Principals and Directors

Michael E. Fleenor, CPA, ABV

Director

(276) 466-5248
mfleenor@becpas.com
513 State St • Bristol, VA, 24201

Michael E. Fleenor is a director based in the Bristol State Street office. He holds the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants (AICPA). He is licensed in the Commonwealth of Virginia and the State of Tennessee. Michael specializes in business valuation and provides audit and attest services for employee benefit plans, privately held companies, governmental entities, and nonprofit organizations. He also serves corporate and individual tax clients.

Michael is a native of Bristol, Virginia and graduated from King College with a Bachelor of Arts in Business Administration and Economics with concentrations in accounting, finance, and management. He is a member of the AICPA, the Forensic and Valuation Services section of the AICPA, and the Virginia Society of Certified Public Accountants (VSCPA). Michael is a member of the Tri-Cities Estate Planning Council and Land of the Sky Estate Planning Council of Western North Carolina. He has previously served as a member of the VSCPA Peer Review Committee.

Michael is actively involved in community organizations and has served on the Board of Directors of the Rotary Club of Bristol, Virginia-Tennessee and Healing Hands Health Center. He had been recognized as a William E. Skelton Fellow and Paul Harris Fellow of Rotary International.

Virginia M. McMahan, CPA, CVA, CCIFP

Director

(276) 466-5248
vmcmahan@becpas.com
513 State St • Bristol, VA, 24201

Virginia is an audit and tax director based in the Bristol State Street office. She provides audit, assurance, and tax services to a variety of for profit and non-profit entities, along with tax services for individuals. Virginia focuses much of her time on construction client engagements and employee benefit plan audits. She also provides business valuation services for the purpose of acquisition, gift tax, and estate tax.

Virginia graduated from Emory & Henry College in 2004 with a Bachelor of Science degree in Business Management with an Accounting emphasis. She earned the professional designation of Certified Valuation Analyst in 2009 from the National Association of Certified Valuators and Analysts. She is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Association of Certified Valuators and Analysts.

Megan Meador, CPA

Director

(276) 466-5248

mmeador@becpas.com
513 State Street • Bristol, VA, 24201

Megan is a Director in the Bristol office. She has experience in both public accounting and private sector with both public and private companies. Megan worked with a top 5 firm in the nation for over 6 years, providing assurance services primarily with institutions regulated by the SEC, as well as other local manufacturing and benefit plan clients. Megan has also previously worked for a publicly traded coal company in various accounting and reporting roles.

Megan graduated from Emory and Henry College with a Bachelor of Science with a concentration in Accounting. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Megan’s area of expertise include:

For-profit organizations, including those regulated by the SEC
Manufacturing, pharmaceutical and energy industries

Lisa Reecher, CPA

Director

(276) 466-5248

lreecher@becpas.com
513 State Street • Bristol, VA, 24201

Lisa is a Director in our Bristol office with over 15 years of experience in public accounting. Her expertise includes audits of employee benefit plans; accounting and assurance services in a variety of industries; individual, partnership and corporate income tax services; and multistate taxation. She is licensed in the State of Tennessee and the Commonwealth of Virginia.

Lisa graduated from the University of the South in Sewanee, Tennessee with a Bachelor of Arts degree in Economics in 2001. In 2004, she received her Master of Accountancy from East Tennessee State University in Johnson City, Tennessee. She is a member of the Tennessee Society of CPAs and the American Institute of Certified Public Accountants.

Lisa is active in the community and has served as a board member for the Bristol Ballet and Girls Inc. organizations, as well as a member on the Bristol Youth Leadership Steering Committee. Currently, she volunteers with her church and children’s elementary PTA.

Holly Rutherford, CPA

Director

(276) 466-5248
hrutherford@becpas.com
513 State Street • Bristol, VA, 24201

Holly serves as the Director of Learning and Quality Enhancement for Brown Edwards. She is responsible for and oversees learning events provided for firm professionals, including teaching several core courses. Holly also holds many responsibilities in quality control activities, including serving on the firm Accounting and Audit Committee.

