Our dedicated and knowledgeable staff can help you discover valuable tax savings opportunities,
evaluate the tax implications of your financial choices and avoid costly mistakes.
Licensed Management
Emily A. Fisher, CPA
Principal | Business Advisor
Licensed #37550
Emily Fisher is a Certified Public Accountant in the state of North Carolina. She received her Masters of Accountancy from the University of North Carolina at Charlotte, and has studied both Accounting and Finance and International Business at UNCC and the University of North Carolina Wilmington, respectively. Emily previously worked as an Equity Analyst at Interstate/Johnson & Lane, a regional investment firm, and owned and operated a wine bar/art gallery. Her background uniquely positions her to understand high-level investment strategies as well as the real world problems that business owners face. When she’s not in the office educating and helping clients, you can find this Charlotte native spending time with her daughter and their bird dog, Luna. She currently serves on the Board of Advisors for the Myers Park HOA, and her favorite pastimes include fishing, riding bikes, yoga and traveling.
Emily Fisher is a Certified Public Accountant in the state of North Carolina. She received her Masters of Accountancy from the University of North Carolina at Charlotte, and has studied both Accounting and Finance and International Business at UNCC and the University of North Carolina Wilmington, respectively. Emily previously worked as an Equity Analyst at Interstate/Johnson & Lane, a regional investment firm, and owned and operated a wine bar/art gallery. Her background uniquely positions her to understand high-level investment strategies as well as the real world problems that business owners face. When she’s not in the office educating and helping clients, you can find this Charlotte native spending time with her daughter and their bird dog, Luna. She currently serves on the Board of Advisors for the Myers Park HOA, and her favorite pastimes include fishing, riding bikes, yoga and traveling.
Kristen M. Shiring, CPA
Tax Manager I Business Advisor
Licensed #43843
Kristen M. Shiring, a Certified Public Accountant in the state of North Carolina recently received her Master of Accountancy from the University of North Carolina at Charlotte and has her undergraduate from University of Dayton. As a Business Advisor and Senior Tax Associate, Kristen’s extensive experience in tax preparation allows for her to work with business and individual clients, advising them and developing tax plans for future years. Kristen has recently accepted an appointment to serve on the Board of Directors for Keystone Montessori School as Treasurer and has welcomed a new addition to her family...a French bulldog named Sasquatch!
Kristen M. Shiring, a Certified Public Accountant in the state of North Carolina recently received her Master of Accountancy from the University of North Carolina at Charlotte and has her undergraduate from University of Dayton. As a Business Advisor and Senior Tax Associate, Kristen’s extensive experience in tax preparation allows for her to work with business and individual clients, advising them and developing tax plans for future years. Kristen has recently accepted an appointment to serve on the Board of Directors for Keystone Montessori School as Treasurer and has welcomed a new addition to her family...a French bulldog named Sasquatch!
Brendan A. Garay, CPA
Accounting Manager & Business Advisor
Licensed #42596
Brendan Garay, a Certified Public Accountant in the state of North Carolina, has recently joined the firm as a Accounting Manager & Business Advisor. A native of Pittsburgh, PA, he graduated from California University of Pennsylvania with a Bachelor of Science in Accounting and a Master of Business Administration. Brendan is QuickBooks Online Advanced certified and has worked in the public accounting industry for several years, specifically working with businesses and providing high level advisory services. Outside of the office you can find him on the golf course, cheering on his Pittsburgh sports teams, or taking his dog Kali to the Whitewater Center.
Brendan Garay, a Certified Public Accountant in the state of North Carolina, has recently joined the firm as a Accounting Manager & Business Advisor. A native of Pittsburgh, PA, he graduated from California University of Pennsylvania with a Bachelor of Science in Accounting and a Master of Business Administration. Brendan is QuickBooks Online Advanced certified and has worked in the public accounting industry for several years, specifically working with businesses and providing high level advisory services. Outside of the office you can find him on the golf course, cheering on his Pittsburgh sports teams, or taking his dog Kali to the Whitewater Center.
