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Adam is an Audit Partner at Hancock Askew and has over 13 years of experience in public accounting including 4 years at a national accounting firm. In addition, Adam has 3 years of industry experience. He manages the firm’s Risk Assurance & Advisory practice and serves as a technical accounting expert and training leader for the firm. Adam has consulted with multiple companies through their IPO process and helped with their risk assessment and development of policies and procedures.

Additionally, Adam specializes in providing financial statement audits, reviews and compilations for a variety of industries, including both publicly traded and privately held companies.

Adam received his Bachelor of Business Administration in Risk Management and Insurance from the University of Georgia and completed an accounting concentration at Georgia State University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), the Information Systems Audit and Control Association (ISACA), and the Institute of Internal Audit (IIA). Adam is a licensed Certified Public Accountant (CPA) in Georgia and Florida.

In memoriam of our lost Partner, colleague and friend.

September 28, 1971 – December 26, 2019

Carolyn is a Partner at Hancock Askew and is the Savannah Office Managing Partner. She has been serving clients for over 20 years in the areas of tax, financial planning and management services. Her clients include individuals, fiduciaries, partnerships and corporations. Carolyn specializes in high net worth individual tax, family-owned businesses, real estate, estate and gift tax, and fiduciary tax.

Carolyn is a graduate of the University of Alabama, Magna Cum Laude with a Bachelor of Science in Accounting and a Master of Tax Accounting. She began her career at Arthur Andersen’s Atlanta office and then went on to work for Deloitte in their Private Client Advisors Group before joining Hancock Askew in 2004. Carolyn is a member of both the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

An active member of the community, Carolyn is a member of the Wesley Monumental United Methodist Church, the Savannah Estate Planning Council, Armstrong Planned Giving Council and the Rotary Club of Savannah. She has also taken on the role of the Rotarians Play it Forward Treasurer. Carolyn was previously involved with the William Jay Society and 13th Colony, and has served on the Board of the Rape Crisis Center and was their Treasurer from 2006-2008.

In memoriam of our lost Partner, colleague and friend.

January 5, 1981 – August 29, 2021

Jodi is a Partner in Hancock Askew’s Atlanta office and has over 30 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm’s Employee Benefit Plan (EBP) Audit practice. Jodi specializes in audits, researching complex accounting and auditing issues, and SEC and financial reporting.

Jodi is deeply involved in the EBP community. She served on the Executive Committee of the American Institute of Certified Public Accountants (AICPA) EBP Audit Quality Center, currently serves the AICPA’s Technical Standards Committee and is a conference speaker at AICPA events and State Society conferences. Jodi holds two advanced AIPCA Certifications, Advanced Defined Contribution and Advanced Defined Pension Plans. She is a founding member and active participant of the BDO Alliance EBP community and a member of the Alliance’s Women’s Resource Group Leadership Team.

Jodi is a Past President and Past Vice-President of WIPs (Women in Pensions) in Georgia. She also holds memberships in the American Society of Pension Professionals and Actuaries (ASPPA). Jodi is a licensed CPA in Georgia, Florida and Massachusetts.

John McElderry is a Certified Public Accountant and Chartered Global Management Accountant with over 25 years of professional experience, including tax compliance and planning, mergers and acquisitions, disposal and sell side assistance, initial public offerings, financial statement audits, and SEC filings.

As partner at Hancock Askew, John advises high net worth individuals, as well as small businesses and their owners on financial and tax matters.  He assists small businesses and their owners with financial analysis and guidance on profitability and regulatory compliance as well as performing compilation, review and audit engagements for them.

Prior to joining our team, John started McElderry & Associates in 2005 and recently merged his company with Hancock Askew. Previously, John was a Senior Manager with Ernst & Young, where he served in the Transaction Advisory Services practice both in the Atlanta and London offices.  He planned, supervised, and participated in numerous acquisition and disposal transactions involving entities located in the United States, the United Kingdom, Germany, Belgium, France, Spain, Brazil, and China.

John holds a Bachelor of Business Administration degree in Accounting from the University of Georgia.    He is an active member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Mark is a Tax Partner at Hancock Askew and has over 40 years of experience in accounting.

