We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of professionals can help you address:
- Tax planning strategies
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*Investment and financial services are offered by Jim Durham through his affiliation with Avantax Investment ServicesSM and Avantax Advisory Services SM
Jim Durham, CPA
Jim Durham grew up in East Tennessee and attended East Tennessee State University. He received his CPA license in 1970. He has been in both public and private accounting, including serving as the Director of Finance for the Tennessee...
Jennifer Winchell, CPA, CFP ®
President | Tax and Wealth Advisor
Debbie joined our firm in the beginning of 2022. She comes to us from Florida with decades of experience in administration from top CPA firms. After moving to Nashville to be closer to family, she plans on making this her...
Jared joined the firm in the beginning of 2021. He obtained his Computer Accounting A.A.S degree from Nashville State Community College. With a thirst for more knowledge, he continued his education and graduated from St. Leo University...
Maria has a Bachelors of Science degree in accounting from Murray State University. She is detailed-oriented and perfect for your bookkeeping needs with here experience in QuickBooks Online. Although she is a native to the state...