Mark Baker serves as the Principal of the Healthcare group at Jackson Thornton, where he has worked since graduating with a Masters of Accountancy degree from the University of Alabama in 1997. Baker's practice focuses on providing audit, tax and consulting services to long-term care facilities, physician practices and other healthcare operations. Baker also provides tax and consulting services to closely-held businesses.
Baker is a licensed CPA and a member of the American Institute of Certified Public Accountants (AICPA); the Alabama Society of Certified Public Accountants (ASCPA), on which he serves as a member of the Board of Directors; and the Medical Group Management Association (MGMA). Baker also serves as Treasurer of the Brantwood's Children's Home and the Budget and Allocations Committee of the United Way.
Baker resides in Wetumpka, Alabama, where is he a member of Mulder United Methodist Church.
Rod Ballard is a principal in Jackson Thornton's Utilities Group, where he specializes in telecommunications regulatory issues. Ballard has been with the Firm since 1994, and provides consulting services such as financial forecasting, diversification studies and budgeting to telecommunications clients throughout the Southeast.
Ballard also travels across the country, teaching and conducting seminars on leadership, accounting and regulatory issues for Continuum Education + Training, a Jackson Thornton company.
Ballard is a member of Frazer United Methodist Church, and is involved in a number of professional organizations. He is a graduate of Troy University, which named him its "Young Accounting Alumnus of the Year" in 2004.
Raised in Dothan, Alabama, Tommy Bedsole was pleased to be one of the initial employees staffing the Dothan office when Jackson Thornton opened its doors in Dothan more than twenty-five years ago.
In addition to working with individuals and closely held small businesses, Bedsole specializes in tax planning and consulting for the construction and agriculture industries. He is a member of the Associated General Contractors and former President of the Associate Members.
Bedsole serves clients throughout the Wiregrass area along with clients in neighboring states. He is a licensed CPA in Florida, Georgia and Alabama.
Bedsole is a member of Ridgecrest Baptist Church, and he has been active in area youth sports through the Dothan National League. He held the office of treasurer for these organizations for many years.
In January 2007, Bedsole became an investment advisor representative with Jackson Thornton Asset Management in the Dothan office. His expertise and dedication have proven to be positive factors for JTAM.
Bedsole is a graduate of Troy State University and has been inducted into the Troy University Accounting Department Hall of Honor in recognition of professional success and long-term contributions to his profession.
Bedsole holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
Lucinda Bollinger oversees Jackson Thornton's Not-for-Profit division. She provides auditing and consulting services to a variety of not for profit organizations including municipalities; private universities and colleges; private elementary and secondary schools; religious; charitable and private foundations; health and welfare clients; and trade and professional organizations.
Bollinger has over twenty-five years of experience with not for profit organizations, governmental entities and closely held businesses.
Bollinger has served on the Alabama State Board of Public Accountancy and on the Governmental Accounting Auditing Forum Committee. She is a graduate of Huntingdon College.
Bollinger holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
Rita Brown specializes in estate planning, wealth transfer and gifting strategies. Brown's 25 years of experience assist her in the development of tax efficient wealth transfer plans that meet an individual's goals.
A dedicated estate planning professional, Brown is a member of the Montgomery Estate Planning Council. She has received designation as an Accredited Estate Planner through the National Association of Estate Planners and Councils. She remains current and supports her expertise through research and area-specific professional continuing education courses.
Brown has served on the boards of the Autauga Education Foundation and the Autauga Area Community Foundation. She has worked on the budget allocation committee of the United Way and is an active member of the Prattville United Methodist Church.
Brown is a graduate of Auburn University and holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
Lanny Crane has worked with closely held businesses and their owners for over forty years. His experience as a CPA reinforced his belief that investment planning, financial planning and tax planning should be systemically coordinated.
As an investment advisor representative for Jackson Thornton Asset Management, LLC, Crane uses his experience and skills to assist investors in evaluating their financial situation, establishing realistic goals and developing systematic wealth-building strategies.
