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.
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!
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!
251-544-1824
Education: The University of Alabama
Specialties: Business development, client management, income and estate planning, litigation support, and business consulting.
“I love being in a trusted profession where we work side by side with our clients to help them grow their businesses and personal net worth. It is also very rewarding to provide a road map for clients to plan their exit strategy and retirement.”
Community Involvement: President’s Cabinet at The University of Alabama, Men of St. Joseph Chapter Leader, NEST Board, Chamber of Commerce Board and Executive Committee, Distinguished Young Women Foundation Board, McGill-Toolen Foundation Board, University of Alabama Accounting School Advisory Board.
Personal: Kenny is married to Marty Crow and father to Louise Oliver (Steven) and Kenny Crow, III. In his spare time, Kenny enjoys fishing, spending time on Mobile Bay, playing golf, and watching Alabama football.
Fun Fact: Kenny broke all toes on one foot while riding his bicycle.
Kenny Crow, CPA
Shareholder
251-544-1824
Education: The University of Alabama
Specialties: Business development, client management, income and estate planning, litigation support, and business consulting.
“I love being in a trusted profession where we work side by side with our clients to help them grow their businesses and personal net worth. It is also very rewarding to provide a road map for clients to plan their exit strategy and retirement.”
Community Involvement: President’s Cabinet at The University of Alabama, Men of St. Joseph Chapter Leader, NEST Board, Chamber of Commerce Board and Executive Committee, Distinguished Young Women Foundation Board, McGill-Toolen Foundation Board, University of Alabama Accounting School Advisory Board.
Personal: Kenny is married to Marty Crow and father to Louise Oliver (Steven) and Kenny Crow, III. In his spare time, Kenny enjoys fishing, spending time on Mobile Bay, playing golf, and watching Alabama football.
Fun Fact: Kenny broke all toes on one foot while riding his bicycle.
Education: The University of Alabama
Specialties: Individual and business tax, estate and gift tax, estate and succession planning, litigation support, and business consulting.
“Our work is challenging, our team members have a wide array of talents and skills, and our clients are a very diverse and interesting group. These are the things that make working at CSB a rewarding and special experience.”
Community Involvement: Mobile Estate Planning Council, Past President; Alabama Federal Tax Clinic Board of Directors; Rotary Club of Mobile-Sunrise, Past President; former Board Member of numerous organizations, including Mobile Botanical Gardens and Edith Murphy Foundation.
Personal: John is married to Therese Shields. They have four children: Laura Brangle (James), Marshall Shields (Allison), Henry Shields, and Anna Mary Hollis (Harper); and five grandchildren. In his spare time, John enjoys fishing, hunting, and gardening.
Fun Fact: John is an avid hunter and fisherman. He has hunted in very remote areas of Alaska and been fly fishing in the Bahamas and Mexico.
John Shields, CPA, ABV
Shareholder
Education: The University of Alabama
Specialties: Individual and business tax, estate and gift tax, estate and succession planning, litigation support, and business consulting.
“Our work is challenging, our team members have a wide array of talents and skills, and our clients are a very diverse and interesting group. These are the things that make working at CSB a rewarding and special experience.”
Community Involvement: Mobile Estate Planning Council, Past President; Alabama Federal Tax Clinic Board of Directors; Rotary Club of Mobile-Sunrise, Past President; former Board Member for numerous organizations, including Mobile Botanical Gardens and Edith Murphy Foundation.
Personal: John is married to Therese Shields. They have four children: Laura Brangle (James), Marshall Shields (Allison), Henry Shields, and Anna Mary Hollis (Harper); and five grandchildren. In his spare time, John enjoys fishing, hunting, and gardening.
Fun Fact: John is an avid hunter and fisherman. He has hunted in very remote areas of Alaska and been fly fishing in the Bahamas and Mexico.
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.
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.
cindyr@csbcpa.com
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.
Cindy Rathle, CPA
Shareholder
cindyr@csbcpa.com
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.
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.
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 and Past President.
Personal: Kristi is married to Brian Daughtery and mother to Jonah, Jamison, and Anna Collins. Her hobbies include anything and everything involving 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.
ryand@csbcpa.com
Education: University of Alabama
Specialties: Extensive experience in multi-state corporate, partnership and individual taxation, tax planning for businesses and high net worth individuals, consulting for small businesses, and international taxation.