Mark worked with Arthur Andersen & Company from 1979 – 1987, then became a partner with KPMG, LLP from 1987 – 1998, before starting his CPA firm in 1998. While building his CPA practice, he worked with Heritage Capital Group and Business Valuations as a principal from 1998-2012. He has provided tax and financial consulting services to Fortune 500 companies, closely-held businesses, business owners, and high-wealth individuals. Mark has provided business valuation services to closely-held business and holding companies and mergers and acquisition consulting and business brokerage services to closely-held businesses throughout his career.

Mark has been published in “The Economic Impact of Taxes on S Corporation Valuations,” with C. Donald Wiggins and Laura L. Coogan, Business Valuation Review, June 2000 and “Family Limited Partnerships in Florida,” with Carla A. Green, Jonathan L. Hay, Robert S. Hightower and Timothy J. Warfel, National Business Institute, Inc., 1996.

Along with being a Certified Public Accountant, Mark is a Certified Valuation Analyst and Master Analyst in Financial Forensics. Mark is also a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants and National Association of Certified Valuation Analysts.

Michael is a Partner at Hancock Askew and holds over 18 years of experience in public accounting. He serves corporations (both public and private) and partnerships in the areas of income tax and audit services and manages relationships with some of the Firm’s largest clients.  Some industries he specializes in include retail, financial institutions, construction, manufacturing and nonprofit organizations.  Michael has a number of clients with foreign ownership and is well versed in the issues facing companies in this space.  He also serves as engagement partner or quality control partner on both private and public ERISA audits.

Michael received his Bachelor of Arts from Armstrong State University, a Master of Arts from the University of South Carolina and completed an accounting concentration at Georgia Southern University. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Russell is a Tax Partner and the Atlanta Office Managing Partner at Hancock Askew. He specializes in providing accounting and tax advice to the firm’s closely held business clients and the individuals who own them. He prides himself in consulting and coaching business owners in the day to day decisions of running their businesses in order to achieve both their business and personal goals.

Russell received his B.S. in Finance from Auburn University in 1984. While employed at Bank of America (formerly Bank South), he received his B.B.A. in Accounting from Georgia State University. Shortly thereafter, Russell joined the audit staff of Coopers & Lybrand (now PWC). Russell is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Russell is an Organizer and sat on the Board of Directors for KeyWorth Bank prior to merger with Renasant Bank. He has also served in various leadership roles in the Norcross and Johns Creek Communities where he lives.

Sam is an Assurance Partner at Hancock Askew and has over 14 years of experience in accounting, 11 years in public, and 3 years in industry. His areas of expertise include financial statement audits, reviews, compilations, internal audit, technical accounting consultations, and interim Controller/CFO duties. He has served both publicly-traded and privately-held companies.

Sam’s strongest professional skill is building professional personal relationships with his clients to fully understand their needs. He works closely with training and development initiatives of the firm. This work also continually improves the approach that Hancock Askew takes to better serve its clients.

Sam re-joined the Hancock Askew team in 2017 after serving as a member of Ernst and Young’s assurance practice in their Atlanta office and working as a director for a large publicly-traded retailer. He received his Bachelor of Business Administration in Accounting from the University of Georgia and his Master’s in Accounting from Georgia Southern University. Sam is licensed to practice accounting in Georgia and holds memberships in both the Georgia Society of Certified Public Accountants, as well as the American Institute of Certified Public Accountants.

Sam is a graduate of Leadership Savannah – Class of 2019 and was a member of Savannah Magazine’s 2020 New Guard. He also serves on the Tournament Advisory Board for the Club Car Championship at the Landing’s Club and is a volunteer for the Stewardship Review Committee of the United Way of The Coastal Empire. He is a member of the Fine Gale Irish Heritage Society, a young men’s group, active in the Savannah St. Patrick’s Day Parade.

