
Our Principals
-
CPA
601-499-2400Education
Mississippi State University (2014)
Bachelor of AccountancyMillsaps College (2015)
Master of Accountancy
Work Experience
GranthamPoole (2017 – Present), Partner
Local CPA Firm (2015 – 2017), Senior Accountant
Practice Areas
Corporate, Partnership and Individual Taxation
Industry Specialization
Tax Services
Healthcare Solutions
Personal
Robby is from Madison, MS. He and his wife, Jennifer, attend Broadmoor Baptist Church in Madison. In his spare time, Robby enjoys attending MSU sporting events, traveling, and spending time with his family.
CPA License Number 7452
-
CPA, CFE, CCS
601-499-2400Education
Mississippi College (2003)
Bachelor of Science in Business AdministrationMississippi College (2005)
Masters of Business Administration
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Mississippi Young CPA Network
Association of Certified Fraud Examiners
Central Mississippi Chapter of Certified Fraud Examiners
Institute for Internal Controls
Work Experience
GranthamPoole CPAs (2006 – Present), Member
Trustmark National Bank, Bank Secrecy Act/Anti-Money Laundering Analyst (2004 – 2006)
Practice Areas
Tax
Healthcare Solutions Division
Fraud & Forensics
Industry Specialization
Individuals
Corporations
Partnerships
S-Corporations
Healthcare
Banking
Civic/Community Involvement (Present and Past)
First Ladies Civitan of Metro Jackson
Personal
Melanie is married to Kristopher Hamel and they have one son, Paul. They are members of Pinelake Church in Brandon where Melanie serves on the Baptism Team. During her spare time, Melanie enjoys traveling, participating in various volunteer activities and cheering on the New Orleans Saints.
CPA License Number 5918
-
CPA, CVA
601-499-2432Education
Samford University (1995)
Bachelor of Science in AccountingUniversity of Alabama (1997)
Master of Business Administration
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of the Mississippi Society of Certified Public Accountants
National Association of Certified Valuators and Analysts
Work Experience
GranthamPoole (2008 – Present), Member
International Accounting Firm (2002 – 2008), Senior Manager
International Accounting Firm (1997 – 2002), Senior Associate
Practice Areas
Financial Statement Audits, Reviews and Compilations
American Land Title Association (ALTA) Best Practices Certifications
Individual and Corporate Taxation
Business Valuations
Mergers & Acquisitions
Advisory Services/Management Consulting
Industry Specialization
Manufacturing and Distribution
Retail
Industrial and Commercial Real Estate
Construction
Professional Service Firms
Non-profit Organizations
Employee Benefit Plans
Civic/Community Involvement (Present and Past)
United Way of the Capital Area – Donor Investment Committee (2006 – 2008)
Pear Orchard Presbyterian Church – Local Missions Committee (2012 – 2014)
Pear Orchard Presbyterian Church –Troopmaster, Trail Life USA Troop MS-1031 (2014 – present
Personal
Brad lives in Madison with his wife and two children. They are active members at Pear Orchard Presbyterian Church. Away from the office, Brad enjoys woodworking and other home improvement projects, as well as camping and other outdoor adventure activities. He is currently the Troopmaster for Pear Orchard Presbyterian Church’s Trail Life USA troop.
CPA License Number 5238
-
CPA
601-499-2400Education
University Georgia (1994)
BBA Accounting
Professional Affiliations (Present and Past)
Certified Public Accountant
Work Experience
GranthamPoole (2015-Present), Partner
Local Firm, Jackson, MS (2010 – 2015)
Practice Areas
Individual
Corporate
Financial Statements
QuickBooks
Industry Specialization
Retail
Transportation
Healthcare
Insurance
Civic/Community Involvement (Present and Past)
Girl Scout Leader
Business Women of Fayette County, Treasurer
Personal
Tina enjoys sports, hiking, watching UGA football, going to the beach and laughing.
