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Our Team

At Crow Shields Bailey, we believe that our people are the heart of the firm.  Our team is dedicated to building relationships with our clients and bringing value to their business. CSB experienced professionals aim to partner with our clients and deliver a variety of tailored services to achieve financial success through personalized customer service.

Find out more about the CSB’s team below and contact us today.

Shareholders

Gina McKellar, CPA, CVA
Managing Shareholder

Meet Gina
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Cindy Rathle, CPA
Shareholder

Meet Cindy
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Joey Bailey, CPA
Shareholder

Meet Joey
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Kristi Daughtery, CPA
Shareholder

Meet Kristi
Andrew Bailey Casual

Andrew Bailey, CPA, ABV
Shareholder

Meet Andrew
Kenny Crow Casual

Kenny Crow, III, CPA
Shareholder

Meet Kenny
Alex Martin Casual

Alex Martin, CPA
Shareholder

Meet Alex

Shareholders Emeritus

J. Kenny Crow, Jr., CPA
Shareholder Emeritus

John R. Shields, CPA, ABV
Shareholder Emeritus

Bruce Dudley, Jr., CPA
Shareholder Emeritus

Ann Broughton, CPA
Shareholder Emeritus

Vivian (Jo) Chateau, CPA
Shareholder Emeritus

PRINCIPALS

Sherri Deighton Casual

Sherri Deighton, CPA
Principal

Meet Sherri

Teresa Ernest, CPA
Principal

Meet Teresa

Hope Hickman, CPA, CGMA
Principal

Meet Hope
Colleen Keleher Casual

Colleen Keleher, CPA
Principal

Meet Colleen
Kirsten Sokom Casual

Kirsten Sokom, CPA
Principal

Meet Kirsten

TEAM

Nikki Allen Casual

Nikki Allen, CPA 
Manager

Meet Nikki
Jessica Eddlemon Casual

Jessica Eddlemon, CPA
Manager

Meet Jessica
Abby Roveda Casual

Abby Roveda, CPA
Manager

Meet Abby
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Allie Pipkins, CPA
Manager

Meet Allie
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Deborah Fisher
Firm Administrator

Meet Deborah
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Sam Yeager-Allen, CPA
Manager

Meet Sam
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Brooke Bunting, CPA
Manager

Meet Brooke
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Andrew Finnorn, CPA
Manager

Meet Andrew
Amanda Kimsey Casual

Amanda Kimsey
Office Manager, Gulf Shores

Meet Amanda
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Lori Blum, EA
Supervisor

Meet Lori
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Zhanna McPhaill, CPA, CFE
Supervisor

Meet Zhanna
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Tait Brutkiewicz, CPA
Supervisor 

Meet Tait
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Brady McAleer, CPA
Senior Accountant

Meet Brady
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Tyler McKeown, CPA
Senior, Client Accounting Services

Meet Tyler
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Manuel “Manny” Cedeño, CPA
Senior, Client Accounting Services

Meet Manny
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Klaudia Downs, CPA
Senior Accountant

Meet Klaudia
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Savanna Wood
Senior Accountant

Meet Savanna
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Adrienne Slater
Senior Accountant

Meet Adrienne
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Georgiana Patrasc
Senior, Client Accounting Services

Meet Georgiana
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Will Lowe, CPA
Staff Accountant

Meet Will
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Skyler Helman
Staff Accountant

Meet Skyler
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Lauren Coakley
Staff Accountant

Meet Lauren
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Chase Sutherland
Staff Accountant

Meet Chase
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Ridley Taylor
Staff Accountant

Meet Ridley
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Lori Voss
Staff Accountant

Meet Lori
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Tate Sparkman
Staff Accountant

Meet Tate
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Heriberto Leal-Suc
Staff Accountant

Meet Heriberto
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Gavin Mims
Staff Accountant

Meet Gavin
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Jennifer Lowe
Supervisor, Client Accounting Services

Meet Jennifer
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Kay Reed
Supervisor, Client Accounting Services

Meet Kay
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Angela Ainsley
Accounting Services Associate

Meet Angela
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Amy Aker
Accounting Services Associate

Meet Amy
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Anita Fleming
Accounting Services Associate

Meet Anita
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Kristen Gibson
Accounting Services Associate

Meet Kristen
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Robin Kyle
Accounting Services Associate

Meet Robin
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Jon DiQuattro
Accounting Services Associate

Meet Jon
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Kate Dirkse
Accounting Services Associate

Meet Kate
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Cairo Plauche’
Outsourced Accounting Specialist

Meet Cairo
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Ashley Aker
Administrative Assistant

Meet Ashley
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Amy Fisher
Administrative Assistant

Meet Amy
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Britney Lister
Administrative Assistant

Meet Britney
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Diana Moore
Administrative Assistant

Meet Diana
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Margaret Murray
Administrative Assistant

Meet Margaret
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Rebekah Hartkopf
Administrative Assistant

Meet Rebekah
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Tara Lazenby
Administrative Assistant

Meet Tara
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Mary Hannah Crow
Marketing Coordinator

Meet Mary Hannah
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Emilee Shuler
IT Coordinator

Meet Emilee

Gina McKellar, CPA, CVA

Gina McKellar, CPA, CVA

Managing Shareholder

Education: University of South Alabama

Specialties: Tax planning and consulting for businesses, estate tax work, business valuations; Human Resources Shareholder

“CSB works with businesses and individuals in the Gulf Coast area and I consider my role to serve as a problem solver for our clients. I enjoy helping them with solutions to business and financial issues that they do not have the personnel or expertise to handle themselves.”