“Every day is a unique opportunity that brings new challenges and choices. I’m privileged to work in a profession that allows me to work hand-in-hand with clients to help them achieve their financial goals.”
Community Involvement: St. Ignatius Catholic Church member and St. Ignatius School Advisory Council Treasurer.
Personal: Ryan is married to Mandy Damrich and father to Kingsley and Berkley Damrich. Ryan enjoys spending time outdoors, hunting, going on trips to the beach, and spending time with family and friends.
Fun Fact: Ryan went bungee jumping in Costa Rica off of a 265 ft. high bridge over the Colorado River.
Ryan Damrich, CPA
Shareholder
ryand@csbcpa.com
Education: University of Alabama
Specialties: Extensive experience in multi-state corporate, partnership and individual taxation, tax planning for businesses and high net worth individuals, consulting for small businesses, and international taxation.
“Every day is a unique opportunity that brings new challenges and choices. I’m privileged to work in a profession that allows me to work hand-in-hand with clients to help them achieve their financial goals.”
Community Involvement: St. Ignatius Catholic Church member and St. Ignatius School Advisory Council Treasurer.
Personal: Ryan is married to Mandy Damrich and father to Kingsley and Berkley Damrich. Ryan enjoys spending time outdoors, hunting, going on trips to the beach, and spending time with family and friends.
Fun Fact: Ryan went bungee jumping in Costa Rica off of a 265 ft. high bridge over the Colorado River.
teresae@csbcpa.com
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.
Teresa Ernest, CPA
Principal
teresae@csbcpa.com
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.
Education: Spring Hill College and University of South Alabama
Specialties: Audit, employee benefit plans, complex entity structures, partnerships and LLCs, PEOs, 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!
Colleen Keleher, CPA
Principal
Education: Spring Hill College and University of South Alabama
Specialties: Audit, employee benefit plans, complex entity structures, partnerships and LLCs, PEOs, 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!
Bruce Dudley, Jr., CPA
Partner Emeritus
Ann Broughton, CPA
Partner Emeritus
Vivian (Jo) Chateau, CPA
Partner Emeritus
andrewb@csbcpa.com
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 who we can celebrate success.”
Community Involvement: President of Eastern Shore Chamber Young Professionals, member of the Estate Planning Council of Mobile, Inc., 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 dog Jack. 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.
Andrew Bailey, CPA, ABV
Manager
andrewb@csbcpa.com
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 who we can celebrate success.”
Community Involvement: President of Eastern Shore Chamber of Commerce Young Professionals, member of the Estate Planning Council of Mobile, Inc., 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 dog Jack. 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.
kennyc3@csbcpa.com
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, Mobile MS Leadership Class 2019, Chamber Chase, and member of St. Ignatius Catholic Church.
Personal Hobbies : Watching college football and NFL, hunting and fishing, playing golf, basketball, tennis, and triathlons.
Fun Fact: Kenny spent 6 and a half years working in Birmingham, AL for the assurance practice of RSM US LLP, which is the firm that Crow Shields Bailey PC is an alliance member of.
Kenny Crow, III, CPA
Manager
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, Mobile MS Leadership Class 2019, Chamber Chase, and member of St. Ignatius Catholic Church.
Personal Hobbies : Watching college football and NFL, hunting and fishing, playing golf, basketball, tennis, and triathlons.
Fun Fact: Kenny spent 6 and a half years working in Birmingham, AL for the assurance practice of RSM US LLP, which is the firm that Crow Shields Bailey PC is an alliance member of.
sherrid@csbcpa.com
Education: Walsh University (North Canton, OH)
Specialties: Individual, partnership, and corporate tax returns with specialty in trust and estate tax returns.
“I enjoy working at CSB since it gives me the freedom to help others but also have time to spend with God and my family.”
Community Involvement: DeSmet Jesuit High School Moms Group (Gala Auction Committee and Christmas Boutique Committee), Incarnate Word Catholic Church (Christmas Giving Tree Committee), AICPA, and ASCPA member
Personal: Sherri is married to Joseph Deighton and mother to Jacob and Timothy Deighton. In her spare time, she enjoys reading and spending time with family.