Alfredo es Socio en el departamento de auditorias en la oficina de Hancock Askew en Miami. El tiene más de 11 años de experiencia en contabilidad pública. Su área de experiencia incluye auditorías de estados financieros, auditorías de cumplimiento, auditorías internas y asistencia en fusiones y adquisiciones.  Alfredo ha trabajado con diversas industrias incluyendo organizaciones sin fines de lucro, bienes raíces, salud, fabricación, venta al por mayor, servicios profesionales y tecnología. También ha trabajado con compañías cotizadas y con empresas privadas.

Alfredo está muy involucrado en la comunidad. El era Presidente de la Junta Directiva del WOW Center, donde supervisó un proyecto donde el Centro amplió sus instalaciones para aceptar a 60 adicionales personas con discapacidades para que disfruten del centro. Alfredo también se graduó de Leadership Miami Class XXXIX del Greater Miami Chamber of Commerce.

Alfredo se graduó de Florida International University en Miami, FL, donde recibió una licenciatura en Contabilidad y una Maestría en Ciencias en Impuestos. Es un contador público certificado en el estado de Florida y es miembro del Instituto de Contadores Públicos Certificados de los Estados Unidos y de la Florida.

Chad is a Partner at Hancock Askew and has 20 years of experience in public accounting. As a Partner, he leads the firms risk assurance and advisory practice, serves as a technical accounting expert and helps fast growing private companies with best practices pertaining to accounting policies and procedures. His experience includes Sarbanes-Oxley consultation, advising on technical accounting issues and assisting companies through the initial public offering process. Chad routinely holds seminars for fast-growing private companies pertaining to the IPO preparation and SEC requirements, and also on the Sarbanes-Oxley Section 404 compliance process. He has consulted with more than 10 companies over the past 5 years on Sarbanes-Oxley compliance.

Chad received his Bachelor of Business Administration in Finance from the University of Georgia and his Master’s in Accounting from the University of Virginia. Before joining Hancock Askew, he spent eight years at EY in their Atlanta office, where he coordinated audits for both public and private companies, and worked more than one year at a firm that Chad founded that focused on technical accounting issues and best practices as it relates to process improvement. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Institute of Certified Public Accountants (GSCPA), the Information Systems Audit and Control Association (ISACA), and the Institute of Internal Audit (IIA). Chad’s dual focus in both accounting and finance provides him a solid understanding of business and accounting fundamentals, which he uses to provide clients with value-added consultations in order to address their needs.

Patricia es directora del departamento de impuestos y contabilidad en la oficina de Hancock Askew en Miami. Ella tiene más de 21 años de experiencia como contadora. Ella administra declaraciones de impuestos para individuos, negocios, organizaciones sin fines de lucro y de fideicomiso. También realiza revisiones y compilaciones de estados financieros. Ella tiene experiencia con el cumplimiento y la planificación de impuestos internacionales en lo que se refiere a los impuestos entrantes de los inversionistas extranjeros con ingresos o actividades en los Estados Unidos. Patricia tiene experiencia con varias industrias, incluyendo bienes raíces, fabricación y distribución, restaurantes y hospitalidad, y empresas privadas.

Patricia está involucrada en varias organizaciones cívicas y comunitarias. Es miembro de la Junta del Zoo Miami Foundation y miembra del Coral Gables Chamber of Commerce y del Greater Miami Chamber of Commerce. También es la Tesorera de la Junta Escolar de St. Timothy Parish School.

Patricia se graduó de Florida International Unviersity con una Maestría en Contabilidad. Es miembro del Instituto de Contadores Públicos Certificados de la Florida y del Instituto Americano de Contadores Públicos Certificados.

Rebecca is a Partner at Hancock Askew and has over 19 years of experience in audit, tax, accounting services and internal audit which provides an added benefit to the clients she serves. She has a focus on leading the firm’s accounting services for small to mid-sized businesses along with continued contributions in audits, reviews and compilations for closely held businesses and nonprofits as well as SOX compliance for public companies.

She has been with Hancock Askew since 2011 and beyond her excellent service and leadership in client engagements, Rebecca also greatly contributes in the areas of staff training, mentorship and recruiting.