Community Involvement: McGill-Toolen Catholic Foundation Board, University of South Alabama Planned Giving Council, past chair of McGill-Toolen Annual Fund Drive.

Personal: Gina is married to Charles McKellar and mother to Brian (Ellie), Bradley, and Thomas Russell. Her hobbies include running and gardening.

Fun Fact: Gina won the 2018 Nappie Award for Best CPA!

Cindy Rathle, CPA

Cindy Rathle, CPA

Shareholder

Education: University of South Alabama

Specialties: Income and estate tax planning, general business accounting, and consulting.

“I look forward to the opportunities our clients present to us and their willingness to allow CSB to help them achieve their business goals. Our team is an amazing group of talented individuals who are passionate about what they do and always strive to do their best with the firm and our clients.”

Community Involvement: Estate Planning Council of Mobile, Lifelines Family Counseling board member, University of South Alabama Accounting Advisory Board, and past board member of Alabama Society of CPAs.

Personal: Cindy is married to Amin Rathle. They have two daughters, Madeline and Olivia Rathle. Cindy enjoys traveling, spending time with family and friends, and vacationing at the beach.

Joey Bailey, CPA

Joey Bailey, CPA

Shareholder

Education: University of South Alabama

Specialties: Auditing employee benefit plans, contractors, and medical practices.

“Our teamwork approach helps our clients succeed.”

Community Involvement: Superhero Foundation of Mobile, Real Men Wear Pink

Personal: Joey is married to Connie Smith Bailey and has three children: Michael, Mary Catherine, and Scott. He enjoys kayaking and golfing in his spare time.

Fun Fact: Joey was 8 hours and 35 minutes away from being a leap year baby.

Kristi Daughtery, CPA

Kristi Daughtery, CPA

Shareholder

Education: The University of Alabama

Specialties: Individual, partnership, corporate, fiduciary, estate, and gift tax; client accounting services; Daphne office manager; and practice development leadership on the Eastern Shore.

“CSB has all of the essential tools of an exceptional team. Our hard work and dedication to bring our clients value and exceed their expectations inspires me and keeps me motivated.”

Community Involvement: St. Patrick Catholic Church member where she serves on the finance council, Ladies of Legacy Treasurer (McGill-Toolen alumni of the basketball and volleyball programs), A-Club member (Alabama athletics), Diamond Backers member (Alabama softball), Daphne-Spanish Fort Rotary Club Board Member.

Personal: Kristi is married to Brian Daughtery and mother to Jonah, Jamison, and Anna Collins. Her hobbies include anything and everything with her children, being outdoors, and spending time with family at the beach.

Fun Fact: Kristi won the Optimist Club Oratorical contest when she was in 5th grade.

Andrew Bailey, CPA, CVA, ABV

Andrew Bailey, CPA, CVA, ABV

Shareholder

Education: Birmingham-Southern College (Birmingham)

Specialties: Business valuations, litigation support, high net-worth individuals, closely-held businesses and family limited partnerships, estate planning, trust planning, and gift taxation planning.

“The culture at Crow Shields Bailey is hard to find anywhere else in public accounting. This translates to not only great relationships with co-workers, but thriving relationships with clients with whom we can celebrate success.”

Community Involvement: Board Member Eastern Shore Chamber of Commerce, Leadership Baldwin Class of 2022, Past President of Eastern Shore Chamber of Commerce Young Professionals, Board Member of the Estate Planning Council of Mobile, Inc., Board Member of Alabama Federal Tax Clinic, Junior Achievement classroom volunteer, and member of St. James Episcopal Church in Fairhope.

Personal: Andrew is a Huntsville native married to Jenny Speir of Fairhope. Andrew and Jenny reside in Fairhope with their son Win and their daughter Annie. In his spare time, Andrew enjoys weekends at the hunting camp or on the water, cooking on his Big Green Egg, and spending time with family and friends. He and Jenny also enjoy trying new restaurants around Fairhope, now that they are residents there!

Fun Fact: Andrew is a Dead Head and tries to see Dead & Company at least once a year.

Kenny Crow, III, CPA

Kenny Crow, III, CPA

Shareholder

Education: The University of Alabama

Specialties: Specialization in audit services include real estate, construction, manufacturing and distribution, nonprofits, and employee benefit services industries. Specialization in tax services include high net-worth individuals, partnerships, and corporate tax returns.

“This is the beginning of a new day. God has given me this day to use as I will. I can waste it or use it for good. What I do today is very important because I am exchanging a day of my life for it. When tomorrow comes, this day will be gone forever, leaving something in its place I have traded for it. I want it to be gain, not loss — good, not evil. Success, not failure in order that I shall not forget the price I paid for it.” – Bear Bryant

Community Involvement: Involved in Young Professionals of Mobile, Alabama AGC, Senior Bowl Committee, Chamber Chase, and member of St. Ignatius Catholic Church.