CPA License Number R7256
-
CPA
601-271-8860Education
University of Southern Mississippi (1990)
Bachelor of Science, Major in Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Rotary Club of Hattiesburg
Work Experience
GranthamPoole (2023 – Present), Member
Herzog CPA Company, PLLC (1998-2023)
Local Accounting Firm (1994-1998)
Regional Accounting Firm (1990-1994)
Practice Areas
Audit
Tax
Litigation Support
Accounting Services
Industry Specialization
Governmental Auditing and Consulting
Higher Education
Non-profit Organizations
Real Estate
Corporations
Partnerships
S-Corporations
Individuals
Civic/Community Involvement (Present and Past)
Member of the Board of Directors of Wachovia Bank for the Southern Region of Mississippi (2005-2008)
Member of the Board of Directors for the Rotary Club of Hattiesburg (2005-2007)
President of the Southeast Chapter of the Mississippi Society of Certified Public Accountants (2001-2002)
Vice-President of the Southeast Chapter of the Mississippi Society of Certified Public Accountants (2000-2001)
Secretary-Treasurer of the Southeast Chapter of the Mississippi Society of Certified Public Accountants (1999-2000)
Treasurer of the American Business Women’s Association (2000-2001)
Member of Hattiesburg Leaders for a New Century Class (2002)
Personal
Angela is a native of the Jackson area, but now divides her time between the Jackson and Hattiesburg area. Angela and her husband have been married since 1992, and together they have one daughter, who is also a Certified Public Accountant. They attend Broadmoor Baptist Church and are members of the BFK life group. Angela enjoys auditing and accounting, maintaining and cruising in antique muscle cars, 70’s and 80’s rock and roll music , spending time with her dogs, hiking, walking, kickboxing, weight training, real estate construction and renovation, and the beach.
CPA License Number 4290
-
CPA, JD
601-499-2400Education
University of Mississippi (2001)
Bachelor of Accountancy• University of Mississippi (2002)
Master of Taxation• University of Mississippi School of Law (2005)
Juris Doctor
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Mississippi Bar Association
Work Experience
GranthamPoole (2021 – Present), Member
University of Mississippi Medical Center – Department of Pediatrics (2019-2021), Executive Director
University of Mississippi Medical Center – Office of Development (2013-2019), Chief Development Officer (2017-2019), Director of Gift Planning (2013-2017)
Blue Cross & Blue Shield of Mississippi (2011-2013), Sr. Tax Accountant
Stubblefield & Yelverton, PLLC (2007-2011), Attorney
GranthamPoole (2005-2007), Tax Accountant
Practice Areas
Estate, Gift & Trust Taxation
Partnership and Corporate Taxation
Advisory Services/ Management Consulting
Industry Specialization
Tax
Estate & Gift Tax Planning
Trust Administration
Small Business Consulting & Planning
IRS Tax Controversy
Civic/Community Involvement (Present and Past)
Junior League of Jackson
Mississippi Kidney Foundation Board of Trustees, Treasurer (2013-2019)
Mississippi Kidney Foundation Board of Trustees (2006 to present)
Active Member of St. Joseph Catholic Church, Finance Committee (2013 to 2017)
Volunteer MRYC Volleyball Coach
Member of Phi Mu Sorority
Personal
Natalie is married to Jeremy T. Hutto. Jeremy is a practicing attorney and shareholder with Currie Johnson & Myers, P.A. Jeremy and Natalie are the proud parents of two daughters. They are active members of St. Joseph Catholic Church in Gluckstadt, Mississippi, where Natalie has been actively involved with the finance committee and as a Eucharist Minister.
