partners

Ken graduated from the University of North Carolina at Charlotte in 1986 with a B.S. degree in Business Administration.  Ken returned to UNCC in 1991 to complete his accounting studies and began his public accounting career thereafter in 1992.  He obtained CPA board certification in 1994 and was licensed as a CMA (Certified Managerial Accountant) in 1996.  He has served clients in many industries throughout his career, but has focused on providing audit, review and tax return services to the following industries:

•   Governmental entities (towns, cities, counties, etc.)
•   Manufacturers
•   Construction companies
•   Non-profit organizations
•   Individuals and small businesses

Ken is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 22267.

Ken grew up in Richmond County, NC in the town of Hamlet, which is where he currently resides with his wife Patsy and three children – Reese, Cameron and Alex.

Paul graduated from Appalachian State University in 2007 with a B.S.B.A degree in Accounting and obtained CPA board certification in 2013.  Paul began his public accounting career immediately after graduating from ASU.  He has served clients in many industries over the years, with a focus on providing audit, review, compilation and tax return services to the following industries:

• School boards
• Manufacturers
• Construction companies
• Non-profit organizations
• Individuals and small businesses

Paul is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 37707.

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Paul grew up in Durham, NC and currently resides in Raleigh, NC with his wife Jessica and four children – Chase, Tyler, Anna and Hailey.

Andy graduated from the University of North Carolina at Charlotte in 2007 with a degree in Accounting and Finance and immediately began his career in public accounting working with a large, regional firm in Charlotte, NC.  He has focused his career on providing audit and review services to the following industries:    

• School boards
• Non-profits
• Benefit Plans
• Health care
• Manufacturers
• Construction

Andy is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 43027.

Andy grew up in Taylorsville, NC and currently resides in Huntersville, NC with his wife Lindsay and son Elijah. 

Shannon graduated from Grand Canyon University in 2006 with her Bachelors in Accounting, and from the University of William Howard Taft in 2008 with her Masters in Taxation.  She began her accounting career immediately after graduating from GCU.  She has worked for a large public accounting firm, and worked in the public education, aviation, and retail merchandise industries.  She has served clients in many industries throughout her career, but has focused on the following industries:

• School boards
• Non-profit organizations
• Homeowner Associations
• Real Estate
• Individuals and small businesses

Shannon is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  Her North Carolina CPA certificate # is 39298.

Shannon grew up in the Phoenix, AZ area and currently resides in Elon, NC with her husband Duane, and three children – John, Bradlie, and Trace.

Vince graduated from the University of North Carolina at Charlotte in 1986 with a B.S. degree in Accounting and obtained CPA board Certification in 1988.  Vince began his public accounting career immediately after graduating from UNCC.  He has served clients in many industries over the years, with a focus on providing audit, review and tax return services to the following industries:

• School boards
• Manufacturers
• Construction companies
• Distributors
• Non-profit organizations
• Individuals and small businesses

Vince is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 17546.

Vince grew up in Gaston County, NC.  He currently resides in Gastonia with his wife Pamela and three children – Wesley, Kaylee and Jake.

Adam graduated from the University of North Carolina at Wilmington in 2000 with a Master’s degree in Accounting and obtained CPA board certification in 2005.  Adam began his public accounting career immediately after graduating from UNCW.  He has served clients in many industries over the years, with a focus on providing audit, review and tax return services to the following industries:

• School boards
• Financial institutions
• Manufacturers
• Construction companies
• Non-profit organizations
• Individuals and small businesses    

Adam is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 31653.

Adam grew up in Jacksonville, NC and currently resides in West End, NC with his wife Elizabeth and three children – Luke, Reagan and Katelyn.

Dale graduated from the University of North Carolina at Charlotte in 1993 with a B.S. degree in Accounting and obtained CPA board certification in 1996.  Dale began his public accounting career immediately after graduating from UNCC.  He has served clients in many industries over the years, with a focus on providing audit, review and tax return services to the following industries:

• School boards
• Financial institutions
• Manufacturers
• Construction companies
• Non-profit organizations
• Individuals and small businesses

Dale is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.  His North Carolina CPA certificate # is 23966.

Dale grew up in Montgomery County, NC near the town of Mt. Gilead.  He currently resides in Rockingham, NC with his wife Joy and four children – Mary, Rachel, Anna and Trey (Dale III).