Holly’s prior experience includes 16 years with Brown Edwards in the assurance area, providing a variety of services for industries in the public and private sector which include financial institutions, natural gas utilities, municipals and not-for-profit entities. During this time, she presented at State Banker Associations and Brown, Edwards & Company, L.L.P. sponsored events.

Holly graduated summa cum laude from Virginia Polytechnic Institute and State University in 1999 with a Bachelor of Science degree in accounting and received a Masters of Accountancy from the University in 2000, during which time she taught introductory accounting courses. A current member of the Virginia Society of Certified Public Accountants, she has served on the Board of Directors of the Educational Foundation and various task forces; she is also a member of the American Institute of Certified Public Accountants. She is a graduate of the Bristol Chamber of Commerce Lead Bristol! Program. Holly currently serves on several boards and committees of organizations within her community.

Ronald J. Shadden, CPA

Director

(276) 466-5248
rshadden@becpas.com
513 State Street • Bristol, VA, 24201

Ron is a director in the Bristol office and has more than eighteen years of audit experience that encompasses a variety of organizations including governmental, not-for-profit, manufacturing, and transportation. He is licensed in the State of Tennessee and the Commonwealth of Virginia.

Having served on engagement teams since the start of his career with Brown Edwards, Ron has developed a significant level of knowledge with governmental entities and non-profit organizations. He has expertise in working with a variety of governmental and non-profit entities including community development, health and welfare, and low-income housing.

A graduate of East Tennessee State University with a Bachelor of Business Administration, Accountancy major, he also earned his Master’s degree in accountancy at ETSU in 2000. He is a member of the Tennessee Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. He has also served on the Tennessee Society of Certified Public Accountants conference planning committees. Ron is a graduate of the 2006/2007 Bristol Chamber of Commerce Lead Bristol!

J. K. Simmons, CPA

Director

(304) 325-8157
jsimmons@becpas.com
1815 Jefferson St • Bluefield, WV 24701-4031

J. K. Simmons is a tax director in the Bluefield office. He specializes in areas of estate and trust taxation, estate planning, and small business taxation.

J. K. graduated from Concord College (Athens, WV) in 1983 with a Bachelor of Science degree in Business Administration with concentration in Accounting. He is a member of the American Institute of Certified Public Accountants as well as the West Virginia Society of Certified Public Accountants. J. K. is a past president of the Southern Chapter of West Virginia CPAs.

Anthony Carpenter, CPA

Director

(304) 343-4188

acarpenter@becpas.com
300 Chase Tower, 707 Virginia Street, East • Charleston, WV, 25301

Anthony is a Director in the Charleston office with over 12 years of professional experience providing audit, review, compilation, internal control, consulting, and agreed upon procedures services to closely held businesses, state and local governments, nonprofit organizations, and employee benefit plans. His industry experience includes multi-state retailers, professional service firms, hospitality, mineral extraction, religious organizations, and dealerships with a significant concentration in state and local governments.

Anthony graduated with a Bachelor of Business Administration with a concentration in accounting from West Virginia State University in 2007.

Anthony is a member of the American Institute of CPAs, the West Virginia Society of CPAs, and the Charleston Chapter of the West Virginia Society of CPAs.

Timothy J. Gibbons, CPA, ABV, CVA, CFF

Principal

(304) 343-4188

tgibbons@becpas.com
300 Chase Building, 707 Virginia Street East • Charleston, WV 25301

Timothy J. Gibbons is a Principal at Brown Edwards in the Charleston office. He has provided valuation and financial advisory services for numerous purposes including estate and gift taxation, mergers and acquisitions, buy/sell agreements, corporate and strategic planning, ESOPs, shareholder disputes, marital dissolutions, and other tax, litigation, and corporate related matters.

Mr. Gibbons’ experience includes business valuations of entities in numerous industries including manufacturing, wholesale distribution, energy, retail, construction, healthcare services, professional services, food service, and holding company/estate planning vehicles. Mr. Gibbons has also provided litigation support services related to business valuations, shareholder disputes, marital dissolution, wage impairment, lost profits in connection with business interruption, and other business matters.