CPA License Number 5804
-
CPA, Client Services CFO
662-234-8130Education
Mississippi State University (2006)
Bachelor of Business Administration, Emphasis in AccountingMississippi State University (2011)
Master of Business Administration, Emphasis in Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2017 – Present), Client Services CFO, Partner
Local Firm, Meridian, MS (2006 – 2017), Manager
Local Firm, Meridian, MS (2004 – 2006), Staff Accountant
Practice Areas
Client Accounting & Advisory Services
Industry Specialization
Real Estate
Healthcare
Construction
Small Business
Non-Profits
Civic/Community Involvement (Present and Past)
Meridian Museum of Art (2014-2015), Treasurer
Ole Miss Wesley Foundation (2020-Present), Treasurer
United Way Foundation of Oxford-Lafayette County (2020-2022), Board Member, (2022-present) Vice President of Campaigns, Executive Board Member
Personal
Danielle and her husband, Tim, live in Oxford, MS with their two daughters Emmie and Brynnan. They are members of Pinelake Church- Oxford. In her spare time, Danielle enjoys watching her girls play sports, traveling, and spending time with friends and family.
CPA License Number 6211
-
CPA, Chief Operating Officer
601-499-2400Education
Mississippi College (1983)
Bachelor of Science in Business Administration, Major in Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
The Looking Glass Experience Leadership Training (2006)
Work Experience
GranthamPoole (2013 – Present), Member & Chief Operating Officer
International Bank, Loan Servicing Operations Vice President
Three National Loan Servicing Organizations
Two Regional Banks
Three local CPA practices
Practice Areas
Practice Management
Industry Specialization
Higher Education Student Lending
Civic/Community Involvement (Present and Past)
Broadmoor Baptist Church – Finance Committee (2010, 2011, 2017)
Broadmoor Baptist Church – Missions Outfitters Team (2014–2016)
Personal
Lynn lives in Madison with her husband, Tommy, and they have two grown children. She is a member of Broadmoor Baptist Church, where she enjoys singing in the choir. Lynn’s hobbies include reading, traveling, and working on crochet projects.
CPA License Number 4937
-
CPA
601-499-2400Education
Missouri State University, (1983)
Bachelor of Science in Marketing• University of West Florida, (1993)
Master of Business Administration
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of the Mississippi Society of Certified Public Accountants
Mississippi Society of Certified Public Accountants, Board of Governors (2009 – 2011)
Mississippi Society of Certified Public Accountants, Secretary (2007 – 2008)
Mississippi Society of Certified Public Accountants, Vice President of Membership (2006 – 2007)
Work Experience
GranthamPoole (1999 – Present), Member
Poole, Cunningham & Reitano, PA (1993 – 1999)
University of West Florida, SBDC (1990 – 1993), Small Business Consultant
Orange Beach Marina, Orange Beach, Alabama (1986 – 1990), Manager
Practice Areas
Financial Statement Audits, Reviews and Compilations
Employee Benefit Plans, Audits and Administration
Individual and Corporate Taxation
Fraud Investigation
Industry Specialization
Employee Benefit Plans
Retail & Wholesale
Manufacturing & Distribution
Non-Profit Organizations
OMB A-133 Audits
Colleges & Universities
Individuals
Civic/Community Involvement (Present and Past)
Young Business Leaders, Group Leader
Pear Orchard Presbyterian Church, Elder
Voice of Calvary Family Health Clinic, Board of Directors
Personal
John and his wife, the former Kathryn Hughes, have two children, Rachel and Katie. John enjoys many activities with his family and friends, including entertaining, sporting events, and small-acreage farming. John is actively involved in Pear Orchard Presbyterian Church and currently serves as an elder and missions team member.
CPA License Number 4902
-
CPA
601-499-2400Education
University of Southern Mississippi (1993)
Bachelor of Science in Political ScienceMississippi College (1998)
Accounting Certificate
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
• Mississippi Society of Certified Public Accountants
Past Treasurer
Past Board MemberCentral Chapter of the Mississippi Society of Certified Public Accountants
Past President
Past Treasurer
Work Experience
GranthamPoole (1998 – Present), Member
Local building supply company (1995-1997), Assistant Controller
Practice Areas
Cost Segregation Studies
Financial Statement Audits, Reviews and Compilations
American Land Title Association (ALTA) Best Practices Certifications
Individual and Corporate Taxation
Advisory Services/Management Consulting
Research and Development Tax Credit Studies
Industry Specialization
Real Estate/Construction
Healthcare
Non-profit Organizations
Manufacturing and Distribution
Architect and Engineering Firms
Civic/Community Involvement (Present and Past)
Leukemia and Lymphoma Society – Light the Night Walk Team Captain, 2008, 2009
Special Olympics of Mississippi – Treasurer
Rankin County Rotary Club- Treasurer
Personal
John spends most of his free time enjoying the outdoors and following Southern Miss athletics. He is also an avid runner and extreme endurance sports enthusiast.
