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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

Quality Control Manager
Senior Tax Advisor

Anna Cornine

Tax Supervisor

Brooke Cropper

Marketing Assistant

Jenni Elliston

QuickBooks Pro Advisor
Tax Manager - Karbon Specialist

April Hicks

Senior Accountant

Allie Kretsinger

Marketing/Public Relations Coordinator
Onboarding Specialist - Entity Formation Manager

Heather Nelson

Office Manager
Billing Specialist

Ashtyn Thiebaud

Marketing Assistant
(Part-Time)