Julia is originally from Rock Hill, SC.  She graduated from Charleston Southern University in 2009 when she started her career in accounting and tax and earned her CPA license a few years later in 2012.  After working under Frank for 15 years, she acquired the firm in 2025, and as the new owner, remains committed to preserving strong individual client relationships in a comfortable and professional environment.  Outside of work, Julia is busy cheering on her daughter, who competes in softball, track & field, basketball, and volleyball.  She also enjoys relaxing with a good book whenever she can.

Frank is a native and life-long resident of Mount Pleasant.  He is a 1979 graduate of College of Charleston and received his CPA license in 1981.  He started the firm in 1991 and in 2025 began his transition into retirement.  In addition to love for his work and helping clients with tax and accounting, he enjoys spending time with his wife (of over 50 years!), grown children and their families including 4 grandsons.

Shannon offers clients a wide perspective rooted in her global upbringing and professional experience. After earning her accounting degree from the University of Houston, she became a CPA in 2003 and later operated a successful restaurant business, which strengthened her commitment to supporting small business owners. She now brings that same level of care and insight to her accounting work and enjoys helping clients gain clarity and confidence in their financial information. Shannon moved to the Charleston area in 2021 with her husband. Her proudest accomplishment is being mom to two grown kids; she is also a dog mom and a lifelong cook and baker who is happiest in the kitchen.

Morgan Wright joined our team in 2025, bringing with her a strong academic foundation and fresh new perspective.  She earned her Masters of Accounting from NC State University in 2024 and quickly followed by obtaining her CPA license in 2025.  She is originally from Climax, NC but relocated to Mt. Pleasant in 2024.  She is excited to build both her career and her life in the Charleston area.  She loves to learn and enjoys helping clients understand their individual tax situations.  Outside of the office, Morgan enjoys staying active by playing beach volleyball and pickleball, and she loves soaking up the Lowcountry sunshine whenever she can.

Ashley started out in Washington state and moved to the Charleston area in 2011.  She graduated in 2020 from Trident Technical College and has been working in public accounting ever since.  She loves to go hunting whenever she can with her husband and kids.  When she’s not at work or out in the woods hunting, you can find her cheering on her sons and daughter at their cross country meets.

Kathy first joined the firm for the 2025 tax season.  She has over 25 years of experience in individual tax return preparation.  She loves it so much that she came back to work after retirement, although just on a seasonal basis.  She is originally from Pittsburgh, Pennsylvania but has lived in the Charleston area since 1974.  Kathy enjoys Steelers football and spending time with her daughter and her two grandsons. 

Our office administrator, Susie is a native of Albemarle, North Carolina, and has been a resident of Mt. Pleasant since 2001. She is a graduate of East Carolina University and has been with our firm since 2010.  In her spare time, she loves to walk the beach collecting sand dollars.  She is especially busy as a new grandma to the cutest little boy ever!  If visiting our office, you will find her at the front desk, always ready to help.