CPA License Number 5323
-
CPA
601-499-2400Education
Mississippi College (1993)
Bachelor of Science in Business Administration
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of the Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (1996-2007/2016 – Present), Member
Controller with Local Non-Profit (2007 – 2015)
Practice Areas
Corporate, Partnership and Individual Taxation
Estate and Gift
Trusts
Financial and Tax Planning
Industry Specialization
Manufacturing
Real Estate
Physicians
Law Firms
Non-Profit Organizations
Civic/Community Involvement (Present and Past)
Jackson Youth for Christ, Treasurer
Personal
Lacie and her husband, John, have two children, Matthew and Sandy. In her spare time, Lacie enjoys volunteering, cooking, and spending time with family.
CPA License Number 5569
-
Chief Information Officer, CISM, CISA, CISSP
601-499-2400Education
Copiah Lincoln Community College (1991-1993)
Associate of Science in Computer ScienceMississippi College (1994-1996)
Bachelor of Science in Business Administration
Professional Affiliations (Present and Past)
ISC2 (International Information Systems Security Certification Consortium)
CISSP – License #116458ISACA (Information Systems Audit and Control Association)
CISA – License #862719
CISM – License #809818
Work Experience
GranthamPoole (2002-Present), Director of IT
Parkway Properties (2001-2002), Systems Administrator
American Healthtech (1998-2001), Systems Administrator
MS Department of Employment Security (1997-1998), Research Statistician
Practice Areas
Information Technology
Civic/Community Involvement (Present and Past)
Wesson Athletic Foundation
Wesson Attendance Center Band Boosters
Pleasant Valley United Methodist Church
Personal
Ken lives in Copiah County with his wife Terri Lynne and their three children. He enjoys spending time outdoors, firing up the grill and coaching softball and baseball.
-
CPA, ABV, CFE, CVA, CFF
601-499-2423Education
University of Notre Dame (1985)
B.B.A, Accountancy
Professional Affiliations (Present and Past)
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified Fraud Examiner (CFE)
Certified Valuation Analyst (CVA)
Certified in Financial Forensics (CFF)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Association of Certified Fraud Examiners (ACFE)
National Association of Certified Valuators and Analysts (NACVA)
Outstanding Public Service Award, Mississippi Society of Certified Public Accountants (2004)
President, Treasurer, Director of Central Mississippi Chapter of ACFE
President, Vice President of Mississippi Chapter of NACVA
Chairman, Committee Member of Mississippi Society of Certified Public Accountants, Business Valuation and Litigation Services
Member of Ethics Oversight Board of NACVA
ABV Champion for Mississippi
Work Experience
GranthamPoole (1999 – Present), Member
Doctors Network of America, Inc. (1996 – 1998), Chief Financial Officer
Acordia of Mississippi, Inc. (1994 – 1995), Chief Financial Officer
The Associated Group, Inc. (1992 – 1993), Financial Reporting Manager
International Accounting Firm (1985 – 1991), Manager
Practice Areas
Business Valuations
Valuation of Agreements between Hospitals and Physicians
Forensic Accounting
Litigation Support and Expert Witness
Fraud Investigation
Medical Practice Consulting
Financial Statement Audits, Reviews, and Compilations
Industry Specialization
Financial Institutions
Insurance Companies
Medical Practices
Civic/Community Involvement (Present and Past)
Ridgeland High School Athletic Booster Club – president, vice president, treasurer, director (2005 – 2013)
Pinelake Church – Deacon Board (2014 – Present)
Mississippi Children’s Home – Foster Parent (2001 – 2005)
Personal
Charley and his wife, Peggi, have three grown sons, Peter, Andrew, and Philip. They are members of Pinelake Church. Charley is an avid reader and enjoys spectator sports and golf.
