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Members & Principals
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Members & Principals
J. Kenneth (Chip) Marston, Jr., CPA
Managing Partner
James (Jimmy) S. Dickey Jr., JD, CPA, CGMA
COO/Senior Partner
C. Terry Courtenay, CPA
Principal
William (Bill) C. Drummond, CPA
Principal
Charles Umsted, CPA
Partner
Garner G. Williams, CPA
Partner
Senior Managers & Managers
Elizabeth F. Coleman, JD
Senior Manager
Caren L. Creason, CPA, CVA
Senior Manager
Lesley H. Entrekin, CPA
Director of Family Office Services
Jeremy Harbor, CPA
Director of Tax Strategies
Terry L. Johnson, CPA, CFE
Senior Manager
Susan M. Lattimore, CFP®, Enrolled Agent
Senior Manager
Jonathan Lovelace, CPA
Manager
Jeremy Stafford, CPA
Manager
Senior & Staff Associates
Brandy Abbott
Senior Associate
Jennifer Cameron
Family Office Services Professional
Daniel D'Alto, CPA
Senior Associate
Daniel Frizzell
Staff Associate
Joshua Kerley, CPA
Senior Associate
Melissa Manshack
Staff Associate
David Sheley
Staff Associate
Heather Starnes
Senior Accounting Services Professional
Cal Templeton
Staff Associate
Administration
Anne Caraway
Development
Rosemary Jacobs
Human Resources / Support Staff
Tiffany Kern
Receptionist
Jennifer Richmond
Accounts Receivable