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.
Sherri Deighton, CPA
Manager
sherrid@csbcpa.com
Education: Walsh University (North Canton, OH)
Specialties: Individual, partnership, and corporate tax returns with specialty in trust and estate tax returns.
“I enjoy working at CSB since it gives me the freedom to help others but also have time to spend with God and my family.”
Community Involvement: DeSmet Jesuit High School Moms Group (Gala Auction Committee and Christmas Boutique Committee), Incarnate Word Catholic Church (Christmas Giving Tree Committee), AICPA, and ASCPA member
Personal: Sherri is married to Joseph Deighton and mother to Jacob and Timothy Deighton. In her spare time, she enjoys reading and spending time with family.
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.
hopeh@csbcpa.com
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.
Hope Hickman, CPA, CGMA
Manager
hopeh@csbcpa.com
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.
lorib@csbcpa.com
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.
Lori Blum, EA Supervisor
lorib@csbcpa.com
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.
johng@csbcpa.com
Education:
University of South Alabama.
Specialties:
Extensive experience in multi-state corporate, partnership and individual taxation, tax planning for businesses and high net worth individuals, and consulting for small businesses
Quote about working at CSB or your favorite quote:
Working at CSB gives me the opportunity to engage with individuals in my community in a positive way.
Community Involvement:
Serve on the board of the YMCA and a member of the People of Mars Hill Church.
Personal:
John is married to Lauren Gafford and father to Emma and Luke Gafford. John enjoys hiking, kayaking, biking, and spending time at the beach with his family.
Fun Fact:
John has served in the Air Force Reserve since June 2008.
John Gafford, CPA
Supervisor
johng@csbcpa.com
Education:
University of South Alabama.
Specialties:
Extensive experience in multi-state corporate, partnership and individual taxation, tax planning for businesses and high net worth individuals, and consulting for small businesses
Quote about working at CSB or your favorite quote:
Working at CSB gives me the opportunity to engage with individuals in my community in a positive way.
Community Involvement:
Serve on the board of the YMCA and a member of the People of Mars Hill Church.
Personal:
John is married to Lauren Gafford and father to Emma and Luke Gafford. John enjoys hiking, kayaking, biking, and spending time at the beach with his family.
Fun Fact:
John has served in the Air Force Reserve since June 2008.
caitlyng@csbcpa.com
Education: University of South Alabama
Specialties: Audits of non-profit organizations, governmental entities, non-public service organizations, and construction.
“If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.” – Henry David Thoreau
Community Involvement: Alabama Society of Certified Public Accountants, American Institute of Certified Public Accountants, Eastern Shore Young Professionals, member of City Hope Church, and Daphne Elementary PTO.
Personal: Caitlyn is married to Preston Grimme and mother to Stella. Her hobbies include reading, paddle boarding, traveling, and gardening.
Fun Fact: Caitlyn loves history and has a separate Bachelor of Arts in History from the University of South Alabama. She was also an Azalea Trail Maid during her senior year of high school.
Caitlyn Grimme, CPA, CFE
Supervisor
caitlyng@csbcpa.com
Education: University of South Alabama
Specialties: Audits of non-profit organizations, governmental entities, non-public service organizations, and construction.
“If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.” – Henry David Thoreau
Community Involvement: Alabama Society of Certified Public Accountants, American Institute of Certified Public Accountants, Eastern Shore Young Professionals, member of City Hope Church, and Daphne Elementary PTO.
Personal: Caitlyn is married to Preston Grimme and mother to Stella. Her hobbies include reading, paddle boarding, traveling, and gardening.
Fun Fact: Caitlyn loves history and has a separate Bachelor of Arts in History from the University of South Alabama. She was also an Azalea Trail Maid during her senior year of high school.
abbyr@csbcpa.com
Education: The University of Alabama
Specialties: Audit, review, and compilation services for non-public companies and audits of employee benefit plans. Abby 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.
Personal: Abby is married to David Roveda and they have one son, George. She enjoys spending time with her family, DIY projects, cooking, and baking. In July 2020, Abby will start working remotely for CSB from Birmingham while David completes his medical residency training at UAB.
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.