CPA License Number R2608
-
CPA
662-234-8130Education
Baylor University (2000)
Bachelor of Business AdministrationUniversity of Mississippi (2001)
Master of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2011- Present), Member
Real Estate Sales & Development Company, (2006-2011), Business Manager
Local Accounting Firm (2004-2006), Senior Accountant
Local Accounting Firm (2002-2003), Staff Accountant
Practice Areas
Individual, Partnership & Corporate Taxation
Financial Statement Compilation
Small Business Consulting
Quickbooks Support
Industry Specialization
Real Estate
Construction
Healthcare
Retail
Non-Profits
Civic/Community Involvement (Present and Past)
Treasurer, Lafayette County Literacy Council
Graduate of Leadership Lafayette Program
Treasurer, Delta Waterfowl (Oxford/UM Chapter)
Personal
Alex and his wife, Beth, reside in Oxford and have one daughter. In his spare time, Alex enjoys outdoor activities, hunting, and traveling.
CPA License Number 5574
-
CPA
601-499-2400Education
Louisiana State University
Bachelor of Science in Business Administration, Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Louisiana Society of Certified Public Accountants
Work Experience
GranthamPoole (2001 – Present), Member
Nichols Research Corporation (1992 — 2001), Controller
Large regional CPA firm, Baton Rouge, LA, (1986 — 1992)
Practice Areas
Audits, Reviews and Compilations
Non-Profit
Real Estate
Construction
Wholesale/Retail
Individual and Corporate Tax
Financial reporting
Industry Specialization
Manufacturing & Associations
Non-profit organizations
Construction
Civic/Community Involvement (Present and Past)
Alum Supporter of LSU and Alpha Delta Pi Sorority
Former Endowment and Finance Committees at Christ United
Methodist Childrens’ Homes of Mississippi- Board Member
Stewpot Community Services
Personal
Karen and her husband, Kyle, are the parents of three grown sons, Matthew (Lauren), Nathan (Tatum) and Patrick (Michelle). They are members of Christ United, where she has been a member of the Sanctuary Choir. Karen is a local group leader with Bible Study Fellowship. She is also a member of the Metro Jackson Chapter of the LSU Alumni Association. Karen’s hobbies include LSU and MSU football and baseball, spending time with family, and enjoying her grandchildren as much as possible.
MS CPA License Number R2378
LA CPA License 18577
-
CPA
601-499-2427Education
University of Mississippi, cum laude
Bachelor of Business Administration
Professional Affiliations/Honors (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants – Education Committee
Mississippi Society of Certified Public Accountants – Tax Committee
Work Experience
Grantham Poole (2005-Present), Member
Regional CPA firm (1995-2005)
Two national CPA firms (1980-1995)
Practice Areas
Small business planning and taxation
Individual income tax planning and compliance
Professional service firms
Industry Specialization
Oil & Gas accounting and taxation
Real Estate/Timber
Non-profit
Estate & Gift Planning Compliance
Civic/Community Involvement (Present and Past)
Finance Chair and Board member – Center for Ministry (2012-Present)
Board Member – Mississippi State Board of Physical Therapy
Administrative Board Chair & Finance Chair, Christ United Methodist Church (2004-2008)
Treasurer and Board Member – Madison the City Chamber of Commerce (2003-2006)
East Jackson District of the Mississippi Methodist Conference – Finance Committee (2005-2012)
Frances Ruston Scholarship Fund- Board member and Secretary (2004-2012)
Personal
Melanie and her husband, Woody, have two sons, Ben & Banks. In her spare time, Melanie enjoys collecting books. The Woodricks are members of Christ United Methodist Church.CPA License Number 2750
-
CPA, CFE, Managing Member
601-499-2415Education
University of Mississippi (1978)
Bachelor of Business Administration in Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of the Mississippi Society of Certified Public Accountants
Association of Certified Fraud Examiners