Prior to co-founding Gibbons & Kawash, A.C. in 1992, Mr. Gibbons co-founded a predecessor firm in 1983 and was a supervisor at Main Hurdman (now KPMG) from 1978 through 1982.

Education

MBA – West Virginia University College of Graduate Studies

BSBA – Xavier University

Professional Accreditations

CPA – Certified Public Accountant

ABV – Accredited in Business Valuation

CVA – Certified Valuation Analyst

CFF – Certified in Financial Forensics

Associations and Memberships

American Institute of Certified Public Accountants

West Virginia Society of CPAs

National Association of Certified Valuation Analysts

Institute of Business Appraisers

The ESOP Association

Charleston Estate Planning Council

Mark Pendleton, CPA, CGMA, CFE

Director

(304) 343-4188

mpendleton@becpas.com
300 Chase Tower, 707 Virginia Street, East • Charleston, WV, 25301

Mark is a Director in the Charleston office of Brown Edwards. He has extensive experience assisting individuals and businesses with tax planning and compliance issues. He assists physicians and group practices with practice set-up, accounting, practice management, and billing and collection issues. He represents clients before the Internal Revenue Service and West Virginia State Tax Department and also advises clients with state and local tax issues including consumer sales tax and property tax. In addition, he analyzes and implements fraud related internal control procedures.

Mark is a member of the American Institute of CPAs, Association of Certified Fraud Examiners, West Virginia Society of CPAs, and the Charleston Chapter of the West Virginia Society of CPAs.

Mark graduated from West Virginia State University with a Bachelor of Science degree in business administration. He also holds a Masters degree from West Virginia University in Forensic and Fraud Examination.

Emily Signorelli, CPA

Director

(304) 343-4188

esignorelli@becpas.com
300 Chase Tower, 707 Virginia Street, East • Charleston, WV, 25301

Emily is a director in the Charleston office with over 10 years of experience in public accounting with a concentration in accounting and assurance services. She specializes in working with closely-held companies, not-for-profit organizations, and employee benefit plans, including retailers, manufacturing, colleges and universities, and religious organizations. In addition, she is a Certified Fraud Examiner through the Association of Certified Fraud Examiners.

Emily graduated from West Virginia Wesleyan College with a Bachelor of Science degree in business administration with a concentration in accounting. She also holds a Master of Professional Accountancy and Forensic Accounting and Fraud Examination Certificate from West Virginia University.

Emily is a member of the AICPA, the West Virginia Society of CPAs (WVSCPA), and the Charleston Chapter of the WVSCPA. She serves as a board of director for the WVSCPA and is an officer of the board of directors for the Charleston Chapter of the WVSCPA. Emily also serves as the Finance Manager for the Charleston Chapter of Women for Economic and Leadership Development.

Emily was honored as the 2019 Kathy Eddy West Virginia Young CPA of the Year by the West Virginia Society of CPAs.

Donna Jones, CPA, CSEP, MACC

Director

(423) 246-6104
djones@becpas.com
433 E Center St, Suite 101 • Kingsport, TN 37660

Donna Jones is a director based in the Kingsport, Tennessee office of Brown Edwards & Company, L.L.P. In addition to providing tax planning and return preparation for individuals, pass-through entities, not-for-profits, and corporations, Donna specializes in estate planning and the taxation of estates and trusts and is a Certified Specialist in Estate Planning. She also provides audit and assurance and consulting services to financial institutions and not-for-profits in both Virginia and Tennessee. She contracts with the State of Tennessee Department of Audit to provide governmental audit and single audit compliance services for not-for-profit and governmental not-for-profit entities in the state of Tennessee.

Donna, a native of Kingsport, graduated from Georgia State University, in Atlanta, Georgia with a Bachelor of Science degree and in 1997 graduated from East Tennessee State University with a Masters of Accountancy. She is a member of the Tennessee Society of Certified Public Accountants (TSCPA) and is a past-president of the Appalachian Chapter of TSCPA. She is also a member of the American Institute of Certified Public Accountants, and serves on the board of the Tri-Cities Estate Planning Council. She is a member of the Kiwanis Club of Kingsport and currently serves on several committees.