She is a graduate of Berry College with a Bachelor of Business Administration in Accounting and received her Master of Accountancy from Kennesaw State University. She holds memberships in both the Georgia Society of Certified Public Accountants as well as the American Institute of Certified Public Accountants and is a Certified Internal Auditor.

Allen is the Office Managing Partner of Hancock Askew’s Jacksonville office and has over 17 years of experience in public accounting. His primary focus lies in providing financial statement audits, reviews and compilations for a variety of industries, including both publicly traded and privately held companies. Allen also performs business valuation and transaction advisory services and has extensive experience with mergers and acquisitions, estate and gift tax, buy-sell agreements, purchase price allocations and impairment tests.

Before beginning his career at Hancock Askew, Allen graduated from Georgia Southern University with a Bachelor of Business Administration in Accounting and a Master of Accounting. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Craig is the Miami Office Managing Partner of Hancock Askew. He has over 20 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. His industry expertise includes manufacturing and retail, hospitality, construction, real estate and private wealth management, among others. For over a decade, Craig has also focused on providing services to high-net worth foreign families with investments in the US, as well as US taxpayers with investments abroad. His extensive tax and audit background has provided clients with meaningful insight to help navigate the increasingly complex business environment.  Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020. Craig’s previous roles include Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc., a Fortune 500 company headquartered in Miami, Florida, and five years with the global firm of PricewaterhouseCoopers LLP in Miami, Florida, where he also served two years as the South Florida Site Leader for audits of employee benefit plans. Craig began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida. He has been involved in various community organizations and currently serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami, as well as serving in an advisory role to other charitable organizations in the South Florida community. Craig has a B.S. Degree in Accounting from Florida State University. He is a licensed certified public accountant in the states of Florida and Georgia and is a member of both the FICPA and AICPA organizations.

Greg is the Partner of IT Assurance Services at Hancock Askew and has over 10 years of experience working in various information technology environments. He leads the firm’s IT-related internal audit, risk advisory and System Organization and Control (SOC) reporting service. In his role, he helps clients identify and evaluate IT risk, implement cost-effective controls and monitoring strategies, improve execution and performance, and provide assurance to their customers and other external parties. Greg specializes in International and Stateside IT security related audits, risk advisory and Service Organization Controls (SOC) reporting.

After graduating from Gordon College with a Bachelor’s in Communication Arts, Greg began his career working in IT as a Senior Systems Engineer and was also responsible for managing software installation projects. This work involved both technical and non-technical talents, including policy, procedure, and creation of training documentation, as well as creation of operational and disaster recovery plans. Later with a national CPA firm, he focused on IT Assurance Services, leading engagement teams on IT and business process control projects, SOX 404 engagements, security assessments, IT internal audit co-sourcing arrangements, and led 150+ Service Organization Controls (SOC) examinations of third-party service organizations in a variety of industries in the United States, Canada and Europe.

Greg is a Certified Information Systems Auditor (CISA). He is a member of the Information Systems Audit and Control Association (ISACA), the Institute of Internal Audit (IIA) and the Technology Association of Georgia (TAG).

Michael is Managing Partner at Hancock Askew and has over 25 years of experience. He has coordinated audits for SEC registrants and privately held companies, including several Fortune 1,000 companies. His services include providing managed accounting and reporting for public equity and debt offerings, business combinations and dispositions; advising internal audit departments on plans and strategies to enhance corporate governance.

Before joining Hancock Askew, Michael spent 13 years with Ernst & Young and 2 years with Gulfstream Aerospace Corporation. He holds a Bachelor’s degree from Auburn University in Accounting and is licensed to practice accounting in Georgia, Florida and South Carolina. Michael is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Michael is also licensed to determine the value of a business and other projects that need valuation techniques, he is a member of the National Association of Certified Valuation Analysts.

Michael is passionate about his clients and focuses on helping them address issues and providing advice and consultations. He serves on the Board of the Union Mission of Savannah, Savannah Chamber of Commerce and St. Peter the Apostle Parish and School. He is also a member of the Savannah Executives Association, Savannah CFO Council, St. Patrick’s Day Parade Committee and Legatus.