Personal Hobbies : Kenny’s hobbies include watching college football and NFL; hunting and fishing; and playing golf, basketball, and tennis. Kenny is married to Mary Hannah and they have one daughter (Anna).

Fun Fact: Kenny has been to every National Championship game Alabama has played in since Nick Saban became their coach: 2009, 2011, 2012, 2015, 2016, 2017, 2018, 2020, and 2021!

Alex Martin, CPA

Alex Martin, CPA

Shareholder

Education: Auburn University

Community Involvement: Members of St. Laurence Catholic Church in Fairhope. Youth Soccer Coach with the Fairhope Soccer Club.

Personal: Married to Mallory, lives in Fairhope, and they have two sons, James (6) and Wells (4), and a dog, Murphy (who is old and grumpy). Alex enjoys football Saturdays in the fall, golfing (poorly), and being outside with his kids. 

“My favorite part of CSB is having the opportunity to provide value to a diverse set of clients while working with a talented team of individuals who are all committed to serving our clients well. The leadership at CSB has brought together a group of high character people who love to work hard and have a good time while doing it.”

Fun Fact: Alex climbed Mt. Massive in Leadville, CO, one of the 14,000 ft peaks and the second-highest summit in the Rocky Mountains.

Sherri Deighton, CPA

Sherri Deighton, CPA

Principal

Education: Walsh University (North Canton, OH)

Specialties: Individual, corporate, partnership, trust, estate, and gift tax returns; specializing in estate and trust planning.

“I enjoy being part of a team that helps clients succeed in their business.”

Community Involvement: Member and lector of St. Richard Catholic Church; member of MOCPA, AICPA, and ASCPA.

Personal: Sherri is married to Joseph Deighton and mother to Jacob and Timothy Deighton. In her spare time, she enjoys reading, traveling, and spending time with her family and her dog.

Fun Fact: In Sherri’s sophomore year of college, she lived on a co-ed floor. Her RA (resident advisor) ended up being her future husband!

Teresa Ernest, CPA

Teresa Ernest, CPA

Principal

Education: Rhodes College (Memphis, TN)

Specialties: Preparation and supervision of personal, corporate, partnership, trust, estate, and nonprofit tax returns; specializing in tax planning and preparation for high net worth clients and preparation of nonprofit information returns.

“I enjoy the long-term relationships I have with the clients I work with at CSB. I get a lot of satisfaction from working with individuals along with their family members and business enterprises and helping them achieve their long-term goals. I believe that my client service goals are closely aligned with CSB’s vision statement, and I am excited to be able to offer additional services to clients.”

Community Involvement: Sustaining member of Junior League of Mobile and Estate Planning Council of Mobile member.

Personal: Teresa is married to Walter Ernest, IV and mother to Elizabeth and Caroline Ernest. Her hobbies include traveling, reading, and spending time with family, friends, and her pets.

Fun Fact: Being such an accountant and planner, Teresa’s first child was born on her due date.

Hope Hickman, CPA, CGMA

Hope Hickman, CPA, CGMA

Principal

Education: University of South Alabama

Specialties: Auditing with expertise in employee benefit plan, construction contractors, retail, wholesale, and condominium associations; QuickBooks expertise.

“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill

Personal: Hope enjoys traveling and cooking in her spare time.

Fun Fact: Hope has a collection of shot glasses from her travels around the world.

 

Colleen Keleher, CPA

Colleen Keleher, CPA

Principal

Education: Spring Hill College and University of South Alabama

Specialties: Audit, employee benefit plans, complex entity structures, partnerships and LLCs, agricultural enterprises, quality control, and A&A best practice

“CSB is committed to providing value to clients above and beyond basic financial audit and tax return preparation by offering timely advice and always being readily available to answer questions. Our team members show true dedication to client service and quality work. “

Community Involvement: Mobile Botanical Gardens, South Alabama Nursery and Landscape Association, Alabama Nursery and Landscape Association, and Azalea Society of North America.

Personal: Colleen is married to Maarten van der Giessen. She spends time hiking, gardening, reading, rescuing animals (currently cares for two dogs and five cats), and working as controller for her family business of Van Der Giessen Nursery, Inc.

Fun Fact: Colleen was born in Montreal, Canada and has been heading south ever since!

Kirsten Sokom, CPA

Kirsten Sokom, CPA

Principal

Education: University of South Alabama

Specialties: Audit services for construction, manufacturing, and distribution companies; engagement quality control and best practices.

“I enjoy working at CSB for our amazing team. Each day we strive to surpass client expectations by delivering top notch customer service and solutions through our broad range of services.”

Community Involvement: Thomas Hospital Foundation, Mitchell College of Business Accounting Advisory Board, Distinguished Young Women, Eastern Shore Chamber of Commerce, University of South Alabama Alumni Association, Member of First Baptist Church of Fairhope.

Personal: Kirsten is married to Sim Sokom and mother to Nathan and Lena. In her free time she enjoys traveling and hiking.

Fun Fact: Growing up, Kirsten swam competitively. She has swam with several local clubs, including Lake Forest, Fairhope Area Swim Team, and BMAC. Kirsten has also worked as a lifeguard and taught children’s swimming lessons.