Non-Licensed Management
Becky H. Hoggard
Operations Manager
Non-Licensed
Becky Hoggard graduated from The University of Georgia with degrees in Journalism and Education. She joined the firm in the fall of 2017 as the Client Services Coordinator and now serves as Operations Manager, where she will work closely with our internal teams to oversee firm procedures as well as client relationship management. Becky will also oversee marketing efforts for the firm, develop relationships with business vendors throughout the community and administer HR functions for the team. Becky enjoys spending time with her family, recently adding a second little boy to the group.
Becky Hoggard graduated from The University of Georgia with degrees in Journalism and Education. She joined the firm in the fall of 2017 as the Client Services Coordinator and now serves as Operations Manager, where she will work closely with our internal teams to oversee firm procedures as well as client relationship management. Becky will also oversee marketing efforts for the firm, develop relationships with business vendors throughout the community and administer HR functions for the team. Becky enjoys spending time with her family, recently adding a second little boy to the group.
Licensed Staff
Madelyn A. Church, CPA
Senior Tax | Business Advisor
Licensed #43227
Madelyn Church, a Certified Public Accountant in the state of North Carolina has recently joined the firm as a Senior Tax Accountant II. She graduated from Appalachian State University with a Bachelor of Science in Accounting as well as a Masters of Accountancy with a concentration in Taxation. With 3 years of professional experience she is able to efficiently assist both individual and business clients with their tax preparation needs. Outside of work she enjoys hiking, traveling, and hanging out with friends.
Madelyn Church, a Certified Public Accountant in the state of North Carolina has recently joined the firm as a Senior Tax Accountant II. She graduated from Appalachian State University with a Bachelor of Science in Accounting as well as a Masters of Accountancy with a concentration in Taxation. With 3 years of professional experience she is able to efficiently assist both individual and business clients with their tax preparation needs. Outside of work she enjoys hiking, traveling, and hanging out with friends.
Carly E. Wolk, CPA
Accountant | Tax Associate
Licensed #45497
Carly E. Wolk, CPA recently joined the firm as an Accountant & Tax Associate. Originally from Baltimore, MD, Carly graduated from the University of Maryland with a Bachelors in Accounting & minor in Business Management. She moved south in 2013 and pursued her MBA with a specialization in Accounting at Winthrop University in Rock Hill SC. Outside of work, she enjoys CrossFit, Pilates/yoga, travel, and cuddling up to her 2 cats & a good book.
Carly E. Wolk, CPA recently joined the firm as an Accountant & Tax Associate. Originally from Baltimore, MD, Carly graduated from the University of Maryland with a Bachelors in Accounting & minor in Business Management. She moved south in 2013 and pursued her MBA with a specialization in Accounting at Winthrop University in Rock Hill SC. Outside of work, she enjoys CrossFit, Pilates/yoga, travel, and cuddling up to her 2 cats & a good book.
Payton N. Sartin, CPA
Senior Tax | Business Advisor
Licensed #43452
Payton Sartin is a Certified Public Accountant in the state of North Carolina. She received her Master of Science in Accountancy from Wake Forest University and her Bachelor of Science in Accounting from North Carolina Agricultural & Technical State University. With 7+ years of, she has extensive experience in tax preparation for individual and business clients. In her free time, Payton enjoys volunteering as a tutor with the Learning Help Centers of Charlotte, spending time with family and friends, and spoiling her chocolate lab, Alto. Also, as a Wisconsin native, she roots for the Green Bay Packers and Milwaukee Bucks!
Payton Sartin is a Certified Public Accountant in the state of North Carolina. She received her Master of Science in Accountancy from Wake Forest University and her Bachelor of Science in Accounting from North Carolina Agricultural & Technical State University. With 7+ years of, she has extensive experience in tax preparation for individual and business clients. In her free time, Payton enjoys volunteering as a tutor with the Learning Help Centers of Charlotte, spending time with family and friends, and spoiling her chocolate lab, Alto. Also, as a Wisconsin native, she roots for the Green Bay Packers and Milwaukee Bucks!
