We help bridge the gap between where you are and where you want to be.
ABOUT US
MEET BRIANNE
Brianne has been helping clients plan for their financial futures for 25 years and manages both a CPA firm and a financial planning and advisory practice. Her passion for financial education extends to the classroom, where she is an accounting professor at Auburn University at Montgomery. Brianne is passionate about making finance accessible to everyone and is always looking for new and innovative ways to teach and learn.
When Brianne isn’t busy advising clients or teaching students, she enjoys traveling, pilates, and hanging out with her family and yellow lab, Winter.
Email — LinkedIn — (334)-310-9520
SENIOR ACCOUNTANT
Chelsea Harvey, CPA
Chelsea has been a member of the team since 2021. She graduated from Florida State University with a bachelor’s in marketing and Auburn University at Montgomery with a bachelor’s in accounting. She became a CPA in January of 2024 and enjoys working with clients to ensure they stay on track and meet their goals.
She believes happiness comes from life’s simple pleasures. For her, this means spending quality time with her family (including her 6 rescue dogs and 2 cats), gardening, cheering on the Seminoles, and traveling back home to Florida.
JUNIOR ACCOUNTANT
Zachary Wilson
Zachary interns part time at the office helping wherever he can and doing his best to ensure everything runs smoothly. He plans to study business and accounting in college, but in the meantime juggles his senior year of high-school and year-round soccer. Outside of these hobbies he volunteers for church while also leading small groups for his school and team.
JUNIOR ACCOUNTANT
Jace Werner
From Memphis Tennessee, he has an interest in personal finance and investing and loves to read and study how to apply what he learns to his life. He has many years of customer service and loves meeting and interacting with clients. He has an interest in personal finance and investing and loves to read and study how to apply what he learns to his life. When not in the office, he bartends at local restaurants, spends time with his fiancé and their two cats, or plays golf.