Nikki Allen, CPA

Nikki Allen, CPA

Manager

Education: Spring Hill College Bachelor of Science in Management/Liberal Arts; University of South Alabama Masters of Accounting

Specialties: Preparation of individual, small business, partnership, S Corp, and corporate tax returns. 

“CSB has an incredible team culture at its foundation, which affects not only the team within the firm but expands into relationships with clients. It is evident that the people here care about each other and their clients alike. That is what makes CSB unique and a special place to be a part of.”

Community: Active in the Corpus Christi Catholic Church parish and school

Personal: Nikki is married to Adron Allen and they have two children together – Rex and Amelie. They recently moved back to Mobile from the Houston area, and they are excited to be back in the wonderful Gulf Coast culture and to share that with their children! 

Fun Fact: As a Louisiana native, Nikki is a lifelong LSU and Saints fan!

Jessica Eddlemon, CPA

Jessica Eddlemon, CPA

Manager

Education: University of South Alabama, Finance and Accounting

Specialties: Preparation of individual, partnership, and corporate tax returns.

“It is the quality of one’s convictions that determines success, not the number of followers.” – Remus Lupin

Community Involvement: Jessica is a member of Creekwood Church of Christ

Personal: Jessica was born and raised in Mobile. She has a husband and 3 children. In her free time, she enjoys going camping with her family.

Fun Fact: Jessica was in the Macy’s Thanksgiving Day Parade in 2004 with her high school marching band!

Abby Roveda, CPA

Abby Roveda, CPA

Manager

Education: The University of Alabama

Specialties: Audit, review, and compilation services for non-public companies; audits of employee benefit plans. Abby also assists clients with business valuation services and consulting. She is also heavily involved in on-campus recruiting.

“Crow Shields Bailey genuinely cares about their own people, clients, and community. That was an important factor for me when choosing a place to build my career.”

Community Involvement: Camp Rap A Hope Board of Directors, Co-Chair of Turkey Trot for Hope 5K. Member of Prince of Peace Catholic Church in Hoover, AL.

Personal: Abby is married to David Roveda and they have a son (George) and a daughter (Jo). Abby began her career in Mobile but currently works remotely from Birmingham, Alabama while her husband finishes his medical residency training at UAB. She enjoys spending time with her family, cooking, baking, and listening to true crime podcasts.

Fun Fact: Abby created an Amazing Race scavenger hunt for the entire office as part of our 2018 CSB Team Retreat with the help of her husband. The race led 6 CSB teams through the streets of downtown Mobile, solving clues and completing tasks in order to be the first to finish. Abby credits her and her husband’s love of bad reality television and board games for the success of the race.

Allie Pipkins, CPA

Allie Pipkins, CPA

Manager

Education: The University of Alabama & University of South Alabama

“Coming together is a beginning, keeping together is progress, working together is success.” – Henry Ford

Specialties: Audits of construction contractors, manufacturing and distribution companies, and employee benefit plans.

Community Involvement: Member of Springhill Baptist Church

Personal: Allie is married to Richard Pipkins. In her free time she enjoys spending time with my friends and family, exercising, and cooking.

Fun Fact: Allie has a black Labrador Retriever named Maggie.

Deborah Fisher

Deborah L. Fisher 

Firm Administrator

Education: University of South Alabama

Specialties: Human resources compliance, benefit selection and administration, recruiting, marketing, and operations management.

“Do not go where the path may lead, go instead where there is no path and leave a trail” –Ralph Waldo Emerson. “I think this quote captures CSB’s vision. We are committed to being here not only today, but well into the future to serve our clients and provide long-term careers for our team.”

Community Involvement: Supporter of Make-A-Wish, Junior Achievement, American Cancer Society, Child Advocacy Center, Salvation Army, Camp Rap-A-Hope, and March of Dimes.

Personal: Deborah is mother to Blaine Hennis and Emilee Shuler, and grandmother to Finn Shuler. Her hobbies include reading, writing literary short stories, and spending time with family.

Fun Fact: Deborah grew up on a farm and was in several horse shows with her Quarter Horse “Gal.”

Brooke Bunting, CPA

Brooke Bunting, CPA

Manager

Education: Spring Hill College and The University of South Alabama

“Everything happens for a reason.”

Community Involvement: St. Ignatius Catholic Church Member

Personal: Brooke is married to Geoffrey Bunting and they have a son named Graham. In her spare time, she enjoys working out, traveling, and being with her family and friends.

Fun Fact: Brooke spent a month studying abroad in London and got to visit France, Ireland, and other places in the U.K.

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Andrew Finnorn, CPA

Andrew Finnorn, CPA

Manager

Education: University of South Alabama

“Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.” – Michael Jordan

Community Involvement: Member of Corpus Christi Catholic Church

Personal: I spend most of my free time fishing out of my kayak or boat. I enjoy competing in fishing tournaments along the gulf coast.

Fun Fact: I once spent four hours with friends fighting a sailfish in our kayaks in Navarre, Florida. When we landed the sailfish, we were five miles offshore.