Work Experience
GranthamPoole (1999 – Present), Managing Member
Poole, Cunningham & Reitano PA (1989 — 1999)
Local Accounting Firm (1983 – 1989)
International Accounting Firm (1978 – 1983)
Practice Areas
Audit
Tax
Litigation Support
Fraud and Forensics
Business Valuations
Industry Specialization
Manufacturing and Distribution
Retail
Real Estate
Construction
Higher Education
Non-profit Organizations
Employee Benefit Plans
Civic/Community Involvement (Present and Past)
AICPA Council Representative for Mississippi
Better Business Bureau of Mississippi- Board Chairman (2023 – 2024)
President of Mississippi Society of Certified Public Accountants (2009 – 2010)
YBL of Jackson Board of Directors
Twin Lakes Conference Center Board of Directors and Board Chairman
University of Mississippi Accountancy Alumni Board of Directors
First Presbyterian Church of Jackson – Elder and former Chairman of the Diaconate
Personal
Bob is married to the former Anne Manning and together they have three children and five grandchildren. Jim and Kate are medical doctors and Betsy is a pastry chef. In his spare time, Bob enjoys running, tennis, golf and collecting and operating vintage Lionel trains. Bob is a native of Florence, Alabama.
CPA License Number 2693
-
CPA
601-499-2400Education
Mississippi State University (1994)
Bachelor of Business AdministrationMillsaps College (1996)
Master of Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of the Mississippi Society of Certified Public Accountants
Medical Group Management Association
Mississippi Medical Group Management Association
Work Experience
GranthamPoole (1999 – Present), Member
Local Accounting Firm (1996 – 1999)
Practice Areas
Taxation
Medical Practices
Financial Planning
Industry Specialization
Medical Clinics
Physicians
Real Estate
Small Business
Individuals
Insurance
Civic/Community Involvement (Present and Past)
Christ United Methodist Church
Volunteer Baseball/ Football Coach
Boy Scouts, Assistant ScoutmasterNorth Jackson Youth Baseball Volunteer
Personal
George and his wife, Leigh, have two children, Kathryn and Brent. In his spare time, George enjoys many outdoor activities, including hunting and fishing, children’s sports, Boy Scouts, and Retriever training.
CPA License Number 5052
-
CPA
601-499-2400Education
Mississippi State University (1988)
Bachelor of Business AdministrationMississippi State University (1988)
Bachelor of Professional Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accounts
Mississippi Society of Certified Public Accounts
Central Chapter of the Mississippi Society of Certified Public Accountants
Dean’s List & Outstanding College Students of America
Mississippi Opera Association of Mississippi – Former board member and treasurer
Mississippi Leukemia and Lymphoma Society – Former board member and treasurer
Saint Joseph High School – Former board member and treasurer
2003/2004 Leadership Jackson Class
Central Chapter of MSCPA – Former VP Membership & Secretary
Mississippi Society of Certified Public Accountants – Former Board Member
Assissi Learning Center Advisory Board- Former Chairman
Member of Mississippi Society of Certified Public Accountants Governmental and Auditing Committee
ALS Association- Louisiana & Mississippi Chapter- Former Board member & Treasurer
Saint Dominic Health Services- Board Member and Secretary
Work Experience
GranthamPoole (1999 – Present), Member
Poole, Cunningham & Reitano PA (1994 – 1999)
Local CPA Firm (1988 – 1994)
Practice Areas
Non-Profit, Team Leader
Industry Specialization
Manufacturing and Retail
Construction
Civic/Community Involvement (Present and Past)
Leukemia Society Light the Night Walk
ALS Association of Mississippi Walk
Saint Jude “Hero” Half Marathon Fundraiser
Juvenile Diabetes Association Walk
Personal
Dickens and his wife, Brandi, have one son, John Brody. They are active members of Saint Richard Catholic Church. In his spare time, Dickens enjoys working out, running, biking, cooking, and spending time with family.
