David Gordon
David Gordon, CPA, PFS, joined the firm in 1996 and became an owner in 2000. He leads the firm’s individual, estate, trust, and gift tax departments while also assisting closely held businesses with planning. Active in the community, he serves in leadership roles with the Cabarrus County Community Foundation, Forest Hill United Methodist Church, and The Concord Rotary Club Foundation.
Ladoska Keeter
Ladoska Keeter, who moved to Concord in 1999 from eastern North Carolina, graduated from UNC Pembroke in 1995. After a year in private sector as a Controller, she shifted to public accounting in 1996, specializing in business tax, accounting, and consulting. Active in community through groups like Cabarrus Rotary and Community Free Clinic, Ladoska and her husband Tony Grillo share interests in live music and travel.
Michele L. Nichols
Michele joined the team in 2010 after relocating to North Carolina from Minnesota, bringing with her ten years of experience in a large regional firm. A CPA licensed in both North Carolina and Minnesota, she specializes in corporate and partnership tax compliance and consulting for small businesses. Active in the community, Michele completed Leadership Cabarrus in 2011 and serves on its steering committee.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.
Karen Heneise
Our staff members are highly trained and dedicated professionals who work alongside our partners to provide you with tailored solutions for your financial needs. From handling day-to-day accounting tasks to offering in-depth consulting, each team member brings their own expertise to help your business thrive.