Amanda Kimsey

Amanda Kimsey

Office Manager, Gulf Shores

Education: 

Community Involvement: 

Personal: 

Fun Fact: 

Lori Blum, EA

Lori Blum, EA

Supervisor

Education: University of South Alabama

Specialties: Personal and business tax preparation, monthly and year-end small business write-up, preparation of reviewed and compiled financial statements, preparation of contractor license renewals, training and supporting clients on their small business accounting software, and QuickBooks and Sage 50.

“I enjoy the variety of dynamic work in accounting. With Crow Shields Bailey, there is always a new challenge and a new opportunity to help clients achieve their financial goals.”

Personal: Lori enjoys gardening and home improvement projects, reading, going to the beach, and spending time with family.

Fun Fact: Lori used to dress up as a mouse, a bear, and many other animals and dance around for a living.

Zhanna McPhaill, CPA, CFE

Zhanna McPhaill, CPA, CFE

Supervisor

Education: Altai State University, Russia

Specialties: Governmental and business accounting, business and individual tax preparation, tax advisory and compliance, fraud prevention and investigation, internal control evaluation and implementation.

“It is literally true that you can succeed best and quickest by helping others to succeed.” – Napoleon Hill

Personal: Zhanna likes to think of herself as a world traveler, but she has gotten behind on her bucket list in the last couple of years!

Fun Fact: Before she entered the world of accounting, Zhanna pursued a career in the performing arts!

Tait Brutkiewicz, CPA

Tait Brutkiewicz, CPA

Supervisor

Education: San Diego State University

“Every moment is a fresh beginning.” – T.S. Eliot

Personal: Tait grew up in Northern CA and moved to SoCal (San Diego) for college. She met her husband in San Diego and moved to the East Coast after graduating but have since found my way to the South (LA). I have two labs named Nemo and Gypsy and most of my free time is spent spoiling them or off somewhere reading a book.

Fun Fact: Nemo (her dog) is in fact named after the fish and her other dog, Gypsy, is named after her favorite Fleetwood Mac song. 

Brady McAleer, CPA

Brady McAleer, CPA

Senior Accountant

Education: Bachelor of Science in Business Administration with a concentration in Accounting

Master of Accounting from the University of Alabama at Birmingham

Specialties: Preparation of business and individual tax returns.

“You will face many defeats in life, but never let yourself be defeated” -Maya Angelou

Community Involvement: Brady is involved with her parish, St. Ignatius Catholic Church.

Personal: Brady enjoys going to the gym, cooking, and reading. She also really loves going to the river and spending the day on the water with her friends.

Fun Fact: Brady was a cheerleader in the Macy’s Thanksgiving Day Parade when she was a senior in high school. They were right in front of KISS and were able to see them perform!

Tyler McKeown, CPA

Tyler McKeown, CPA

Senior, Client Accounting Services

Education: University of South Alabama

“Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.” – John Wesley

Community Involvement: Volunteer at Surge Church services and community events.

Personal: Follower of Jesus. Enjoys exercise and fitness, reading, learning, and listening to podcasts.

Fun Fact: Tyler is a huge Marvel and Star Wars nerd!

Manuel “Manny” Cedeno, CPA

Manuel “Manny” Cedeño, CPA

Senior, Client Accounting Services

Education:

Oak Mountain Highschool 2007

Community College of the Air Force 2013 and 2018

University of South Alabama 2021

Specialties:

“The secret to getting ahead is getting started” – Mark Twain

Community Involvement:

Feeding the Gulf Coast, American Cancer Society Chili Cookoff

Personal:

I enjoy traveling whether it is in the United States or out of the United States. I have been to 11 other countries, some in the Caribbean, Central America and Europe. I enjoy trying new cuisines from around the world as well as trying new recipes for cooking or baking.

Fun Fact:

Has gone to Oktoberfest in Munich, Germany

Klaudia Downs

Klaudia Downs, CPA

Senior Accountant

Education: BS in Accounting from Grand Canyon University

Specialties: Preparation of individual and business tax returns.

“Imperfection is beauty, madness is genius, and it’s better to be absolutely ridiculous than absolutely boring.” – Marilyn Monroe

Personal: Klaudia and her husband Austin have three children: Hazel, Emmett, and Lydia. They love to get outside as a family!

Fun Fact: Klaudia and her family lived in Arizona for a few years while her husband served in the United States Air Force!

Savanna Wood

Savanna Wood 

Senior Accountant

Education: University of South Alabama

Specialties: Audits of construction contractors, manufacturing and distribution companies, and employee benefit plans. Review and compilation services for non-public companies.

“A mind that is stretched by new experiences can never go back to its old dimensions.” -Oliver Wendell Holmes, Jr.

Community Involvement: Savanna participates in tutoring for college level students at the University of South Alabama, and is the former treasurer of Beta Alpha Psi at the University of South Alabama.

Fun Fact: Savanna enjoys working out, reading, and making art in her free time.

 

Adrienne Slater

Adrienne Slater 

Senior Accountant

Education: University of Southern Mississippi – Accounting BSBA, Master of Professional Accountancy

Specialities: Preparation of business and individual tax returns.

“If you remain in me and my words remain in you, ask whatever you wish, and it will be done for you.” – John 15:7

Personal: Adrienne enjoys working out, going out on the boat, spending time with friends and family, and taking her dog on walks.