Crane is a recognized leader in the community. He is the Co-Founder of Leadership Montgomery and a past Chairman of the Montgomery Area United Way. He most recently served as the Professional Group Chairman for the Montgomery Area United Way. He is a graduate of Auburn University and attended the Graduate School of Commerce at the University of Alabama.
Crane holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
Principal Denese Culbreth has served as a CPA for Jackson Thornton since 1994, and specializes in tax consulting for individuals and small business owners.
A member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants, Culbreth graduated from Troy State University with a Bachelor of Science degree in Business Administration. She is an active member of the First Baptist Church of Dothan.
Suzanne Davis has been a principal in the Dothan office since 1995. A native of the Wiregrass area and a 1984 graduate of Auburn University, Davis started her career with a national accounting firm, Ernst & Young, in West Palm Beach, Florida before returning to the Wiregrass area in 1987 and joining Jackson Thornton. With over twenty years of experience, Davis has worked with a variety of individuals and closely-held businesses providing accounting, tax, auditing and consulting services.
Davis has served for many years as Treasurer and a board member for Dothan Landmarks Foundation. She is a member of the Dothan Rotary Club and currently serves as a chairperson for the Foster Children's Program. She has volunteered with other non-profit organizations over the past several years including Wiregrass United Way, Slocomb Alumni Association, Ridgecrest Baptist Church and the Dothan Area Chamber of Commerce. She is a member of Ridgecrest Baptist Church and holds professional memberships in the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants, and the local chapter, Southeast Alabama Society of Certified Public Accountants.
Dennis Fain is the managing Principal of Jackson Thornton's Wetumpka office. Born and raised in Wetumpka, Fain opened the office in 1987 to serve his community. Fain's focus is tax planning and consulting services for small businesses. His work with area residents and their families led him to develop a series of strategies to assist families in planning for their children's college educations.
Fain is actively involved in civic and community activities in the Wetumpka area. He serves as a board member for the Wetumpka Area Chamber of Commerce and the Elmore County Healthcare Authority, and is a former board member of the Elmore County Community Foundation. He is also a member of the Wetumpka First United Methodist Church.
Fain is a graduate of Auburn University at Montgomery. He holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
John Fendley brings over 27 years of experience to his practice in Prattville. He provides accounting and tax services to individuals and small businesses along with assurance and consulting services to financial institutions and agricultural organizations. Growing up on a family farm in rural Alabama, Fendley came to understand the importance of helping people solve problems and plan for the future.
Fendley is active in the community as a member of the Prattville Kiwanis Club and the Prattville Chamber of Commerce, and is an alumnus of Leadership Autauga County. He is an active member of Frazer Memorial United Methodist Church where he currently serves on the Administrative Board.
Fendley is dedicated to a variety of youth sports programs, having served on local YMCA boards for over 15 years. He has coached more than 100 area youth soccer, basketball and baseball teams.
Fendley is a graduate of Auburn University. He holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.
Rusty Golden specializes in assurance and consulting services for financial institutions and not-for-profit organizations, as well as providing consulting and tax services for small businesses and individuals. Prior to his appointment as Principal, he was a senior manager in the firm's Prattville office.
A graduate of Auburn Montgomery with a BA in accounting, Golden is a Certified Public Accountant as well as a Certified Community Bank Internal Auditor.
Golden holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Andy Grigsby is a principal in Jackson Thornton's Montgomery office. Grigsby joined the firm in 1992 after graduating from Huntingdon College. His practice focuses on accounting, tax and tax consultation services for closely held businesses and individuals.
He consults clients representing a number of industries including petroleum, manufacturing, healthcare and the fast food restaurant business.
Grigsby is active in the Montgomery Area Chamber of Commerce.
Grigsby also holds professional membership in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Renee Hubbard is a tax consultant. She provides tax planning and compliance services to both individuals and closely held small businesses.
Hubbard has been employing her considerable knowledge and resources for Jackson Thornton's clients since 1985.
She serves as chairperson of the Alabama Society of Certified Public Accountants federal taxation committee. She is a member of Frazer United Methodist Church, where she volunteers in the Youth Ministry and teaches 8th grade Sunday school.
Hubbard is a graduate of Auburn University. She holds professional membership in the American Institute of Certified Public Accountants, ASCPA and the Montgomery Estate Planning Council.
