chattanooga
423-702-7938
| Ext.
187
Jon
Finlay
Senior Manager
Chattanooga
(423) 834-4785
| Ext.
000
Jon Paul
Davis
Managing Partner, Memphis
Memphis
(423) 667-9850
| Ext.
661
Jones
Krogh
Partner, Wealth Advisor
Chattanooga
4239332106
| Ext.
824
Joseph
Burd
Supervisor
Chattanooga
423-541-2029
| Ext.
232
Josh
Shoemaker
Supervisor
Chattanooga
(423) 706-7268
| Ext.
Joshua
Cropp
Wealth Advisor
Chattanooga
4237027924
| Ext.
818
Justin
Griggs
Staff Accountant
Chattanooga
| Ext.
Kaitlyn
Dozier
Senior Accountant
Memphis
(901) 261-1362
| Ext.
612
Karen
Clement
Tax Director
Chattanooga
706-581-0404
| Ext.
0
Karli
Tilley
Staff Accountant
Chattanooga
0
| Ext.
Karsyn
Guffey
Senior Accountant
Chattanooga
| Ext.
Karyme
Brooks
Staff Accountant
Memphis
(901) 246-6189
| Ext.
640
Katherine
Mimms
Client Service Associate
Chattanooga
423-713-5741
| Ext.
224
Kathy
Austin
Supervisor
Chattanooga
(423) 702-7693
| Ext.
129
Keely
Sinclair
Billing Dept Mgr
Chattanooga
423-702-7921
| Ext.
155
Keenan
Cox
Senior Accountant
Chattanooga
615-972-8154
| Ext.
252
Kellye
Cawood
Senior Accountant
Cleveland
4237908669
| Ext.
195
Kelry
Mann
HR Generalist
Chattanooga
423-702-7225
| Ext.
205
Kendra
Coleman
Manager
Chattanooga
423-713-5757
| Ext.
186
Khushi
Patel
Staff Accountant
Memphis
| Ext.
Kim
Cooley
Communications Director
Chattanooga
4237028380
| Ext.
165
Kim
Huskey
Senior Tax Manager
Chattanooga
(423) 702-7690
| Ext.
122
Kimberly
Lawrence
Director
Chattanooga
(423) 256-8125
| Ext.
Kimberly
Parker
Intern
Chattanooga
| Ext.
Kimberly
Pearson
Bookkeeper
Memphis
000
| Ext.
Kira
Wheat
Partner
Chattanooga
423-702-8144
| Ext.
103
Kortney
Saunders
Office Administrator
Cleveland
(423) 708-3980
| Ext.
Kristen
Boynton
Senior Accountant
Chattanooga
(423) 702-7695
| Ext.
130
Kyla
Johnston
Administrative Assistant
Chattanooga
6784280102
| Ext.
Kyle
Briner
Senior Manager
Chattanooga
423-702-7259
| Ext.
213
Larry
Young
BILDING MANAGER
MEMPHIS
(901) 436-9510
| Ext.
Lauren
Crowe
Manager
Chattanooga
423-702-7931
| Ext.
Laurie
Stiles
Director of Marketing
Memphis
901.261.1384
| Ext.
Leah
Easterly
Processing Intern
Chattanooga
42632909240
| Ext.
Lee
Ferguson
Partner
Memphis
(314) 603-3966
| Ext.
Leigh Ann
Merwin
Director
Memphis
(901) 488-6165
| Ext.
656
Lindsey
Juenemann
Manager
Memphis
7853021561
| Ext.
637
Lindsey
Bouldin
Senior Manager
Cleveland
6154381442
| Ext.
156
Lisa
Tyree
Senior Manager
Pensacola
(573) 291-4152
| Ext.
Liz
Glidewell
Dealer Specialist
Memphis
(504) 723-2093
| Ext.
000
Logan
George
Supervisor
Chattanooga
423-541-2025
| Ext.
228
Logan
McMullen
Staff Accountant
Chattanooga
(318) 317-5149
| Ext.
Londyn
Horton
Intern
Chattanooga
(423) 270-0608
| Ext.
Lori
Crawford
Administrative Assistant
Chattanooga
423-702-8149
| Ext.
150
Madelyne
Shamblin
Client Service Representative
Chattanooga
(423) 506-8494
| Ext.
Madison
Dispensa
Staff Accountant
Cleveland
423-368-2562
| Ext.
1
Makaylah
Ariazi
Marketing & Communications Manager
Chattanooga
615-838-2777
| Ext.
154
Marianne
Lorren
CPA
Chattanooga
423-994-4641
| Ext.
Mark
Lauber
Tax Partner
Memphis
(901) 261-1355
| Ext.
605
Matthew
Shepherd
Staff Accountant
Chattanooga
(615) 924-2617
| Ext.
Matthew
Thurman
Supervisor
Chattanooga
4237028381
| Ext.
166
Matthew
Long
Staff Accountant
Memphis
| Ext.
Maverick
Malone
Admin
Chattanooga
423-702-8385
| Ext.
170
Maya
Jones
Administrative assistant
Memphis
(901) 683-4234
| Ext.
McCall
Marbury
Senior Manager
Cleveland
4237135743
| Ext.
247
Michael
Vance
Staff Accountant
Chattanooga
(423) 756-7771
| Ext.
195
Michael
Murphy
Senior Manager
Chattanooga
(423) 702-8384
| Ext.
169
Michael
Barr
Intern
Chattanooga
| Ext.
Michael
Jones
Staff Accountant
Pensacola
(850) 434-5574
| Ext.
Michelle
Ammon
Director
Chattanooga
1 (423) 468-2217
| Ext.
Miraina
Rogers
Staff Accountant
Cleveland
(423) 702-7241
| Ext.
215
Natalie
Pester
Intern
Chattanooga
| Ext.
Nathan
Nowell
Jr. Systems Administrator
Chattanooga
1 (423) 648-7787
| Ext.
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