Susan G. Ackley, CPA, PFS

Director

(434) 948-9000
sackley@becpas.com
828 Main St., Suite 1401 • Lynchburg, VA 24504

Susan Ackley is a director of tax services in the Lynchburg office of Brown Edwards. With more than twenty years of experience in public accounting, Susan has expertise in the areas of corporate and individual tax, estate and gift planning and non-profit tax planning. She has worked closely with not-for-profit organizations on both compliance issues related to Forms 990 and 990T as well as issues related to planned giving.

Susan graduated from the College of William and Mary in 1974 with a B.A. in Math. She also holds a M.S. in Accounting, with a concentration in Tax, from the University of Virginia. Susan is a member of the American Institute of Certified Public Accountants (with a PFS designation), where she is on the PFP and Tax subcommittees and the Virginia Society of Certified Public Accountants. She serves on the Greater Lynchburg Community Foundation board. She is a board and finance committee member at Westminster Canterbury and is on the finance committee at St. Paul’s Episcopal Church.

Susan H. Chapman, CPA

Director

(434) 948-9000
schapman@becpas.com
828 Main St., Suite 1401 • Lynchburg, VA, 24504

Susan is an audit director based in the Lynchburg office. She provides audit and assurance services to municipalities, governmental entities, privately owned businesses, manufacturers, and non-profits. She focuses much of her time on municipal and governmental entity auditing, specializing in compliance auditing for governmental and non-profit entities, including Auditor of Public Accounts of the Commonwealth of Virginia audit and reporting requirements and Single Audit Act requirements.

Susan graduated from Radford University with a Bachelor of Business Administration in Accounting in 2000 and a Master’s of Business Administration in 2002.

Susan completed Leadership Lynchburg, a nine-month program focusing on community and professional leadership and growth, in May 2010, and currently serves as a member of the board for the program. She also serves as a member of the board for the Central Virginia Foundation for Economic Education and Improvement.

Susan is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Virginia Government Finance Officers Association. In addition, she also serves as a reviewer for the Government Finance Officers Association’s Certificate of Achievement for Excellence in Financial Reporting Program.

Russell Hicks, CPA, CCIFP

Director

(434) 948-9000
rhicks@becpas.com
828 Main St., Suite 1401 • Lynchburg, VA, 24504

Russell Hicks is a director in the Lynchburg office of Brown Edwards. He has twenty-six years of experience in public accounting. Russell works in a variety of areas, particularly in the areas of corporate and individual tax, estate and gift subjects, not-for-profit organizations and construction tax and accounting.

Russell graduated from the College of William and Mary in 1982 with a Bachelors of Business Administration. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Russell has been active in many community activities in Lynchburg, Bedford, and Altavista. He is active in both community and personal projects relating to historical preservation and rehabilitation tax credits, and he frequently lectures on topics relating to Virginia historical antiques and artifacts. He was a founding member of the Historic Sandusky Foundation, Inc. He currently serves as the treasurer of Lynchburg’s Old City Cemetery and as a member of boards of directors of the Campbell County Public Library and the Campbell County Public Library Foundation, Inc.

Teresa C. O’Brien, CPA

Director

(434) 948-9000

tobrien@becpas.com
828 Main St., Suite 1401 • Lynchburg, VA, 24504

Teresa is a Director in the Lynchburg office of Brown Edwards. She previously was with Cherry Bekaert Blue Ridge prior to that location’s merger with Brown, Edwards & Company, L.L.P. in 2019. With more than twenty years of experience in public accounting, she has extensive knowledge of tax compliance, consulting and planning for high net worth individuals, construction, pass-through entities & small businesses.

Teresa is a native of Central Virginia and a graduate of Lynchburg College (now University of Lynchburg) with a Bachelor of Science in Accounting. She is a Certified Public Accountant in Virginia and a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Lynchburg Estate Planning Council.

Teresa is active in the community and has served on and advised various boards and committees of organizations within her community.