Annamarie Wendlandt Jones has worked as a certified public accountant for Jackson Thornton since 1994. She specializes in taxation, compilation and review services of individuals and closely-held businesses.
A summa cum laude graduate of Auburn University Montgomery, Jones received both the Outstanding Student Award from the School of Business Accounting/Finance and the Accounting Achievement Award from the Alabama Society of Certified Public Accountants.
Jones is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. She currently serves on the Advisory Boards of the Family Sunshine Center and the Auburn University Montgomery School of Business. She is also a member of the board of directors and is treasurer of the Auburn University Montgomery Alumni Association. She is an active member of the Montgomery Rotary Club.
As a senior consultant for Jackson Thornton Utilities, Heidi Lee uses her twenty years of experience in the industry to help her telecommunications, electric, water and gas distribution clients prepare to succeed in an increasingly competitive environment.
A dedicated Utility consultant, Lee offers a range of assurance and management advisory services to her utility clients including audits, internal control evaluations, work order system design and managerial reporting. She is a recognized speaker and trainer and has served as a speaker for the RUS/CPA seminar on risk considerations in business diversification. She is a licensed CPA in Alabama, Florida, Georgia, Mississippi and Tennessee.
Lee is a graduate of Auburn University. She is a member of the First United Methodist Church, a Leadership Montgomery alumnus and a sustaining member of the Junior League of Montgomery.
Lee holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Marty Lee's area of practice is assurance services for cotton merchants and cotton cooperatives, employee benefit plans and not for profit organizations.
Lee serves as principal-in-charge of the firm's accounting and auditing practice quality control program. In addition, Lee serves as discussion leader for McGladrey and Pullen-sponsored continuing education classes.
Lee is a graduate of Auburn University at Montgomery and serves on the Goodwill Industries Advisory Board, the Montgomery Sunrise Rotary Board and the Montgomery Habitat for Humanity Board. He is also an active member of the First United Methodist Church.
Lee holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Over the past 47 years Dan Lindsey has seen his share of changes and has worked to prepare his clients to meet future opportunities. Lindsey focuses on tax. He consults clients representing a number of industries including petroleum, healthcare, financial, manufacturing and construction.
Lindsey joined the firm in 1961 after graduating from Auburn University. He is a member of the Montgomery Estate Planning Council and the Auburn University Research Advisory Council.
Lindsey remains involved in his community. He is a member and past President of the Montgomery Lion's Club, past President of the Montgomery Jaycees and a Trustee and Treasurer of Whitfield Memorial Methodist Church.
Lindsey holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
George Lynch's practice focus is assurance and consulting services for telecommunications and electric utilities. He provides a wide variety of consulting services including fraud examination and prevention, regulatory filings and cost studies.
Lynch is certified by the National Association of Certified Valuation Analysts as a Certified Forensic Financial Analyst with a specialty in fraud prevention and detection. He is a licensed CPA in Alabama, Florida, Georgia, Mississippi, North Carolina, Tennessee, Louisiana, and Texas. Lynch holds professional membership in the NACVA, the American Institute of Certified Public Accountants, and the Alabama Society of Certified Public Accountants.
Lynch is a graduate of the University of Alabama. He is a member of Frazer Memorial United Methodist Church where he is a Sunday school teacher.
L. Jerry Mitchell joined Jackson Thornton in 1974, becoming a principal in 1980. For more than 30 years, he has provided consulting expertise to the telecommunications industry through the firm's Utilities Division (a member of the Telergee Alliance).
In May 2006, Mitchell began serving as an investment advisor representative with Jackson Thornton Asset Management, LLC (JTAM), passing the NASD Series 65 examination in June. He is accredited by the American Institute of Certified Public Accountants with Personal Financial Specialist certification.
An honors graduate with a Bachelor of Science degree in Accounting from Auburn University, Mitchell is an active member of the National Telephone Cooperative Association, the United States Telephone Association and the Cellular Telephone Industry Association.
He is a deacon and former member of the Finance Committee for First Baptist Church in Montgomery, and is actively involved with the annual Jimmy Hitchcock Memorial Award Selection Committee.
