Susan started the firm in January, 2001.  She took over the Accounting Practice of Robert Musselman and Associates in Charlottesville merging it with her own clients based in Richmond.

She has a B.S. in Commerce from the University of Virginia and a Masters in Taxation from Virginia Commonwealth University.  She received the AICPA's designation as a Personal Financial Specialist. 

Susan gained valuable experience working at KPMG for over fourteen years.  She served as a Senior Manager in both their Tax and Personal Financial Planning Practices where she provided tax planning, personal financial planning, and tax preparation services to individuals and businesses.

Susan has two children, Kelly is a graduate of the University of Virginia, and Jason is at Virginia Tech.

Allene has seven years experience in corporate financial management as well as five years experience as an auditor for KPMG.  She holds a B.A. in Accounting from Lake Erie College, Painsville, Ohio.

Laura has worked here for six years providing office assistance. She also has seven years experience working in Washington, DC as a consultant in the energy industry. She has a B.A. from the University of Virginia.