The people behind the promise.
Experienced advisors. Dedicated professionals. One shared standard.
Strong leadership shapes strong partnerships.
Our firm is guided by experienced advisors who set the standard for how we serve our clients and how we grow as a team.
Emily Zizzi, CPA
Chief Executive Officer & President
Tony Haas, CPA
Partner
Marie Harrington, CPA
Partner
Christy Carpenter, SHRM-SCP
Chief Operations Officer
Lora Hunter, J.D.
Chief Legal & Business Development Officer
Charles Marchbanks, CPA
Director of Client Accounting & Advisory Services
Expertise at every level. Collaboration across every division.
Our team spans tax, advisory, client accounting, operations, and client success. We work together intentionally so that insight does not live in silos and our clients benefit from the full depth of our firm.
Amanda Roberts
Senior Associate
Client Accounting & Advisory Services
Amani Johnson
Associate
Client Accounting and Advisory Services
Anna Hester
Business Development and Marketing Assistant
Legal & Business Development
Anna Purcell, CPA
Associate
Tax Strategy and Solutions Group
Baker Martin, CPA
Senior Manager Innovation and Technology
Operations
Barbara Arnold, CPA
Senior Manager
Tax Strategy and Solutions Group
Barry Wilhite, CPA
Senior Associate
Tax Strategy and Solutions Group
Charles Marchbanks, CPA
Director
Client Accounting and Advisory Services
Christy Carpenter, SHRM-SCP
Chief Operations Officer
Operations
Courtney Beachum
Manager
Client Success Team
Daniel Harrington
Associate
Tax Strategy and Solutions Group
Daniel Mackenzie, CVA
Manager
Client Accounting and Advisory Services
Elizabeth Crockett
Human Resources Manager
Operations
Elizabeth Truelove
Associate
Tax Strategy and Solutions Group
Emily Jo Funderburk, CVA, EA
Executive Assistant
Operations
Emily Zizzi, CPA
President/CEO
Executive
Ethan Holmes, CPA
Fractional Controller
Client Accounting and Advisory Services
Ginger Young
Senior Client Services Coordinator
Client Success Team
Haleigh Havard
Senior Associate
Tax Strategy and Solutions Group
Haley Campbell
Client Services Coordinator
Client Success Team
Hannah Porter
Senior Associate
Tax Strategy and Solutions Group
Holly Bateman
Business Development Operations Analyst
Legal & Business Development
Jael Zuniga
Associate
Tax Strategy and Solutions Group
Jennifer Wilson
Client Services Coordinator
Client Success Team
Build your future with us.
We are growing. Our services are expanding. Our team is evolving.
If you are looking for a place where leadership is engaged and innovation is embraced without losing the human side of the profession, we would love to meet you.