Zachary A. Webber, CPA

Director

(804) 897-4700

zwebber@becpas.com
15871 City View Drive, Suite 302 • Midlothian, VA, 23113

Zach is a Director based in the Richmond office and has ten years of auditing, assurance, and business consulting experience serving a variety of industries, including construction and real estate, manufacturing, distribution and not-for-profits. Zach has expertise working with closely-held businesses with revenues up to $1 billion to assist with short and long term planning as well as financial statement compliance. He also has assisted several clients with mergers and acquisitions, including financial due diligence and purchase price allocation accounting.

In the construction industry, Zach has served a variety of businesses, including subcontractors, general contractors, home builders, real estate developers, as well as ancillary suppliers such as equipment dealers. These companies range in size from less than $10 million in revenue and 50 employees up to $750 million and over 500 employees.

He graduated from James Madison University in 2010 with a degree in Accounting and also received a Master of Business Administration (MBA) from Virginia Commonwealth University in 2017. Zach is a Certified Public Accountant licensed in Virginia. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and Associated Builders and Contractors of Virginia. Zach currently serves as the treasurer for the Autism Society of Central Virginia.

Jerry Dunnavant

Director

(540) 345-0936

jdunnavant@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Jerry serves at the Director of Business Development for the firm and is based in the Roanoke office. He has over 30 years of experience in business strategy, marketing, and management. His career path includes stops in banking, corporate management with a Fortune 1000 company, marketing and business development. In addition, he currently serves as President of Covenant Real Estate Services, LLC. This wide range of experience is now being deployed to help Brown Edwards thrive by innovating and enabling new growth strategies and client service expansion.

Jerry is a graduate of the University of Virginia’s McIntire School of Commerce. He is a current member and past President of the Rotary Club of Roanoke – Downtown and he has served as a past Chairman of the Local Office on Aging (LOA).

Charles Equi, Jr., CPA, CVA

Director

(540) 345-0936

cequi@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Charles Equi, Jr. is a tax director in the Roanoke office of Brown Edwards. Charles was the managing partner of Johnson, Equi & Co., PLC. prior to its merger with Brown Edwards & Company, L.L.P. in 2015. Charles has over 30 years of experience in accounting, taxes and business advisory services.

Charles is a graduate of Virginia Tech and is a Certified Public Accountant in Virginia. He is also a Certified Valuation Analyst performing business valuations on closely held business and helping his client gain an edge in building value in their businesses. Charles is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts. He also serves as a member, and is past president, of the Rotary Club of Roanoke.

Robert G. Guilliams

Director

(540) 345-0936
bguilliams@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Bobby serves as the Director of Information Technology for the firm and works in the Roanoke office. He specializes in information technology including Microsoft Windows Server, Active Directory, Microsoft Exchange, Citrix Xenapp, and VMware, as well as HP and Dell hardware. His experience in these areas include design and implementation of servers, networking, wireless, storage area networks, backup solutions, security solutions, virtualization, printing and lifecycle management. Bobby has 20 years of experience in information technology.

Debbie Moeller, CPA

Director

(540) 345-0936

dmoeller@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Debbie is a Director in the Roanoke office with over 30 years of experience in public accounting. Debbie’s areas of expertise include small business and construction accounting and taxation; corporate, pass-through and individual taxation; small business consulting; and client accounting services.

Debbie joined Brown, Edwards in December 2004 as an Associate. Prior to joining Brown, Edwards, Debbie worked with a local CPA firm for 13 years and prior to that firm, she worked with a small CPA firm in Washington, DC for 2 years.

Debbie graduated from Virginia Polytechnic Institute & State University with a Bachelor of Science Degree in Accounting. She is a Certified Public Accountant licensed in Virginia and is currently a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Clarence Rhudy, CPA, CISA, CITP

Director

(540) 345-0936

crhudy@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Clarence is a director based in our Roanoke office with over 17 years of public accounting experience in audits and consulting. He specializes in financial institutions, information technology controls, and employee benefit plans. Clarence also has considerable experience in other industries as well as being part of our public company and PCAOB standards audit teams. He is a member of the firm’s peer review services team, providing reviews to regional public accounting firms around the country.

