Expertise
Ms. Lattimore is a Senior Manager at The Marston Group, PLC. She has more than 15 years of experience working with closely-held businesses and high net-worth individuals. She has taught numerous tax seminars for continuing professional education and accounting principles seminars for entrepreneurs through the Memphis Chamber of Commerce.

Ms. Lattimore’s areas of concentration are tax planning, tax return preparation, business consulting (selling and purchasing of businesses, efficiency of operations, efficiency of entity structuring for tax purposes and employee benefits), succession planning, retirement planning, estate planning, consulting, compliance services and family wealth planning for closely held businesses, individuals and charitable organizations, wealth transfer planning, including estate and gift tax strategies and compliance.

Education
Ms. Lattimore received her BA degree from the University of California, Riverside.

Professional Affiliations
• Estate Planning Council of Memphis
• Financial Planning Association
• Society of Financial Service Professionals, President and Board Member

Civic Affiliations
• Autism Solution Center Inc., Board of Directors, Past President
• Voices of the South, President and Board Member
• Mpact Memphis