Mitchell, a CPA in three states, is a professional member of the AICPA, the Alabama Society of Certified Public Accountants, the Society of Louisiana Certified Public Accountants and the Tennessee SBA.
Terry Mitchell is Jackson Thornton Utilities' senior consultant. Mitchell serves all Utility categories including electric, natural gas and water distribution systems.
Mitchell is a licensed CPA in Alabama, Florida, Georgia, Mississippi and Tennessee. He is a Certified Rate Design Analyst and is active in both state and local industry associations including National Rural Electric Cooperative Association, Alabama Rural Electric Association, Alabama Propane Gas Assoication, Alabama Natural Gas Association, National Society of Accountants for Cooperatives and the Electric Cities Association.
Mitchell is a graduate of Auburn University. He volunteers his time working with many community organizations. He is an alumnus of Leadership Montgomery and is active on the Administrative Board of First United Methodist Church.
Mitchell holds professional membership in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Chris Neuenschwander has worked for Jackson Thornton since 1995, specializing in not-for-profit,governmental and multi-family housing entities. Prior to his appointment as Principal, he was a senior manager and a leader in the firm's internal technology initiatives, including the development of the corporate website.
A Certified Public Accountant, Neuenschwander earned a BS in Business Administration from Harding University in Searcy, Arkansas.
Neuenschwander served as an active member on both Jackson Thornton's Community Events Committee and its Managers Group Advisory Team, and currently serves on the advisory committee of the Family Service and Resource Program of the Family Guidance Center. He is also a member of the Montgomery Lions Club.
Jackson Thornton Healthcare, under the leadership of Patti Perdue, works with medical practices and long-term healthcare providers to help maximize revenue and plan for the future.
Since 1980, Perdue has worked with the healthcare industry. Today, Jackson Thornton Healthcare provides management advisory services to the industry in addition to traditional accounting, tax and audit services. These services include assisting physicians in managing their revenue through review of processes and procedures, MGMA Best Practice comparisons, compensation reviews, short-term billing and collection services, and coding reviews. Perdue also understands the needs of long-term healthcare facilities, helping them track and manage the cost of patient reimbursement on a day-to-day basis as well as cost reporting, budgeting and strategic planning.
She is a member of the Alabama Nursing Home Association and the Medical Group Management Association.
Perdue is Jackson Thornton's resource for area law firms, providing accounting, tax and business advisory services including outsourced CFO services, review of procedures and controls and compensation methods.
In 2001, Perdue accepted leadership responsibilities for Jackson Thornton Technologies LLC. Jackson Thornton Technologies offers technology consulting, business software services, networking solutions and Internet resources.
Perdue is a graduate of Auburn University at Montgomery and serves as a board member of Baptist Health. She also serves on the Advisory Board of the First Baptist Church Foundation. Perdue holds professional membership in the Alabama Society of Certified Public Accountants and has completed certification for Certified Information Technology Professional through the American Institute of Certified Public Accountants.
As Personnel Principal for Jackson Thornton, Jim Pope recruits college graduates who choose to work in an environment that values the contributions of the individual.
In addition to these responsibilities, Pope serves as senior level tax consultant for closely held manufacturing, publishing, construction and retail and wholesale distribution companies.
Pope was one of the first non-Troy graduates to be inducted into the TSU School of Accounting Hall of Honor. He serves on Auburn University and Troy University Accounting Advisory councils. Pope is a graduate of Auburn University.
Pope holds professional membership in the Montgomery Estate Planning Council, the American Institute of Certified Public Accountants, and the Alabama Society of Certified Public Accountants.
Lyvonnia Poppell brings over twenty years and a broad base of experience to her work with Jackson Thornton's clients, specializing in tax planning, consulting and research.
Poppell is a graduate of Auburn Montgomery, and earned her Masters of Taxation from Georgia State University.
She holds professional membership in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. Poppell is a member of the Montgomery Estate Planning Council, a volunteer with the LAMP academic program, and is an active member of Vaughn Forest Baptist Church.
As a Principal for Jackson Thornton, Richard Powell specializes in closely held businesses providing tax, accounting and consulting services, as well as providing arbitrage and verification services to clients throughout Alabama.