Abby Roveda, CPA
Supervisor
abbyr@csbcpa.com
Education: The University of Alabama
Specialties: Audit, review, and compilation services for non-public companies and audits of employee benefit plans. Abby 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: Abby is on the Camp Rap A Hope Board of Directors and Co-Chair of Turkey Trot for Hope 5K.
Personal: Abby is married to David Roveda and they have one son, George. She enjoys spending time with her family, DIY projects, cooking, and baking. In July 2020, Abby will start working remotely for CSB from Birmingham while David completes his medical residency training at UAB.
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.
kirstens@csbcpa.com
Education: University of South Alabama
Specialties: Audits of construction contractors, employee benefit plans, and oil and gas support services.
“I enjoy working at CSB because of our amazing team. Each of us at CSB strive to surpass client expectations by delivering quality customer service, while also providing our broad range of services.”
Community Involvement: Eastern Shore Young Professionals, Eastern Shore Chamber of Commerce, Distinguished Young Women, University of South Alabama Alumni Association, Member of First Baptist Church of Fairhope.
Personal: Kirsten is married to Sim Sokom and mother to Nathan. In her free time she enjoys traveling, kayaking, and gardening.
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.
Kirsten Sokom, CPA
Supervisor
kirstens@csbcpa.com
Education: University of South Alabama
Specialties: Audits of construction contractors, employee benefit plans, and oil and gas support services.
“I enjoy working at CSB because of our amazing team. Each of us at CSB strive to surpass client expectations by providing quality customer service, while also providing our broad range of professional service.”
Community Involvement: Eastern Shore Young Professionals, Eastern Shore Chamber of Commerce, Distinguished Young Women, University of South Alabama Alumni Association, Member of First Baptist Church of Fairhope.
Personal: Kirsten is married to Sim Sokom and mother to Nathan. In her free time she enjoys traveling, kayaking, and gardening.
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.
Education: University of South Alabama
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”—Andrew Carnegie
Community Involvement: Member at 3 Circle Church
Personal: Emma is married to Jacob Ard. In her spare time, she enjoys cooking, reading, and spending time with friends and family.
Fun Fact: Emma has a Great Dane named Tahoe.
Emma Ard
Senior Accountant
Education: University of South Alabama
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”—Andrew Carnegie
Community Involvement: Member at 3 Circle Church
Personal: Emma is married to Jacob Ard. In her spare time, she enjoys cooking, reading, and spending time with friends and family.
Fun Fact: Emma has a Great Dane named Tahoe.
blakel@csbcpa.com
Education: The University of Alabama
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” –Andrew Carnegie
Community Involvement: Member of Corpus Christi Catholic Church
Fun Fact: When Blake isn’t working, he spends most of his free time outdoors.
Blake LaMont
Senior Accountant
Education: The University of Alabama
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” –Andrew Carnegie
Community Involvement: Member of Corpus Christi Catholic Church
Fun Fact: When Blake isn’t working, he spends most of his free time outdoors.
alliep@csbcpa.com
251-343-7019
Education: The University of Alabama & University of South Alabama
“Coming together is a beginning, keeping together is progress, working together is success.” – Henry Ford
Community Involvement: Member of Springhill Baptist Church
Personal: In my free time I enjoy running, cooking, reading, and spending time with my friends and family.
Fun Fact: In High School I ran track and won state for the hurdles.
Allie Parker. CPA
Senior Accountant
alliep@csbcpa.com
251-343-7019
Education: The University of Alabama & University of South Alabama
“Coming together is a beginning, keeping together is progress, working together is success.” – Henry Ford
Community Involvement: Member of Springhill Baptist Church
Personal: In my free time I enjoy running, cooking, reading, and spending time with my friends and family.
Fun Fact: In High School I ran track and won state for the hurdles.
caylees@csbcpa.com
251-206-7528
Education: The University of Alabama
“Every day is a good day. Some, are just better than others.”
Personal: Caylee recently moved home from Birmingham, AL where she lived and worked for over 2 years after completing her masters. She enjoys cooking, baking, reading, music, and spending time with her friends, family, and husband.
Fun Fact: Caylee’s family is Danish. There is a brand of beers in Denmark called Willemoes, and it is a tribute to their ancestor Peter Willemoes, a famous Danish naval hero.