Fun Fact: Adrienne has a golden retriever named Sunny!

Georgiana Patrasc

Georgiana Patrasc 

Senior, Client Accounting Services

Education: Mississippi State University, Valdosta State University

Personal: Georgiana loves going to the beach, traveling, and reading.

Fun Fact: Georgiana played tennis for Mississippi State University and was ranked 32nd in the country in singles and 29th in doubles!

Will Lowe

Will Lowe

Staff Accountant

Education: University of South Alabama

“If you can dream it, you can do it.” – Walt Disney

Personal: Will grew up in Huntsville, but moved to Mobile for college. After spending 4 years here, he decided to stay!

Fun Fact: Will loves playing board games!

Skyler Helman

Skyler Helman

Staff Accountant

Education: University of Southern Mississippi at Gulf Park – Bachelor of Science in Business Administration-Accounting, minor in Management

“We are what we repeatedly do; excellence, then is not an act but a habit.” – Aristotle

Community Involvement: Accounting Honor Society, Phi Theta Kappa

Personal: Skyler was born in Indianapolis, IN and raised in Bay St. Louis, MS. He is a USAF SSgt veteran with 6 years’ experience (2012-2018) in security, law enforcement, and training.

Fun Fact: Skyler lived in Sicily, Italy for 3 years and has traveled to six other countries. His favorite place he traveled to is Florence, Italy!

Lauren Coakley

Lauren Coakley

Staff Accountant

Education: Mississippi State University – Bachelor of Accountancy, Master of Professional Accountancy

“Don’t be afraid of failure, be afraid of not trying in the first place.” – Marie Forleo

Community Involvement: Member of Our Lady of Victories Catholic Church

Personal: In Lauren’s free time, she enjoys hanging out with friends and family, going to the islands or up the river, and cooking new recipes.

Fun Fact: Lauren has a Golden Retriever named Duke!

Chase Sutherland

Chase Sutherland

Staff Accountant

Education: University of South Alabama

“The only thing standing between you and outrageous success is continuous progress.” – Dan Waldschmidt

Community Involvement: Volunteer at Feeding the Gulf Coast

Personal: Chase’s two dachshunds are his favorite thing to come home to every day. The oldest is Maui, who is 18 years old, and the youngest is Chevy, who is 5 years old.

Fun Fact: Chase is distantly related to the actor Donald Sutherland, who played President Snow in the Hunger Games series!

Ridley Taylor

Ridley Taylor

Staff Accountant

Education: The University of Alabama

“For nothing is impossible with God.” Luke 1:37

Community Involvement: Big Brothers Big Sisters of South Alabama, Elberta Church

Personal: Ridley enjoys traveling, going out on the boat, and hanging out with friends and family. She has a golden retriever, Walter, who is very spoiled and wild! Her boyfriend, Jordan, and she enjoy taking Walter on rides in their side-by-side in the evenings to watch the sunset.

Fun Fact: Ridley lives on a palm tree farm!

Lori Voss

Lori Voss

Staff Accountant

Education: University of Alabama at Birmingham (UAB)

“Wherever your treasure is, there the desires of your heart will also be.” Matthew 6:21

Personal: Lori enjoys spending time with her husband and three boys. They can usually be found at the karate dojo, or karate tournaments, where all three boys participate.

Fun Fact: Lori has always homeschooled her 3 boys. Her oldest will graduate high school this year. 

Tate Sparkman

Tate Sparkman

Staff Accountant

Education:  Auburn University BSBA – Accounting ’23
Auburn University Master of Accountancy ’24

“A joyful heart is more easily made perfect than a downcast one.”-St. Phillip Neri

Personal: I love Auburn Football and Basketball, as well as pro football, hockey, basketball and baseball. I also enjoy reading about history and theology when I have time.

Fun Fact: I graduated high school with 11 (yes, eleven) people!

Heriberto Leal-Suc

Heriberto Leal-Suc

Staff Accountant

Education: University of South Alabama

“Life is like accounting. Everything must be balanced.” 

“The greatest asset is faith. The greatest liability is fear”

“Believe you can and you’re halfway there.” – Theodore Roosevelt

Personal: I love to go to the beach a lot. I love watching sunsets/sunrises which they are very beautiful in our area. I love hanging out with my friends/family and going out to eat. I love traveling and learning about new cultures. I am into archeology and human civilization. I have traveled to Africa, Europe, Asia, Central America, Caribbean. I love learning new things that impact my life. 

Fun Fact: I am fully bilingual in Spanish and English. I have camped in Petra/Wadi Rum in Jordan with Bedouins. I have also spent quite some time in Varanasi India. I have visited 10 countries and plan to visit more. I have had the opportunity to visit some of Egypt’s most ancient villages and spent time with locals. I have also seen the Taj Mahal in India.

Gavin Mims

Gavin Mims

Staff Accountant

Education: The University of Alabama

“Volume negates luck, do what needs to be done for it to be unreasonable for you not to be successful.” – Alex Hormozi

Personal: Gavin enjoys playing pickleball and recently took up golf. He also likes to hang out with his friends any chance he gets and spends every Saturday in the Fall watching Alabama football.

Fun Fact: Gavin’s handicap in golf is currently too high to count.

