Associates

• James A. Beal IV (Chip) - CPA, CFP®

  Wealth Management Partner

• James S. Rivers III - CPA, CFP®, ChFC®, CLU®

  Wealth Management Partner

• Larry G. Taylor - CPA

  Wealth Management Partner

• Debra Yonz - CPA

  Wealth Management Partner

• Adam Tolle - CPA

  Wealth Management Partner

• Courtney Tolle - FSCP®

  Wealth Management Advisor

• Lorrie O'Berry

  Wealth Management Assistant