Meet Our Team

(276) 466-5248   

 jbrown@becpas.com
512 State St • Bristol, VA, 24201

Jared is a director in the Bristol State St office. Jared was a principal with Dent K. Burk Associates, P.C. prior to its merger with Brown, Edwards & Company, L.L.P. in 2015. During his 15 year tenure with Dent K. Burk Associates, P.C. Jared’s concentration is related to small business compilation, reviews, and tax returns. He also specializes in audits of non-profits and manufacturing entities as well as assisting with the firm’s automotive niche.

Jared graduated from East Tennessee State University with a Bachelor of Science in Business Administration. He is a Certified Public Accountant in Tennessee and Virginia. He is a member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, and the Virginia Society of Certified Public Accountants.

(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.

(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.

(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

(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.

(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.

(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.

(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.

(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

(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.

(540) 434-6736

margenbright@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801

Megan is an audit director based in the Harrisonburg office. She provides audit services to a wide range of entities including municipalities, governmental entities, non-profits, manufacturers, and healthcare entities. She performs compliance services for governmental entities including APA compliance and Single Audit compliance. Megan regularly presents accounting updates and provides internal staff training.

A 2006 cum laude graduate of James Madison University, Megan has a B.B.A. Degree in Accounting and a Master of Accountancy degree. Megan is a member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, and the Virginia Government Finance Officers Association. She is a former Certified Healthcare Financial Professional through Healthcare Financial Management Association.

Megan is actively committed to serving the community through her current Explore More Discovery Museum board membership and prior board service to the Staunton-Augusta Association of Young Professionals. She has completed the Community Leadership Program and BOLD program through the Harrisonburg-Rockingham Chamber of Commerce.

(540) 434-6736

cgross@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801

Cindy is an IT audit director based in the Harrisonburg office. She provides IT audit and consulting services to a wide range of entities including financial services, technology, and healthcare entities. Services include SOX compliance, SSAE 16/18 audits, SOC 2 audits, IT risk assessments, and IT internal audit. Cindy also has over 15 years of experience in systems development and design.

A 2006 graduate of the University of Texas at Arlington, Cindy has a Master of Professional Accountancy degree. In addition, Cindy has a B.S. degree in Computer Programming and Information Systems from Shepherd University. She is a member of the American Institute of Certified Public Accountants. In addition, she holds the Certified Information Systems Auditor credential through ISACA and the Certified Ethical Hacker credential through EC-Council.

(540) 434-6736

mheatwole@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801

Matt is a director based in the Harrisonburg office and serves a variety of clients specializing in audits and other assurance services for municipalities, construction entities, cooperatives, and not-for-profits including foundations.  His expertise in municipalities consists of GASB, APA and Single Audit compliance and comprehensive annual financial reports. He also assists a variety of small businesses and individuals with tax compliance.

He graduated from Virginia Tech in 2003 with a Bachelor of Science in Business with a concentration in Accounting and Information Systems and also received a Master of Accounting and Information Systems from Virginia Tech in 2004.  Matt is a Certified Public Accountant licensed in Virginia and Maryland.  He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Virginia Government Officers Association.

Matt is a graduate of Community Leadership Program and Building Optimal Leaders by Design Program provided by the Harrisonburg-Rockingham Chamber of Commerce and currently serves as the treasurer for the Shenandoah Valley Builder’s Association and The Mercy House.

(423) 246-6104    

djones@becpas.com
217 E. New Street • 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.

(423) 246-6104   

brobinson@becpas.com
217 E. New Street • Kingsport, TN  37660

Billy is a Director based in the Kingsport office of Brown Edwards and focuses his area of practice on construction and real estate related companies, family owned businesses, and governmental agencies.

Billy is one of eight CCIFP’s in the firm’s construction practice.  Public accounting professionals with the CCIFP designation must have a minimum 4,000 hours professional experience in construction in addition to showing expertise in eight knowledge domains, and of which only two of the knowledge domains are accounting related.  Brown Edwards is ranked in the Top 10 in the Country in terms of the number of CCIFP’s on staff and has more CCIFP’s than any other firm in the Mid-Atlantic region.  Details here:  http://www.iccifp.org/public-accounting

Billy has twice been named a “Super CPA” by Virginia Business magazine and has been named one of the “Top 10 Business People – Under 40” by the Shenandoah Valley Business Journal.

