With more than 15 years of public accounting experience, Chris is passionate about providing tax and tax planning services to individuals, high net worth families, and closely held businesses. A proactive advisor, he works closely with other trusted advisors including investment managers, insurance professionals, attorneys, and bankers to provide a comprehensive financial strategy for clients that seek to align their finances with their purpose.
An active member of the community, Chris has served on the Board of Governors of the Young Professional Organization Nashville Junior Chamber of Commerce for two separate terms, as Treasurer and Philanthropy operation, and has served as treasurer of the non-profit organization Music City Tres Dias.
Chris is a member of the Tennessee Society of Certified Public Accountants (TSCPA), the American Institute of Certified Public Accountants (AICPA), and the Middle Tennessee Estate Planning Council.
Certified Public Accountant (CPA)
Middle Tennessee State University, Bachelor’s
With more than eight years of public health experience and two years of tax experience, Jen is passionate about assisting clients with their tax paperwork. She assists with coordinating in office events, assembling tax returns, obtaining client information, and scheduling meetings with clients.
Her interests include health and nutrition as she has two Bachelor’s degrees and two licenses, one as a Registered Dietitian, and the other as a Registered Nurse.
Jen spends her free time as a mom of a toddler, wife, and a crossfitter. Family Values and time with God is valued most.
After three years of public accounting experience, Will is well experienced in preparing income tax returns for individuals and businesses as well as having a strong background in bookkeeping and other accounting services. He works closely with clients in both tax matters and accounting services, learning about themselves and their businesses to provide a quality experience.
University of Alabama, Bachelor’s
Troy University, Master’s