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Gift and Estate Tax Planning
Investment Advisory Services
Life Insurance Due Diligence
Interim Company Management/ Board Representation
Family Risk Management
Family Wealth Education
About The Firm
Smith A. Brownlie III, CPA
James E. Braden, CPA
James C. Garnett
Frederick W. Wahl, Jr., CFA, CIMA
Blake M. Cameron
M. Susan Wilson, CPA
Courtney H. Faison
Katherine R. B. Broyles, CPA
Rachel A. Keiser, CPA
Brian P. Robertson, CPA
John M. Allen II, CPA
C. Elise Jacobson, CPA
Tyler L. Dodd, CPA
Casey A. Taubenfeld, CPA
Tevin J. Chapman
Tracy C. Lymos
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