CPA License Number 4184
-
CPA, CFP®
601-499-2400Education
University of Mississippi (1994)
Bachelor of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Financial Planning Association- Mississippi Chapter
Licensed CFP® under the Certified Financial Planning Board of Standards, Inc.
Work Experience
GranthamPoole (2001 – Present), Member
Regional Investment Brokerage Firm (1994 – 2001)
Practice Areas
Financial and Estate Planning
Investment Consulting
Tax Planning and Preparation
Industry Specialization
High-net-worth Individuals
Retirement Plans
Estates & Trusts
Small Businesses & Startup Companies
Civic/Community Involvement (Present and Past)
MS Baptist Health System Estate Planning Council
Innovate Mississippi- Co-Builders Program Mentor and Startup Pitch Competition Judge
Angel Investor and Consultant to several local startup companies
Personal
Michael and his wife, Betsy, have two sons, Miles and Payton. In his spare time, Michael enjoys travelling, listening to live music, biking, kayaking, and spending time with family.
CPA License Number 5641
-
CPA
601-499-2400Education
University of Mississippi (2006)
Bachelor of AccountancyUniversity of Mississippi (2007)
Master of Taxation
Professional Affiliations (Present and Past)
Mississippi Society of Certified Public Accountants
American Institute of Certified Public Accountants
Work Experience
GranthamPoole (2019-Present), Partner
National Accounting Firm (2017-2019), Director
International Accounting Firm (2007-2017), Director
Practice Areas
Partnership
Corporate and Individual Tax Planning
Compliance and Consulting
Industry Specialization
Manufacturing and Distribution
Retail
Restaurant and Entertainment
Civic/Community Involvement (Present and Past)
Junior League of Jackson, Provisional Member
Central Mississippi Ole Miss Rebel Club, Volunteer & Board Member
Bible Study Fellowship
North Jackson Rotary Club (2019-present), Member
First Baptist Church of Jackson, Member
Mississippi Museum of Art Gala Committee, Member, VP of Corporate Sponsorship (2018 & 2019)
Personal
Suzy and her husband Zach live in Flowood with their twin boys, Charlie and Hugh. Suzy grew up in Brandon, and her husband is a Texas native. They met and lived in Dallas before moving to Mississippi in December of 2017. In her spare time, Suzy enjoys exercising at the Flowood YMCA, reading, watching movies and cooking, especially baking.
CPA License Number R7536
About Us
GranthamPoole, one of Mississippi’s leading regional advisory & accounting firms, provides tailored financial solutions designed to meet the unique challenges of businesses and high-net-worth individuals. With offices in Ridgeland, Oxford, and Hattiesburg, our industry-focused expertise helps you navigate complexity with clarity and confidence. Let us show you how strategic financial guidance can drive your success.
What We Do
-
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
-
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
-
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
-
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.
-
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
-
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
-
Successful businesses place continued emphasis on managing risk. A key element to risk management is the incorporation of a strong system of internal control into a company’s daily operations. Such internal controls help an organization to secure assets and protect them from theft or misappropriation. Unfortunately, businesses are often the victims of management fraud or employee theft. When a company suspects they may have experienced such loss, they want a professional they can trust to help them investigate and quantify the loss to support insurance claims and/or litigation. Our team of professionals is comprised of individuals with specialized education, training and experience in (a) helping clients design effective systems of internal control or helping clients fortify their existing systems of internal control, (b) performing forensic investigations, and/or (c) fraud examinations.
-
GranthamPoole has a long history of serving the governmental sector by providing financial and compliance audit services as well as compliance monitoring and consulting services for state and local governments and agencies. With a strong focus on grant compliance and performance auditing, we have established ourselves as a trusted partner for government entities across the state.
-
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.