Anna Perelli-Minetti, CPA
Staff Accountant II
Licensed #46256
Anna Perelli-Minetti, a Certified Public Accountant in the state of North Carolina has recently joined the firm as a Staff Accountant II. She received her Master of Accountancy from the University of Florida and her Bachelor of Science in Accounting & International Business with honors from the University of South Carolina. Anna is thrilled to join the team, and will utilize her previous experience as a tax staff within the financial services sector at a Big 4 firm to approach client financials through the lens of tax planning. Outside of work she enjoys baking sweet treats and hanging out with her dog Hootie, named after Hootie & the Blowfish.
Anna Perelli-Minetti, a Certified Public Accountant in the state of North Carolina has recently joined the firm as a Staff Accountant II. She received her Master of Accountancy from the University of Florida and her Bachelor of Science in Accounting & International Business with honors from the University of South Carolina. Anna is thrilled to join the team, and will utilize her previous experience as a tax staff within the financial services sector at a Big 4 firm to approach client financials through the lens of tax planning. Outside of work she enjoys baking sweet treats and hanging out with her dog Hootie, named after Hootie & the Blowfish.
Juan A. Pagán Gonzalez, CPA
Senior Tax Accountant
Licensed #46362
Juan A. Pagán-Gonzalez has recently become a Certified Public Accountant in the state of North Carolina. As Senior Tax Accountant in the firm, Juan focuses in compliance and tax preparation. Juan is a graduate of Wingate University with a Bachelor’s in Accounting and Masters of Accounting. During his college career, he played Linebacker for the Wingate Bulldogs, recording 36 career victories – the most wins for any senior class in Wingate history. Outside of work and school he enjoys spending time with his family, traveling, playing sports and playing the drums.
Juan A. Pagán-Gonzalez has recently become a Certified Public Accountant in the state of North Carolina. As Senior Tax Accountant in the firm, Juan focuses in compliance and tax preparation. Juan is a graduate of Wingate University with a Bachelor’s in Accounting and Masters of Accounting. During his college career, he played Linebacker for the Wingate Bulldogs, recording 36 career victories – the most wins for any senior class in Wingate history. Outside of work and school he enjoys spending time with his family, traveling, playing sports and playing the drums.
Non-Licensed Staff
Rebecca N. Clark
Administrator
Non-Licensed
Rebecca Nobrega Clark graduated from Cornell University with degrees in Asian Studies and Art History before returning to Charlotte during the pandemic to be closer to family. She is excited to join the firm and brings with her years of experience in administrative and customer service roles. When not at work, she can be spotted around Charlotte checking out the latest art exhibitions and taking her dog Moxie on long walks through Uptown.
Rebecca Nobrega Clark graduated from Cornell University with degrees in Asian Studies and Art History before returning to Charlotte during the pandemic to be closer to family. She is excited to join the firm and brings with her years of experience in administrative and customer service roles. When not at work, she can be spotted around Charlotte checking out the latest art exhibitions and taking her dog Moxie on long walks through Uptown.
Nicole K. Stokes
Senior Client Services Coordinator
Non-Licensed
Nicole K. Stokes, a Charlotte native, is a graduate from the University of North Carolina Wilmington with degrees in International Studies and History. Her previous experience in both office and customer service environments led her to the role of Client Service Coordinator. In this position, she will work with the team to ensure customer satisfaction as well as efficient operation of the office. In her free time, Nicole enjoys hiking and exploring Charlotte with her dog, Slate and spending time with her friends and family.
Nicole K. Stokes, a Charlotte native, is a graduate from the University of North Carolina Wilmington with degrees in International Studies and History. Her previous experience in both office and customer service environments led her to the role of Client Service Coordinator. In this position, she will work with the team to ensure customer satisfaction as well as efficient operation of the office. In her free time, Nicole enjoys hiking and exploring Charlotte with her dog, Slate and spending time with her friends and family.
