Born in Valley Forge, PA and raised in Cary, NC, Chad moved to Wilmington in 1998 and fell in love instantly. After graduating from the University of North Carolina at Wilmington, he knew Wilmington would be his home going forward. In 2006, Chad started working at a local CPA firm and worked his way up to Tax Partner in 2013. Chad is a member of the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA). In 2020, he decided it was time to venture out on his own to develop a more boutique style approach to CPA services. Being a CPA allows Chad to meet business owners and truly understand how the accounting process can be incorporated into strategic planning. Innately a people person, he loves hearing stories and various backgrounds of people. Public accounting allows Chad to merge his passion for business and passion for people into one, becoming a trusted advisor and partner for his clients. Living in Wilmington, Chad fully embraces the coastal life and has a fondness for boating, fishing, or simply hanging out at the beach all day with friends and family. A diehard Philadelphia Eagles fan, seeing the Eagles win their first Super Bowl in person is one of his favorite memories.

Meagan is a North Carolina native, originally from Fayetteville, NC. She moved to Wilmington, NC in 2012 to continue her education in psychology at the University of North Carolina at Wilmington. After graduating with her bachelor’s in psychology, she was hired as an administrative assistant at a local CPA firm in June 2015 where she worked closely with Chad and became the office manager in June 2017. When she is not working, you can find Meagan spending time with her family, gardening, practicing yoga, or spending time at the beach. She also enjoys DIY home projects and reading. Much like Becky, Meagan also shares a love for Harry Potter and her Hogwarts House would be Ravenclaw.

Jesse is a North Carolina native. He has lived in Wilmington, NC since 2001. Jesse studied business and accounting at the University of North Carolina at Wilmington. Since graduating with his bachelor’s degree in accounting in May 2015, he has worked at two local accounting firms until beginning with Chad in December of 2021. Jesse enjoys spending time with his wife, Adrian, and their two cats Olive and Gilly. When not at home binging the most recent Netflix or Hulu series, Jesse enjoys spending time with friends, trying new restaurants, and volunteering his time at church. Like Meagan, if Jesse was in Harry Potter, he would be in the Ravenclaw House.