We help bridge the gap between where you are and where you want to be.
ABOUT US
MEET BRIANNE
Brianne has been helping clients plan for their financial futures for over 20 years and manages both a CPA practice and a financial planning and advisory firm. Her passion for financial education extends to the classroom, where she has taught numerous accounting courses at Auburn Montgomery and Huntingdon College. Brianne is passionate about making finance accessible to everyone and is always looking for new and innovative ways to teach and learn.
When Brianne isn’t busy advising clients or teaching students, she enjoys traveling, yoga, and hanging out with her 3 teenagers and yellow lab, Winter.
Email — LinkedIn — (334)-310-9520
CLIENT SERVICE ASSOCIATE
MEET LAINA
Laina, our Client Service Associate, specializes in client communication, payroll, monthly bookkeeping, and tax return preparation. Whether you have questions or need assistance, Laina is here for you! Currently pursuing a full-time law degree at Atlanta's John Marshall Law School, she seamlessly balances her academic pursuits with a passion for providing top-notch service. Outside of her professional responsibilities, Laina enjoys running with her dog Cooper. Even though she may not have the opportunity to meet every client in person while working remotely, Laina is enthusiastic about serving everyone with dedication and expertise.
CLIENT SERVICE COORDINATOR
MEET ASHLEE
As our Client Service Coordinator, Ashlee specializes in seamless communication and satisfaction for all clients. Ashlee holds a Bachelor's degree in Business Administration from Auburn University at Montgomery, where she developed a strong foundation in financial principles and client management. Outside of work Ashlee enjoys working out or hanging out on the couch with her cats and dogs watching her favorite TV shows.
Email — LinkedIn — (334) 781-6360