Caylee Summerford, CPA
Senior Accountant
caylees@csbcpa.com
251-206-7528
Education: The University of Alabama
“Every day is a good day. Some, are just better than others.”
Personal: Caylee recently moved home from Birmingham, AL where she lived and worked for over 2 years after completing her masters. She enjoys cooking, baking, reading, music, and spending time with her friends, family, and husband.
Fun Fact: Caylee’s family is Danish. There is a brand of beers in Denmark called Willemoes, and it is a tribute to their ancestor Peter Willemoes, a famous Danish naval hero.
brookeb@csbcpa.com
251-206-7533
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. 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.
Brooke Bunting, CPA
Staff Accountant
brookb@csbcpa.com
251-206-7533
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. 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.
andrewf@csbcpa.com
251-206-7524
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.
Andrew Finnorn
Staff Accountant
andrewf@csbcpa.com
251-206-7524
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.
251-586-0305
Education: University of South Alabama
“If you want to lift yourself up, lift up someone else.” – Booker T. Washington
Community Involvement: I get opportunities to support my community through my church: Jubilee Shores United Methodist in Fairhope! JSUMC allows me to help Ecumenical Ministries through fun events like the annual Turkey Trot or Chili Cook-Off, feed AHEPA residents through Soup for the Soul, and volunteer for Vacation Bible School
Personal: I enjoy golfing, sushi, trivia, and watching the Boston Red Sox! My favorite thing to do is plan trips to new places with my family and friends. I love exploring a new city and finding the best places to eat and seeing any historical areas.
Fun Fact: For my college graduation gift, I got to golf with my dad on the most beautiful golf course in Jamaica called Cinnamon Hills.
Taelor Keefe
Staff Accountant
251-586-0305
Education: University of South Alabama
“If you want to lift yourself up, lift up someone else.” – Booker T. Washington
Community Involvement: I get opportunities to support my community through my church: Jubilee Shores United Methodist in Fairhope! JSUMC allows me to help Ecumenical Ministries through fun events like the annual Turkey Trot or Chili Cook-Off, feed AHEPA residents through Soup for the Soul, and volunteer for Vacation Bible School
Personal: I enjoy golfing, sushi, trivia, and watching the Boston Red Sox! My favorite thing to do is plan trips to new places with my family and friends. I love exploring a new city and finding the best places to eat and seeing any historical areas.
Fun Fact: For my college graduation gift, I got to golf with my dad on the most beautiful golf course in Jamaica called Cinnamon Hills.
sarahl@csbcpa.com“We make a living by what we get. We make a life by what we give” -Winston Churchill
Community Involvement: Coastal Church, supporter of Relay for Life
Personal: Mom to a four-year-old, Kamden, and a cat, Eli. I enjoy reading, going to the gym, and hanging out with friends.
Fun Fact: December is my favorite month of the year—I am obsessed with Christmas and everything it entails. I am an avid Hallmark Channel Christmas movie watcher and I listen to Christmas music year round.
Sarah Ledbetter
Staff Accountant
sarahl@csbcpa.com“We make a living by what we get. We make a life by what we give” -Winston Churchill
Community Involvement: Coastal Church, supporter of Relay for Life
Personal: Mom to a four-year-old, Kamden, and a cat, Eli. I enjoy reading, going to the gym, and hanging out with friends.
Fun Fact: December is my favorite month of the year—I am obsessed with Christmas and everything it entails. I am an avid Hallmark Channel Christmas movie watcher and I listen to Christmas music year round.
lanettec@csbcpa.com
Education: Bishop State Community College (Mobile)
Specialties: Financial statement preparation, QuickBooks Pro Advisor, payroll quarterly and annual reports, and sales tax.
“I am passionate about providing quality bookkeeping services and assisting our clients in their wealth management needs.”
Personal: La Nette is married to Jess Caskey, mother to Jeana and Jenny, and grandmother to Zac and Bryce.
Fun Fact: La Nette likes to read Nancy Drew books!
La Nette Caskey
Accounting Services Associate
lanettec@csbcpa.com
Education: Bishop State Community College
Specialties: Financial statement preparation, QuickBooks Pro Advisor, payroll quarterly and annual reports, and sales tax.
