About Us

Dan and his wife, Sharie, are both CPA’s and lead the firm. Dan’s background includes over 20 years of corporate accounting, leading the finance department for a group of broker-dealers for a large public company. He also has public accounting experience which included client relations, auditing financial institutions and preparation of tax returns. Dan has a bachelors degree from the University of Georgia.

Sharie’s background includes over 15 years working in accounting for a large P&C insurance company and is now the Assistant Controller for Life University where she leads the payroll function. Sharie has a bachelors degree from Kennesaw State University. They have two teenagers and reside in Kennesaw, Georgia.

Their hobbies include running, playing racquetball, fly fishing and enjoying their place in the mountains of north Georgia. They are active members of NorthStar Church in Kennesaw, Georgia.

Fred Robbe, a partner and consultant to the firm, has an extensive business, accounting and tax background. His credentials include a Masters of Professional Accountancy and the Enrolled Agent designation from the Internal Revenue Service.