Jennifer Lowe

Jennifer Lowe 

Supervisor, Client Accounting Services

Education: Owens Community College, Ohio

Specialties: Bookkeeping, payroll, non-profit bookkeeping.

“It takes courage to grow up and become who you really are.” – E.E. Cummings

Community Involvement: Certified Bridges Out of Poverty facilitator, American Heart Association, Susan G Komen Foundation, and volunteer for Rainbow Mobile.

Personal: Jennifer just moved to Daphne from Ohio in June of 2021. She has been happily married for 2 years. She has 2 adult children: a step-son and a daughter, both of whom live in Ohio still, and a son who is a sophomore at Daphne high school. Jennifer loves to travel, kayak, is a huge book nerd, and loves all genres of music.

Fun Fact: Jennifer has attended over 50 concerts and seen 150 music artist live! She has met Jason Aldean and had breakfast with the Swan Brothers.

Kay Reed

Kay Reed

Supervisor, Client Accounting Services

Education: University of Southern Mississippi

Specialties: Bookkeeping and payroll services for small business clients.

“I enjoy working with small business owners to assist them with achieving their financial goals.”

Personal: Kay enjoys spending time reading and swimming.

Fun Fact: The sport Kay most enjoys participating in is sailing.

 

 

Angela Ainsley

Angela Ainsley

Accounting Services Associate

Education: 

Community Involvement: 

Personal: 

Fun Fact: 

Amy Aker

Amy Aker

Accounting Services Associate

Education: 

Community Involvement: 

Personal: 

Fun Fact: 

Anita Fleming

Anita Fleming

Accounting Services Associate

Education: 

Community Involvement: 

Personal: 

Fun Fact: 

Kristen Gibson

Kristen Gibson

Accounting Services Associate

Education: University of South Alabama

Specialties: Administrative services, data entry, client accounting services.

“Optimism is the faith that leads to achievement.” Helen Keller

Personal: Kristen enjoys gaming, crocheting, music, and occasional programming.

Fun Fact: Kristen has attended three Pensacola Comic Conventions!

Robin Kyle

Robin Kyle 

Accounting Services Associate

Specialties: Accounts payable and purchasing.

“For I know the plans I have for you, declares the Lord, plans for you to prosper you and not to harm you, plans to give you hope and a future.” – Jeremiah 29:11
“If you have a job to do, do it right the first time.” – Robin’s dad

Community Involvement: Robin is a member of Wilmer Baptist Church and their Sequel Sister group.

Personal: Robin has two children, a son (Rusty) and a daughter (Lakyn). She enjoys spending her free time either outside in her yard or on the water. She also enjoys crafting, watching Nascar, and watching Alabama football.

Fun Fact: Robin was a member of the Tanner Williams Volunteer Fire Department for 25 years and worked as an emergency dispatcher for the City of Mobile Fire Department. She became a certified fireman through the Alabama State Fire College!

 

Jon DiQuattro

Jon DiQuattro

Accounting Services Associate

Education: Millersville University of Pennsylvania

“Let perseverance finish its work so that you may be mature and complete, not lacking anything.” James 1:4

Community Involvement: Pastor at Authentic Life Church for 14 years.

Personal: Jon is a huge music lover and can play piano, guitar, bass, drums, and ukulele. He loves to read, ride
motorcycles and go camping as often as possible. 

Fun Fact: In 2008, Jon climbed a volcano in Ecuador and touched the snow cap!

Kate Dirske

Kate Dirske

Accounting Services Associate

Education: B.S. Double Major Finance and Accounting from Lee University

“CSB makes everyone who works with them or for them feel like family” – Kate

Community Involvement: Assistant coach for South Alabama Soccer, coach at AFC Mobile

Personal: Kate loves spending time with her family and friends. She is the youngest of three children and has two
nieces.

Fun Fact: Kate loves anything that has to do with sports and really loves pickle ball.

Cairo Plauche’

Cairo Plauche'

Outsourced Accounting Specialist

Education: Mississippi College – BSBA Accounting and Servant Leadership Minor

“Whatever you do, work at it with all your heart, as though you are working for the Lord rather than for people.” Colossians 3:23

“It is not the Can’t Can’t, it’s the Can Can!” – Her childhood best friend

Community Involvement: Member of Fairhope United Methodist Church

Personal: Cairo enjoys listening to podcasts and audiobooks, playing with her cats, spending time with friends and family, serving her community with her church, and exploring new hobbies and activites.

Fun Fact: Cairo’s favorite holiday is Mardi Gras!

Ashley Aker

Ashley Aker

Administrative Assistant

Education: University of Florida

Specialties: Administrative support

“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” – Thomas Edison

Community Involvement: Ashley makes donations when she can to various organizations, such as St. Jude’s, Salvation Army, and more. She has also participated in the walk for ALS in remembrance of a family friend.

Personal: Ashley is originally from Central Florida and moved to Alabama a few years ago. She has 5 siblings and 2 nephews. Her favorite things to do include reading books of various genres and spending time with her family, whether it’s watching Saturday football or attending family gatherings.

Fun Fact: Ashley has traveled to many states, including Tennessee, Wisconsin, Oregon, and Maryland!