“I am passionate about providing quality bookkeeping services and assisting our clients in their wealth management needs.”
Personal: La Nette is married to Jess Caskey, mother to Jeana and Jenny, and grandmother to Zac and Bryce.
Fun Fact: La Nette likes to read Nancy Drew books!
marciac@csbcpa.com
Education: Vincennes University (Indiana)
Specialties: Accounting support services for condominium associations.
“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” Lou Holtz
Community Involvement: Member of Daughters of the Nile and the Order of Eastern Star, supporter of the Gulf Coast Arts Alliance and the Foley Art Center.
Personal: Marcia is married to Kevin Cobb. Kevin is an artist and many weekends Marcia can be found at a local art show doing what she loves – manning his booth, being his biggest cheerleader, salesperson, and all around pit crew. In her down time she enjoys reading, cooking, and watching Notre Dame football. Go Irish!
Fun Fact: Marcia is a Junior Olympic gold medalist in quad indoor speed skating.
Marcia Cobb
Accounting Services Associate
marciac@csbcpa.com
Education: Vincennes University (Indiana)
Specialties: Accounting support services for condominium associations.
“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” Lou Holtz
Community Involvement: Member of Daughters of the Nile and the Order of Eastern Star, supporter of the Gulf Coast Arts Alliance and the Foley Art Center.
Personal: Marcia is married to Kevin Cobb. Kevin is an artist and many weekends Marcia can be found at a local art show doing what she loves – manning his booth, being his biggest cheerleader, salesperson, and all around pit crew. In her down time she enjoys reading, cooking, and watching Notre Dame football. Go Irish!
Fun Fact: Marcia is a Junior Olympic gold medalist in quad indoor speed skating.
ritae@csbcpa.com
Specialties: Accounting support services for condominium clients.
“I enjoy what I do for a living because I get to help so many different people and businesses.”
Personal: Rita is married to Randy Evans and has two children, Ginger Crowe (Paul) and Jeremy Evans (Kiley).
Fun Fact: Rita has five granddaughters and three grandsons.
Rita Evans
Accounting Services Associate
ritae@csbcpa.com
Specialties: Accounting support services for condominium clients.
“I enjoy what I do for a living because I get to help so many different people and businesses.”
Personal: Rita is married to Randy Evans and has two children, Ginger Crowe (Paul) and Jeremy Evans (Kiley).
Fun Fact: Rita has five granddaughters and three grandsons.
251-544-1842
Education: University of South Alabama
Specialties: Administrative services, data entry, client accounting services.
“Optimism is the faith that leads to achievement.” Helen Keller
Fun Fact: Kristen has attended three Pensacola Comic Conventions!
Kristen Gibson
Accounting Services Associate
251-544-1842
Education: University of South Alabama
Specialties: Administrative services, data entry, client accounting services.
“Optimism is the faith that leads to achievement.” Helen Keller
Fun Fact: Kristen has attended three Pensacola Comic Conventions!
Education: University of West Florida
Specialties: Bookkeeping for condominium associations.
“Don’t dream it, be it.”
Personal: Roxanne enjoys reading, riding her motorcycle, and playing online video games in her spare time. She has a Jack Russell mix named Caesar.
Fun Fact: Roxanne has sung at the Sydney Opera House for a School’s Choral Concert.
Roxanne Lee
Accounting Services Associate
Education: University of West Florida
Specialties: Bookkeeping for condominium associations.
“Don’t dream it, be it.”
Personal: Roxanne enjoys reading, riding her motorcycle, and playing online video games in her spare time. She has a Jack Russell mix named Caesar.
Fun Fact: Roxanne has sung at the Sydney Opera House for a School’s Choral Concert.
kayr@csbcpa.com
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.
Kay Reed
Accounting Services Associate
kayr@csbcpa.com
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.
barbf@csbcpa.com
Education: Jefferson Community College (Louisville, KY)
Specialties: Gulf Shores team management and coordinating with clients, board members, and condo owners.
“I love working with our CSB team and enjoy my day-to-day interaction with clients, board members, and condo owners.”
Community Involvement: Member of the Alabama Gulf Coast Community Association Organization, member of Our Lady of the Gulf Catholic Church Parish, volunteer for the Coastal Alabama Business Chamber, member of Greater Pensacola Ladies Tennis League and Gulf Shores Ladies Tennis League.
