| Meet the Team! |
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| Johanna Fox Turner, CPA/CFS, CFP®, Pres. |
Certified Financial Planner
Certified QuickBooks ProAdvisor
Income Tax Planning and Preparation
Business Start-ups
Future Wealth Planning |
"We make a living by what we get, but we make a life by what we give."
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Hometown: Mayfield, KY
Education: BS in Accounting from David Lipscomb College where she was valedictorian of her class. She has her CPA and, most recently, CFP® (Certified Financial Planner) certifications.
About Johanna: She lives in Mayfield with her husband, Bob and Bob’s daughter, Katharina. When she’s not in the office you can find her riding her bike in the country.
Fact: For three years Johanna was a majorette in high school and twirled fire batons at football games!
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| Paul D. Bell, CPA, Managing Accountant |
Certified QuickBooks ProAdvisor
Certified QuickBooks Point-of-Sale ProAdvisor
Certified QuickBooks Enterprise ProAdvisor
Certified QuickBooks Trainers Network
Intuit Accountant Speakers' Bureau, member
Microsoft Partner
Tax Preparation
Technology Advisor
Small Business Advice
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"What you do speaks so loudly that I cannot hear what you say." -Ralph Waldo Emerson
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Hometown: Louisville, KY
Education: BS in Accounting from Murray State University. He recently earned his CPA license and is a Certified QuickBooks ProAdvisor.
About Paul: He lives in Coldwater (Murray) with his wife - and high school sweetheart - Lisa. Paul enjoys tennis, basketball, playing guitar and video games, and recently shot his first “hole-in-one” golfing!
Fact: Paul loves watching sports and visiting family in Atlanta, Nashville, Louisville and Memphis. He likes rock music (Beatles, Incubus, Foo Fighters), comedian Adam Sandler, and his best friend is TiVo! |
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| James Koinis, CPA Candidate |
Certified QuickBooks ProAdvisor
Certified QuickBooks Point-of-Sale ProAdvisor
Certified QuickBooks Trainers Network
Intuit Accountant Spearkers' Bureau, member
Microsoft Certified Professional
Microsoft Partner
Small Business Assistance
Technology Advisor
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"You don't stop laughing because you grow old, you grow old because you stop laughing."
-Michael Pritchard
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Hometown: Toledo, OH
Education: BS in Accounting from Murray State University with a Finance option. He is a Microsoft Certified Professional and a QuickBooks ProAdvisor.
About James: He lives in Lone Oak with his wife, Misty, and their children, Lani and Camden. He enjoys golfing and spending time with his family.
Fact: James once rode his bike over 400 miles from Toledo, OH to the Mackinaw Bridge which connects the upper and lower peninsulas of Michigan! |
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| Teresa Ray, CPA Candidate |
Certified QuickBooks ProAdvisor
Bookkeeping
BackOffice Accountant™
Client Services
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"Help me to remember, Lord, that nothing's going to happen today that you and I can't handle together."
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Hometown: Burkley, KY
Education: BS in Accounting from Murray State University with high honors. AS in Accounting from Paducah Community College, and Accounting certificate from KCTCS.
About Teresa: She lives in Columbus with her husband Kevin, their children, Courtney and Colton, and their dog, Benji. In her spare time Teresa likes reading, doing word puzzles, watching movies, swimming, spending time with her family and attending church events where she teaches Sunday school, plays the piano, and serves as Treasurer.
Fact: Teresa is a fan of “Gone with the Wind” and met Butterfly McQueen who played Scarlett’s maid, “Prissy.” She also loves baseball and is a big St. Louis Cardinals fan! |
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| Lynda S. Brooks, Marketing Consultant |
Marketing and Advertising
Small Business Advice
Media Relations
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"Vision is the art of seeing things invisible." -Jonathan Swift
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Hometown: Yonkers, NY
Education: BS in Business Administration from Southern NH University. She began working on her certificate in Interior Design at the University of NH.
About Lynda:Lynda spent most of her adult life in NH and now lives in Fulton with her daughter, Hanna. She enjoys herb gardening and aromatherapy, henna painting, finding artwork for her home, spending time with her daughter, and traveling anywhere. Lynda likes music festivals, renaissance faires, wine tasting, and the ocean.
Fact: Lynda met NASCAR driver Ken & Anne Schrader and his truck crew and was their guest in the Loudon pits. She has her motorcycle license and plans on buying her own Harley someday!
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| Michelle Neiswender, Office Manager |
Office Administration
Employee Satisfaction Surveys
Client Services |
"There is a lot to think about, but nothing to worry about."
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Hometown: Oxnard, CA
Education: BS in Business Administration from California State University with an emphasis on Business Law.
About Michelle: She lives in Mayfield with her husband, Thom and daughter, Sara. She enjoys reading, quilting, playing with her daughter, attending church functions and visiting relatives.
Fact: Michelle is a blue belt in karate (fifth level), has gone whitewater rafting in CO, and even jumped out of a perfectly good airplane once! |
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| William R. Petrie, Jr., MACC |
Business Consulting
Tax and Estate Planning
Tax Returns and IRS Intervention
Financial Consultation and Business Planning |
"Carpe Viam" (Seize the Road)
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Hometown: Jacksonville, FL
Education: Masters in Accountancy from the University of North Florida with a taxation focus using the GI bill, and passed his CPA exam in the first sitting.
About Bill: Bill served in the US Navy for 20 years as a technician in command and control communications. He has a son in NJ and a daughter in NC. Bill lives in Mayfield and enjoys running, astronomy, playing bridge, investing and traveling. He coordinates two or three navy ship reunions each year.
Fact: Bill has completed 18 marathons including Boston - twice. He was a government witness in one of the Walker family espionage trials in 1985! |
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