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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

Smith A. Brownlie III, CPA
James E. Braden, CPA
James C. Garnett
Frederick W. Wahl, Jr., CFA, CIMA
Blake M. Cameron
Ryan M. Childress
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 Sosebee, CPA
Tyler L. Dodd, CPA
Thomas L. Carey, CFA
Casey A. Taubenfeld, CPA
Tevin J. Chapman
Tracy C. Lymos