Personal: Barb has three children, Josh Frerman (Kathryn), Nicholas Frerman (Rachel), and Sarah Wheeler (Kelly) and seven grandchildren: Ava, Maddie, Andrew, Henry, Cole, Anna Margaret, and Chapman. Barb and her partner Rick Hilley enjoy spending time visiting grandchildren and playing tennis.
Fun Fact: Barb traveled and lived in a V.W. bus.
Barb Frerman
Office Manager
barbf@csbcpa.com
Education: Jefferson Community College (Louisville, KY)
Specialties: Gulf Shores team management and coordinating with clients, board members, and condo owners.
“I love working with our CSB team and enjoy my day-to-day interaction with clients, board members, and condo owners.”
Community Involvement: Member of the Alabama Gulf Coast Community Association Organization, member of Our Lady of the Gulf Catholic Church Parish, volunteer for the Coastal Alabama Business Chamber, member of Greater Pensacola Ladies Tennis League and Gulf Shores Ladies Tennis League.
Personal: Barb has three children, Josh Frerman (Kathryn), Nicholas Frerman (Rachel), and Sarah Wheeler (Kelly) and seven grandchildren: Ava, Maddie, Andrew, Henry, Cole, Anne Margaret, and Chapman. Barb and her partner Rick Hilley enjoy spending time visiting grandchildren and playing tennis.
Fun Fact: Barb traveled and lived in a V.W. bus.
deborahf@csbcpa.com
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.”
Deborah Fisher
Firm Administrator
deborahf@csbcpa.com
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.”
cherylc@csbcpa.com
Education: Fairmont University (West Virginia)
Specialties: QuickBooks expertise, accounting and finance support for businesses and condominiums.
“As long as you’ve got passion, faith, and are willing to work hard, you can do anything you want in life.”
Community Involvement: YMCA
Personal: Cheryl is married to Jay Corey and mother to Amber and Preston. She loves to swim, garden, bike, and watch the dolphins play in the beautiful Gulf Coast.
Fun Fact: Cheryl used to be a college cheerleader for the YSU Penguins.
Cheryl Corey
Bookkeeper
cherylc@csbcpa.com
Education: Fairmont University (West Virginia)
Specialties: QuickBooks expertise, accounting and finance support for businesses and condominiums.
“As long as you’ve got passion, faith, and are willing to work hard, you can do anything you want in life.”
Community Involvement: YMCA
Personal: Cheryl is married to Jay Corey and mother to Amber and Preston. She loves to swim, garden, bike, and watch the dolphins play in the beautiful Gulf Coast.
Fun Fact: Cheryl used to be a college cheerleader for the YSU Penguins.
ruthannh@csbcpa.com
Education: Milton High School
Specialties: Administrative and client services.
“Family is so important. I feel blessed to be a part of the CSB family who strives to maintain professionalism with heart so our clients know they will be taken care of.”
Community Involvement: Life Church member, Bless Ministries (family ministry), Way Beyond Measure.
Personal: Ruth Ann is married to Johnny Holland and has seven children and six grandchildren. Family is what Ruth Ann’s life is all about.
Fun Fact: In middle school, Ruth Ann was the clean up batter for the softball team during P.E. class.
Ruth Ann Holland
Administrative Assistant
Education: Milton High School
Specialties: Administrative and client services.
“Family is so important. I feel blessed to be a part of the CSB family who strives to maintain professionalism with heart so our clients know they will be taken care of.”
Community Involvement: Life Church member, Bless Ministries (family ministry), Way Beyond Measure.
Personal: Ruth Ann is married to Johnny Holland and has seven children and six grandchildren. Family is what Ruth Ann’s life is all about.
Fun Fact: In middle school, Ruth Ann was the clean up batter for the softball team during P.E. class.
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
Community Involvement: Housing First, Light of the Village, and various other local charities.
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.
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
Community Involvement: Housing First, Light of the Village, and various other local charities.
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.
dianam@csbcpa.com
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: Under His Wings, a home for at risk teenage girls in Baldwin County; active member at Foley United Methodist Church.
Personal: Diana has two daughters, Melissa and Amanda.
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).
