Our Team
Dr. Jake Latimer, MST, MBA
Founder and Managing Partner
Doctorate in Finance
Rick Yancy, CPA
Partner
Certified Public Accountant
Robyn Brown
Receptionist Office Coordinator
Leslie Collins
Senior Tax Advisor
Anna Cornine
Tax Supervisor
Brooke Cropper
Marketing Assistant
Jenni Elliston
Tax Manager Karbon Specialist
April Hicks
Senior Tax Advisor
Allie Kretsinger
Marketing ManagerEntity Formation ManagerClient Onboarding Specialist
Heather Nelson
Office ManagerBilling Specialist
