ACCOUNTANT & QUICKBOOKS SPECIALIST
Raised in Slidell, Louisiana, Natasha attended the University of South Alabama. Natasha is our QuickBooks go-to with a heart for community service. She is active at St. Lawrence Catholic Church and serves as Treasurer for Archangel Radio. Outside the office she spends time with her husband, Jason, two dogs and two cats; prefers balcony views to sandy toes.
BOOKKEEPER & CLIENT ACCOUNTING
Raised in Buffalo, New York, Shari keeps you straight! Supporting clients through accuracy with standout service. A Marine veteran Mom and Upstate New York native, she moved back to Alabama in 2018 and now serves as treasurer for the Fore22 Fund. Out of the office she spends family time with her son and two grandsons; spends Sundays in full Bills gear, but has adopted both "Roll Tide" and "War Eagle." Shari lives by Zig Ziglar’s words: “ A positive attitude will have positive results because attitudes are contagious.”
SENIOR ACCOUNTANT & CLIENT ACCOUNTING ADVISOR
Raised in Mobile and a University of Mobile volleyball standout and public accounting graduate (4.0 GPA). In 2022 she earned College Sports Communicators Academic All-America Second Team honors—one of only six NAIA honorees with a perfect GPA and the only SSAC student-athlete recognized. A team captain, she earned SSAC First-Team, SSAC All-Academic, and Barnes & Noble College Scholar-Athlete honors. She brings that captain’s focus and composure to every client interaction. Outside the office she spends time with her husband Sam; loves beach days and time with friends, family and the dog!
CLIENT SERVICE AND FIRM ADMINSTRATION
Rachel is a versatile professional with expertise in IT, bookkeeping, and event planning. A Mobile native, she spent summers in Point Clear and settled in Fairhope with her husband, Zack, in 2013, where they now raise their son. Rachel attended the University of South Alabama, exploring various fields before developing a skill set ideal for managing special projects with precision. Outside work, she enjoys family time at the Fairhope Baseball Park, cooking, football, and game nights with her husband, son, and three dogs.
SENIOR TAX & CLIENT ACCOUNTING ADVISOR
Raised in Montgomery and an Auburn University grad with a master’s in accounting, Jessica focuses on tax planning, consulting, and client accounting. A Montgomery Catholic alum, she was selected to the University of Alabama’s Capstone Leadership Academy, where she sharpened values-based leadership as an SGA leader and cheer squad member. She volunteers at St. Mark the Evangelist Catholic Church and, with her husband Matt, keeps busy with four kids—Maggie, Abigail, Paul, and George. (She’s also Johnny’s younger sister.)
JUNIOR ACCOUNTANT & CLIENT ACCOUNTING ADVISOR
Raised in Jackson, Alabama, Elizabeth holds a Bachelor of Science in Accounting and a Master of Business Administration from South Alabama. She has a passion for traveling, attending concerts, and creating memories with her family, especially her two nephews. Every summer, Elizabeth looks forward to her family’s annual lakeside vacation in Wisconsin, a tradition that brings relaxation and togetherness.
JUNIOR ACCOUNTANT
Raised in Huntsville, Alabama, Haley attended University of Mobile.
During her time at UM, Haley played volleyball and ran cross country, earning recognition on the SSAC All-Academic Team every year. In addition, she was honored with the Champion of Character Award by the Southern States Athletic Conference and inducted into Delta Mu Delta, the honor society for the School of Business.
Outside of the office, Haley enjoys staying active with long runs, thrifting, and reading books.
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