Robert C. Wheeler
Senior Tax Accountant
Non-Licensed
Robert (Bobby) Wheeler has joined the firm as Senior Tax Accountant. Originally from West Virginia, Bobby graduated from West Liberty University with a degree in accounting. Later he graduated from Southern New Hampshire University with his Masters of Business Administration. Bobby is a CPA candidate. In his free time, Bobby enjoys spending time with his wife and dogs and enjoys golfing.
Robert (Bobby) Wheeler has joined the firm as Senior Tax Accountant. Originally from West Virginia, Bobby graduated from West Liberty University with a degree in accounting. Later he graduated from Southern New Hampshire University with his Masters of Business Administration. Bobby is a CPA candidate. In his free time, Bobby enjoys spending time with his wife and dogs and enjoys golfing.
Nicholas H. Olander
Accountant I Tax Associate
Non-Licensed
Nicholas H. Olander has joined the firm as Accountant & Tax Associate. Originally from Madison, MS, Nicholas graduated from the University of Mississippi with a Bachelors of Accounting and a Masters of Accounting, and is actively pursuing his CPA license. Outside of work he enjoys spending time in the outdoors, hanging out with friends and family, and watching sports.
Nicholas H. Olander has joined the firm as Accountant & Tax Associate. Originally from Madison, MS, Nicholas graduated from the University of Mississippi with a Bachelors of Accounting and a Masters of Accounting, and is actively pursuing his CPA license. Outside of work he enjoys spending time in the outdoors, hanging out with friends and family, and watching sports.
Grace M. Rogers
Senior Accountant
Non-Licensed
Grace Rogers graduated from Shorter University in Georgia with a degree in Accounting and a graduate degree in the Master of Accountancy program all while she played college basketball. Grace is trained in QuickBooks and Xero and welcomes the task of keeping our business clients on track. She is well-versed in individual and business tax preparation and incorporates this knowledge into her monthly review of our business client’s financials for tax planning. Grace is a CPA candidate. She enjoys spending time with her family, reading, playing sports and hiking.
Grace Rogers graduated from Shorter University in Georgia with a degree in Accounting and a graduate degree in the Master of Accountancy program all while she played college basketball. Grace is trained in QuickBooks and Xero and welcomes the task of keeping our business clients on track. She is well-versed in individual and business tax preparation and incorporates this knowledge into her monthly review of our business client’s financials for tax planning. Grace is a CPA candidate. She enjoys spending time with her family, reading, playing sports and hiking.
Caitlin M. Crowley
Accounting Assistant
Non-Licensed
Caitlin has transitioned from the firm's administrator to Accounting Assistant. A graduate of SUNY Fredonia, Caitlin holds a bachelor's degree in Psychology and minor in Criminal Justice. With over 10 years of professional experience, Caitlin has extensive customer care training and is looking forward to supporting our accounting team and business partners. In her free tine, she enjoys reading, running and volunteering for the Humane Society of Charlotte.
Caitlin has transitioned from the firm's administrator to Accounting Assistant. A graduate of SUNY Fredonia, Caitlin holds a bachelor's degree in Psychology and minor in Criminal Justice. With over 10 years of professional experience, Caitlin has extensive customer care training and is looking forward to supporting our accounting team and business partners. In her free tine, she enjoys reading, running and volunteering for the Humane Society of Charlotte.
Brian Sommermann
Accountant I Tax Associate
Non-Licensed
Brian Sommermann, originally from New Jersey, graduated from Rutgers University - New Brunswick with a Bachelor’s of Science in Supply Chain Management & Market Science. Previously an Honors Business Instructor in Florida, Brian is excited to join the accounting team and work with business clients in Charlotte. When he's not working, Brian loves to spend time with his wife, son, dogs, and friends.
Brian Sommermann, originally from New Jersey, graduated from Rutgers University - New Brunswick with a Bachelor’s of Science in Supply Chain Management & Market Science. Previously an Honors Business Instructor in Florida, Brian is excited to join the accounting team and work with business clients in Charlotte. When he's not working, Brian loves to spend time with his wife, son, dogs, and friends.