Amy Fisher

Amy Fisher

Administrative Assistant

Education: Licensed real estate agent, certified medical transcriptionist

Specialties: Administrative services and client support.

“The essence of optimism is that it takes no account of the present, but it is a source of inspiration, of vitality and hope where others have resigned; it enables a man to hold his head high, to claim the future for himself and not to abandon it to the enemy.” – Dietrich Bonhoeffer

Community Involvement: Saraland Lions Club

Personal: Amy has 3 lovely grandchildren and enjoys spending time with them. She has many hobbies including furniture restoration, sewing, doll-making, and cake decorating.

Fun Fact: Amy watches Peanuts Cartoons every holiday and has a pet rabbit named Brownie!

Britney Lister

Britney Lister 

Administrative Assistant

Education: Hendrix College

Specialties: Administrative services and client support.

“Around here, we don’t look backwards for very long. We keep moving forward, opening up new doors, and doing new things. Because we’re curious…and curiosity keeps leading us down new paths.” – Walt Disney

Personal: Britney enjoys reading, canoeing, traveling, hiking, and photography.

Fun Fact: Britney has lived in four states in two years, loves Ethiopian food, and is distantly related to Don Miguel Eslava, the founder of Mobile, and Robert Lister, who inspired Listerine.

Diana Moore

Diana Moore 

Administrative Assistant

Education: Auburn University

Specialties: Administrative support and client service.

“One of my favorite things about my job is the interaction with so many different people.”

Community Involvement: Active member at Foley United Methodist Church.

Personal: Diana has two daughters, Melissa and Amanda, and grandson Alexander.

Fun Fact: As a child, Diana won a state competition in 4-H on the campus of Auburn University doing a Meats Illustrated Talk (information on beef and nutrition)!

Margaret Murray

Margaret Murray 

Administrative Assistant

Education: University of South Alabama

Specialties: Administrative duties and client services

Favorite Quote: Isaiah 41:10 – So do not fear, for I am with you; for I am your God.  I will strengthen you and help you; I will uphold you with my righteous right hand.

Community Involvement: Sustaining member of the Junior League of Mobile, Board member of the Friends of the Museum of Mobile, attends St. Francis at the Point Church.

Personal: Margaret is married to Robbie Murray and they have 3 daughters: Ann Stewart, Margaret, and Virginia. She loves going to the beach, traveling, and spending time with her family.

Fun Fact: Margaret once met Prince Philip at a fundraiser luncheon she attended in the Bahamas!

Rebekah Hartkopf

Rebekah Hartkopf

Administrative Assistant

Education: Holy Names University, Oakland CA
B.A. American History

Specialties: Administrative and client services.

“Believe you can and you’re halfway there” -Teddy Roosevelt

Personal: Rebekah was born & raised in Sacramento, CA. Married to Sean Greely for 18 yrs. In her free time she loves to travel, cook, and be outdoors.

Fun Fact: Rebekah has lived in five states: California, Idaho, Wyoming, Kentucky, and Alabama.

Tara Lazenby

Tara Lazenby

Administrative Assistant

Education: Bachelor’s degree from the University of Southern Mississippi
Master’s degree from the University of South Alabama

Specialties: Administrative duties and client services

Isaiah 43:1 Thus says the Lord, “Fear not, for I have redeemed you. I have called you by name.
You are Mine.”

Community Involvement: Tara is a member of First Baptist Church in Fairhope, AL. She was an elementary school
teacher for 35 years in Mobile and Baldwin counties.

Personal: She is married to Phil Lazenby. They have a son, Hunter Slater, and a daughter, Adrienne Slater. She loves time
with my family, horseback riding, and going to the beach.

Fun Fact: Her family lives on 7 acres in Fairhope with 6 Tennessee Walking Horses, and a German Shepherd named Bravo!

Mary Hannah Crow

Mary Hannah Crow

Marketing Coordinator

Education: University of Southern Mississippi

Specialties: Marketing, practice development, social media, creative design. 

“Success is not a destination, but a continuous journey of small steps forward.” – The Slight Edge

Personal: Mary Hannah was born and raised in Mobile. She is married to Kenny Crow III and a proud mom to Anna. They have two pups who are loved very much: their yellow lab, Boomer, and golden retriever, Walker. MH finds joy in soaking up the outdoors, playing tennis, traveling, and spending time with loved ones. 

Fun Fact: MH’s favorite time of the day is the sunrise or sunset!

 

Emilee Shuler

Emilee Shuler

IT Coordinator

Education: University of Southern Mississippi and University of South Alabama

Specialties: IT troubleshooting, administrative support, marketing and social media, and human resources support.

“The only people for me are the mad ones – the ones who are mad to live, mad to talk, mad to be saved, desirous of everything at the same time, the ones who never yawn or say a commonplace thing, but burn, burn, burn, like fabulous yellow roman candles exploding like spiders across the stars, and in the middle you see the blue centerlight pop and everybody goes ‘Awww!’”  – Jack Kerouac

Personal: Emilee enjoys adventures with her son Finn, singing and writing music, exploring outdoors, playing Dungeons & Dragons, and spending time with friends and family.

Fun Fact: Emilee has been to hundreds of concerts and music festivals, and still has a ticket stub, wrist band, T-shirt, or schedule from each one!