Apps

Meet our team

David W. Hudson, CPA/PFS, RFC
President & CEO

Joseph Sosby, EA
Client Manager

Reed Roberts
Client Manager

Tyler Nguyen
Client Manager

Samuel Souers
Client Manager

Phyllis Masters
Client Experience Ambassador

Charlesetta Ardery
Client Solutions Specialist

Lakisha Weathers
Client Solutions Specialist

Marlene Rogers
Client Solutions Specialist

Maggie Hudson
Client Solutions Specialist

Lindsay Gill
Client Solutions Specialist

Thomas Eifler
Client Solutions Specialist

Casey Sartore
Client Solutions Specialist

Braxton Hopkins
Client Solutions Specialist