Jamie D. Sledge, CPA, CFP

Senior Partner

Since 1992, Jamie Sledge has helped hundreds of clients protect their assets, reduce their tax liabilities and prepare for the future. His education, experience and expertise in fields such as IRA distribution analysis have more than adequately prepared him for doing what he enjoys the most: Working with individual clients to make smart and informed decisions about their finances.

W. Chad Carrick, CPA, PFS

Managing Partner

Since 1997, Warren “Chad” Carrick has been helping his clients through his extensive experience working in the areas of individual, business, and trust taxation, as well financial accounting and consulting, personal finance and wealth management. He particularly enjoys working with small business owners on how they can minimize taxes, grow their business, plan for succession, and retirement.

Chad enjoys spending his personal time with his wife and daughter, going to the beach and playing golf.

David R. Hiatt, CPA / CGMA

Tax Partner

Since 1977, David Hiat has been helping his clients detect solutions to solve their accounting problems. He believes that “an accountant is a great detective. You never start with all the facts, and you need to be open to the undiscovered solution. At the end of a successful day, I have followed my favorite fictional hero Sherlock Holmes’ sage advice more than once; 'when you have eliminated the impossible, whatever remains, however improbable, must be the truth' and then I have my client’s answer.”

David has served most of his forty year career within public accounting and taxation, gaining extensive experience with tax matters and business management consultation. He also has gleaned invaluable experience from his tenure as a Chief Financial Officer within the private industry.

When he’s away from the office, he enjoys power walking, spending time with family, and fast cars.