Joel is a Tax Partner with Hancock Askew at the firm’s Jacksonville office. He has 16 years of experience providing proactive business and tax advisory services for closely held businesses, partnerships, corporations and high-net worth individuals.  He serves clients in a variety of industries including medical/dental practices, personal service businesses, commercial manufacturing contractors/subcontractors and home builders.

Joel graduated from Georgia State University with a Bachelor of Business Administration in Accounting and earned his Master of Business Administration in Accounting from Kennesaw State University.  Joel is a member of the American Institute of Certified Public Accountants, the Florida Institute of CPAs and the Georgia Society of Certified Public Accountants.

Kristen is Tax Partner at Hancock Askew and has over 18 years of public and private accounting experience. She received her Bachelor of Science in Accounting from University of Florida and Master of Accountancy from University of South Florida.

Kristen began her career with Deloitte in Atlanta where she had the opportunity to service several Fortune 500 companies. Following her time at Deloitte, Kristen became the tax manager for a large, Atlanta based manufacturing company.

Kristen focuses on providing one stop solutions for small to mid-size companies and high net worth individuals. Her expertise includes accounting, bookkeeping, corporate income tax preparation and state and local tax consulting. Kristen’s experience provides a unique insight for her clients, taking into consideration the appropriate accounting treatment for transactions as well as the tax implications that will come into play.

Kristen is a CPA in Florida and is also a Qualified Practitioner in Florida’s Certified Audit Program for sales and use tax. This designation has allowed her to perform sales and use tax audits for several clients on behalf of the Florida Department of Revenue.

Kristen also sits on the board of directors for The Florida Wildlife Corridor, a member of the leadership council for Big Brothers Big Sisters and a member of the USF Accounting Advisory Council.

Stephen is a Partner at Hancock Askew. He manages a diverse array of tax clients ranging from high wealth individuals, trusts and estates, partnerships and corporations. His extensive experience includes tax compliance and planning for individuals, partnerships, corporations, trusts and estates; tax and consulting services for small, mid-sized and large businesses; mergers and acquisitions; business succession planning; and federal and state campaign compliance. Stephen serves clients in a variety of industries including medical practices, professional service firms, insurance agencies, construction companies, logistics, warehousing, manufacturing and franchises.

Growing up in a large family of accountants, Stephen followed in his family’s footsteps. He studied at the University of Georgia and graduated Summa Cum Laude, with a Bachelor of Business Administration in Accounting and a Master of Accountancy in Taxation. He joined Hancock Askew full-time in 2006, after completing a previous internship with the Firm. He is a member of both the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, Stephen serves on the Boards of the Savannah Community Foundation, GRACE Scholars, and is a founding member and past president of the Fine Gael Society.

Eddie is a Tax Partner in the Atlanta office and currently leads the firm’s tax services for high net worth individuals and families. He specializes in providing proactive tax planning and compliance services for high net worth individuals, retirees, business owners, trusts, estates and charitable entities. In addition, he has extensive experience working with executives with stock-based compensation including stock options, deferred compensation, restricted and performance stock awards and other compensation benefits.

Eddie is a graduate of the University of Georgia with a Bachelor of Business Administration in Accounting and a Master of Accountancy in Tax. He began his career at Ernst & Young in their Tax Department/PFC Group and was a founding Partner of the firm Jackson, Reece and Scott. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he holds a Personal Financial Specialist designation with the AICPA in recognition of his broad experience and expertise working with the financial needs of high wealth families.

Billy is a Partner at Hancock Askew and has 33 years of experience working in both public accounting and the private sector. Billy’s areas of expertise are corporate and individual income tax planning, business consulting and transaction advice, succession planning and trusts and estates. His business clients include those in construction, manufacturing, retail and service industries.

Billy is a graduate of Georgia Southern University and holds a Bachelor of Business Administration in Accounting. He has spent his entire career in the accounting profession, twenty-seven years in public accounting as well six years as a controller in the private sector.  Billy is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountant. In addition, he is active in his church and serves on the Board of various community organizations.

As an advisor to his clients, Billy focuses on going above and beyond to help them add value to their business and create a better quality of life for themselves and their families.