Clarence graduated in 1997 with a Master’s in Accountancy degree from University of Lynchburg, and a Bachelor of Science degree in Accounting and Finance from Concord University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and ISACA. In addition, he holds the Certified Information Systems Auditor credential through ISACA, and the Certified Information Technology Professional credential through the AICPA.

Harry Schwarz, CPA, ABV, CFF

Principal

(540) 345-0936

hschwarz@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

Harry is a Principal in the firm’s Roanoke office. Having more than 30 years of experience in the taxation area of the profession, Harry has significant expertise in assisting family owned businesses and individual with their taxation planning. In addition, he is well known for his knowledge in the business valuation and litigation support area working with clients such as the Department of Justice, Norfolk Southern, and many medium and small sized companies. He has also assisted and advised companies in various sales/purchase of business, including transactions as large as $1 Billion. Harry also serves as a wealth advisor in Alliance Wealth Strategies, the firm’s wealth advisory area.

Harry has a Bachelor and Master degrees in Accountancy from Virginia Tech. He is a member of the American Institute of Certified Public Accountants where he received the designation of Accreditation in Business Valuation and Certified in Financial Forensics. He has taught accounting at VA Tech as well as for the AICPA in business valuation and litigation and areas of taxation. He is also a member of the Virginia Society of Certified Public Accountants, is involved in various civic organizations and is a former officiate for NCCA Basketball.

Jennifer Theimer, CPA, CRCM

Director

(540) 345-0936

jtheimer@becpas.com
319 McClanahan Street, S.W. • Roanoke, VA, 24014

Jennifer is a director in the financial institutions practice in the Roanoke office. Prior to joining Brown Edwards, she was the Chief Administration and Risk Officer (CARO) for a community bank for 11 years where she was responsible for managing strategic, financial and operational risks across the organization. In addition to enterprise risk management, Jennifer was also involved with strategic planning, vendor management and project management. In addition, she coordinated the internal audit function. During her time in the banking industry, she served on various committees at the Virginia Bankers Association (VBA) and the Virginia Association of Community Banks (VACB), including functioning as the VBA’s Enterprise Risk Management Committee chairperson for several years. Before entering the banking industry, Jennifer worked in public accounting for 14 years.

Jennifer is a magna cum laude graduate of Virginia Tech where she received a Bachelor of Science in Accounting. She is a licensed CPA in the Commonwealth of Virginia and a Certified Regulatory Compliance Manager (CRCM).

James Wienke, CPA, CFF, ABV

Director

(540) 345-0936

jwienke@becpas.com
319 McClanahan St SW • Roanoke, VA, 24014-7705

James is a Director in our Roanoke office. He is a certified public accountant and holds two specialized credentials from the American Institute of Certified Public Accountants: accredited in business valuation (ABV) and certified in financial forensics (CFF). James has worked in public accounting since 1994. Prior to merging with Brown Edwards, he was a Senior Manager at Dixon Hughes Goodman & Company, LLP. Prior to employment with Dixon Hughes Goodman LLP, successor to Goodman & Company, LLP, he was employed by the accounting firms Terry, Lockridge & Dunn and Persinger & Company.

TAX SERVICES

James has experience in corporate, pass-through, and individual tax returns. He is experienced in a variety of industries, including medical and professional practices real estate management and agents, food service, and others.

VALUATION SERVICES

James has experience preparing valuation reports for businesses in a variety of industries including retail, wholesale, service, medical practices, insurance, construction, investment, manufacturing, and technology companies. The structure of these entities has included corporations, sole proprietorships, partnerships, limited liability companies, and family limited partnerships. He has prepared the reports for a variety of purposes including gift and estate tax, sale of business, issuing of stock options, and divorce and other litigation purposes.

LITIGATION SERVICES

James has been qualified as an expert witness in the Virginia courts and has litigation experience in the area of valuations.

EDUCATION

James has a Bachelor of Arts degree in Accounting from Wartburg College. He is a certified public accountant and holds two specialized credentials from the American Institute of Certified Public Accountants: accredited in business valuation (ABV) and certified in financial forensics (CFF).

PROFESSIONAL ORGANIZATIONS

James is a member of the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).

Meet Our Team