Nice to Meet You
Hailing from Western Maryland, Justin has settled into the Lowcountry quite nicely with over 20 years of experience in the industry. His expertise spans across many service areas with extensive experience and knowledge in income taxes and planning, assurance and audit work, outsourced accounting and reporting, and advisory services. He is passionate about his clients’ best interest and with the heart of a teacher offers planning, coaching, and consulting meetings in order to maximize their profitability and minimize their taxes. Although he thinks Sherlock Holmes might be a tad cliché, Justin’s experience also includes conducting financial fraud investigations sans the pipe and hat. Clients are able to wash their hands of worry in regard to new laws and regulations as Justin maintains current knowledge of all-things accounting, auditing, fraud, and tax.
Whether it be a pile of paperwork or a mountainous terrain, Justin is always up for the mental and physical challenge of making it to the top! When he is not behind his desk, Justin is likely planning a trip North Carolina to enjoy the fresh mountain air with his wife Melissa and their three children, Mackenzie, Sienna, and Asher. No matter where he is, Justin appreciates exploring the great outdoors by way of his favorite past times: cycling, hiking, and running.
Definition of Success: “Completing a worthy goal and looking for the next challenge.”
It was in the hills of West Virginia that Melissa developed a love for family, food, and of course, accounting. With over 15 years of experience in completing and managing both audit and tax work, Melissa now finds herself submerged in client accounting services. Acting as a CFO for organizations, she stays busy budgeting, projecting, analyzing cash flow, and guiding a top-notch outsourced accounting program. Like her husband Justin, she too is passionate about teaching and believes that communication is key. Whether training board members, coaching business managers, or leading the way for the company’s audit and bookkeeping staff, Melissa is the epitome of “More Than Numbers”!
When she’s not running from client meetings to business conferences, you might find Melissa walking the Disney parks with her children or training for her next marathon. After all, lots of exercise means she can partake in eating yummy food and scheduling more Disney race trips! Being so close to her “happiest place on earth” has not discouraged Melissa from traveling far, as one day she hopes to spend at least a month exploring the land down-under.
Definition of Success: “Happiness – not only mine, but the happiness of my family and employees.”
When asked what he wanted to be when he grew up, Russell’s answer was always, “An astronaut!” However, upon entering 9th grade, Russell’s height, much like his aspirations, had shot for the stars and, unfortunately, surpassed NASA’s limit of 6 feet 3 inches. It was then that he realized he needed a backup plan. After taking his first accounting class, he quickly became over the moon and knew it was the profession for which he had been searching! Russell has been an accountant now for over 10 years. Although his knowledge spans across many areas of expertise, one of his favorite things to do is advise both individual and business clients alike on their potential for growth in regard to revenue and savings. Russell enjoys working with people and helping them get to where they want to go; like boarding a metaphorical spaceship to financial heaven.
In his down time, Russell likes to absorb knowledge and stories by way of books; Pulitzer Prize fiction books to be exact! Reading them all is on his bucket list. What else does Russell aspire to? Catching a state record fish and visiting New Zealand and Patagonia to fly fish in their crystal-clear waters.
Definition of Success: “Providing for my family and meeting personal goals. Hopefully one day getting all my children out of the house.”