Diana Moore
Administrative Assistant
dianam@csbcpa.com
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: Under His Wings, a home for “at risk” teenage girls in Baldwin County; active member at Foley United Methodist Church.
Personal: Diana has two daughters, Melissa and Amanda.
Fun Fact: As a kid, Diana won a state competition in 4-H on the campus of Auburn University doing a Meats Illustrated Talk (information on beef and nutrition).
margaretm@csbcpa.com
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!
Margaret Murray
Administrative Assistant
margaretm@csbcpa.com
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!
shirleys@csbcpa.com
Education: University of South Alabama
Specialties: Tax return assembly supervising, extensions and electronic filing coordination, and other various administrative leadership tasks.
“I can do all things through Christ which strengthens me.” –Philippians 4:13. “I love working with our CSB family and giving my best to our team and our clients so, together, we can have the best accounting firm in the area.”
Community: Shirley enjoys volunteering with the Salvation Army and Light of the Village, as well as participating in fundraisers for Junior Achievement and American Cancer Society.
Personal: Shirley is married to Leon Sheffield. She has two children and two grandchildren. In her spare time, she enjoys boating, fishing, reading, walking, and bike riding.
Fun Fact: Shirley ran track in middle and high school.
Shirley Sheffield
Administrative Assistant
shirleys@csbcpa.com
Education: University of South Alabama
Specialties: Tax return assembly supervisor, extensions and electronic filing coordination, and other various administrative leadership tasks.
“I can do all things through Christ which strengthened me.” –Philippians 4:13. “I love working with our CSB family and giving my best to our team and our clients so, together, we can have the best accounting firm in the area.”
Community: Shirley enjoys volunteering with the Salvation Army and Light of the Village, as well as participating in fundraisers for Junior Achievement and American Cancer Society.
Personal: Shirley is married to Leon Sheffield. She has two children and two grandchildren. In her spare time, she enjoys boating, fishing, reading, walking, and bike riding.
Fun Fact: Shirley ran track in middle and high school.
donnaw@csbcpa.com
Education: University of Georgia
Specialties: Administrative and client services
Favorite Quote: “If ‘ifs and buts’ were candy and nuts, we’d all have a Merry Christmas.”
Community Involvement: Member of St. Lawrence Catholic Church and the Garden Club of Belaton.
Personal: Donna enjoys spending time with her family, walking, cooking, and reading.
Fun Fact: Donna won the Sportsmanship Award in the 8th grade!
Donna Willemoes
Administrative Assistant
donnaw@csbcpa.com
Education: University of Georgia
Specialties: Administrative and client services
Favorite Quote: “If ‘ifs and buts’ were candy and nuts, we’d all have a Merry Christmas.”
Community Involvement: Member of St. Lawrence Catholic Church and the Garden Club of Belaton.
Personal: Donna enjoys spending time with her family, walking, cooking, and reading.
Fun Fact: Donna won the Sportsmanship Award in the 8th grade!
emilees@csbcpa.com
Education: University of Southern Mississippi and University of South Alabama
Specialties: Marketing and social media, administrative services, IT troubleshooting, event planning, and human resources support.
“Always do what is right. It will gratify half of mankind and astound the other.” – Mark Twain
Community Involvement: Rotary Club of Mobile-Sunrise member, lover and supporter of community theater, fundraiser for United Way of South Alabama and Junior Achievement.
Personal: Emilee enjoys adventures with her son Finn and her boyfriend Jesse, playing musical instruments and singing, exploring outdoors, supporting and promoting local artists and musicians, reading, creating art and jewelry, 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.
Emilee Shuler
Marketing Assistant
emilees@csbcpa.com
Education: University of Southern Mississippi and University of South Alabama
Specialties: Marketing and social media, administrative services, IT troubleshooting, event planning, and human resources support.
“Always do what is right. It will gratify half of mankind and astound the other.” – Mark Twain
Community Involvement: Rotary Club of Mobile-Sunrise member, lover and supporter of community theater, fundraiser for United Way of South Alabama and Junior Achievement.
Personal: Emilee enjoys adventures with her son Finn and her boyfriend Jesse, playing musical instruments and singing, exploring outdoors, supporting and promoting local artists and musicians, reading, creating art and jewelry, 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.
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