Jon Cook, CPA, CFP®
With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions, complex estate planning issues, wealth preservation, and personal and corporate income taxation.
Christine Young, CPA
Director, Tax Services
Chris brings more than 25 years of public accounting experience to our team. She is a licensed Certified Public Accountant and leads our tax department, ensuring our team is aware of tax law changes and clients’ evolving tax needs.
Jason Deshayes, CPA, CFP®, CGMA®
Director, Tax Planning
Jason brings strategic direction to our tax planning department. He previously worked in firm relations at AICPA, led the Raleigh accounting advisory team at Elliott Davis, LLC, and was vice president and partner of a boutique tax and accounting firm in Albuquerque, NM.