Billy graduated from the University of Virginia’s College at Wise with a Bachelor of Science in Accounting and a Minor in Criminal Justice.

He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Construction Financial Management Association, the Virginia Transportation Construction Alliance, the Shenandoah Valley Builder’s Association, and the Associated General Contractors of Virginia.

Billy volunteers his time with the following organizations:

• Harrisonburg Rotary Club, where he is President-Elect for 2016-2017 serves on the Strawberry Festival Committee and the Board of Directors. He previously served on the Scholarship Committee.
• The Community Foundation of Harrisonburg and Rockingham County, where he serves on the Board of Directors, Audit Committee and IMPACT Harrisonburg Committee.
• Harrisonburg Downtown Renaissance, where he previously served as Treasurer, a member of the Executive Committee and the Board of Directors. He now serves as a member of the HDR Advisory Board.
• RMH Foundation, where he serves on the Board of Directors and the Planned Giving Committee

(434) 948-9000    

sackley@becpas.com
2102 Langhorne Road, Ste 200 • Lynchburg, VA 24501-1121

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.

(434) 948-9000    

schapman@becpas.com
2102 Langhorne Road, Ste 200 • Lynchburg, VA, 24501-1121

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.

(434) 948-9000   

rhicks@becpas.com
2102 Langhorne Road, Ste 200 • Lynchburg, VA, 24501-1121

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.

(540) 345-0936   

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

Mary Anne is a tax director in our NRV office.  A member of the firm’s tax group for over thirty years, her practice specializes in topics which impact technology companies, manufacturing industries, and real estate development.  Her experience includes planning for emerging and critical issues such as the sale of intangible property and changing accounting methods for tax benefits, as well as in employing traditional planning strategies such as cost segregation studies and complying with multi-state taxation issues.  Mary Anne has extensive experience with the taxation of pass-through entities and in assisting businesses with acquisition and sale transactions.

Mary Anne is a graduate, with distinction, of the University of Virginia and has been in public accounting since 1983.  Prior to joining Brown, Edwards, she worked with an international CPA firm.  She is a member of the American Institute of Certified Public Accountants as well as the Virginia Society of Certified Public Accountants.  Mary Anne has been chosen numerous times by her peers as a “Super CPA” for her corporate tax expertise as recognized in Virginia Business magazine.  She is a frequent lecturer on tax matters to professional and civic organizations and currently serves on the Board of the Roanoke-Blacksburg Technology Council.  She is a founding member of the Women’s Professional Leadership Network, an outreach to professional women in Western Virginia.  She is also a member of her church’s choir and is an armchair cosmology enthusiast.

(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.

(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.

(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.

(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.

(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 project management, vendor management and information security.  She also assisted with coordinating the internal audit function and overseeing the bank’s insurance coverage practices.  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 including working at Brown Edwards in 1993-1996.   Her public accounting experience includes audit, tax and SOX internal control compliance.

Jennifer is a 1993 magna cum laude graduate of Virginia Tech where she received a BS in Accounting.

(540) 345-0936   

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

Mike serves as Director of Business Development for the firm and is based in the Roanoke office. He has over 25 years of successful experience in marketing, sales, consulting and management in several industries including Professional Services and Healthcare. He is an experienced and certified trainer in several sales and marketing strategies, including SPIN and Strategic Selling, as well as Customer Satisfaction and Management Communication. Mike’s focus throughout his career has been on customer satisfaction and bringing significant value to clients.

He is a graduate of Montana State University – Billings with a degree in History. Mike is a 2002 graduate of Leadership Roanoke Valley and served as a member of the Southwest Virginia Second Harvest Food Bank Board of Directors from 2003-2005. He has also served as Vice Chair of the parish council at St. Andrews Catholic Church and has been active in Special Olympics and youth baseball in the Roanoke Valley.

(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).