Powell also works with the design, implementation and administration of benefit plans. Powell leads a team of five professionals working with businesses in establishing and growing profit sharing plans, 401(K) plans and pension plans.
Powell is a graduate of Auburn University. He is an active member of Heritage Baptist Church, and serves as a teacher for the AWANA T&T Boys Club.
Shaw Pritchett provides audit, accounting and tax services to closely held businesses in the manufacturing, wholesale and distribution industries. His broad experience and versatility allow him to impact every aspect of his clients' businesses.
Pritchett is involved in a number of community and professional organizations, including the American Institute of Certified Public Accountants and the Kiwanis Club of Montgomery. He has served on the council to the Alabama Society of Certified Public Accountants and is a member of St. James United Methodist Church.
Pritchett is a graduate of Huntingdon College, where he was a member of the 1992 National Championship golf team.
Ed Sauls leads Jackson Thornton's Valuation and Litigation consulting group.
This group offers business valuation services along with litigation support for professional firms and courts throughout the Southeast.
Sauls' dedication to his area of practice is evidenced by his commitment to continuing education. He is a Certified Valuation Analyst and holds the ABV (Accredited Business Valuation) certification as well as a CFFA (Certified Forensic Financial Analyst) certification.
Sauls is a past board member and chairman of the National Kidney Foundation. He is a Leadership Montgomery alumnus as well as past president of the Montgomery Lions Club, of which he is a current board member.
Sauls is a graduate of the University of Alabama. He is also a member of the Culverhouse School of Accountancy Professional Advisory Board, University of Alabama.
Sauls holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Ned Sheffield is Jackson Thornton's managing partner. He is responsible for guiding the Firm's strategic direction as well as overall administration and financial management of the Firm. He also serves as the Chairman of the Executive Committee of Jackson Thornton.
Prior to being elected Jackson Thornton's managing partner, he was the practice leader of the Firm's Construction Group. He is active in many of the State and local construction trade associations including Associated General Contractors, Alabama Road Builders Association, Associated Builders and Contractors and the American Subcontractors Association. He currently serves on the AGC National Tax and Fiscal Affairs Committee. He holds public accounting licenses in Alabama and Florida. Sheffield graduated with honors from Auburn University.
He is a past President of the Montgomery Auburn Club and the Association of General Contractors. Sheffield is a Rotarian and a member of the Board of Stewards of Frazer Memorial United Methodist Church. He holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Robin Short specializes in tax planning and consulting for closely held small business and their owners, primarily in the construction and agriculture industries. He works hand-in-hand with clients to provide the kind of expertise and personal service that few firms can provide.
A past board member of the Boys and Girls Club of Prattville, Short is a recent graduate of Leadership Dothan and currently serves on the advisory board of Auburn University's School of Accountancy, as well as assisting with fundraising for the American Heart Association and the Muscular Dystrophy Association. He and his wife Angela have two children.
Short is a graduate of Auburn University, where he earned a Bachelor of Science degree in Business Administration/Accounting He is member of the American Institute of Certified Public Accounts and the Alabama Society of Certified Public Accountants.
George Smith has over 35 years of experience in working with a variety of industries including healthcare and manufacturing.
In January 2009, Smith became an investment advisor representative with Jackson Thornton Asset Management, LLC. Utilizing his years of consulting with small businesses allows him to assist clients in formulating a financial plan to meet their long-term financial goals.
Smith has served as President of the Montgomery Lions Club, President of the Children's Center of Montgomery. He is presently on the Board of Directors of the Montgomery Area Chamber of Commerce.
Smith is a graduate of Auburn University. He holds professional membership in the Montgomery Chapter of CPAs, the American Institute of Certified Public Accountants, and the Alabama Society of Certified Public Accountants.
Diane Steinhilber manages her practice from Jackson Thornton's Prattville office.
Based in one of the fastest growing areas in Alabama, Steinhilber brings the resources of a major Southeastern accounting and consulting firm to Prattville and surrounding areas. She brings over twenty years of experience to Jackson Thornton's clients. She is a recognized tax consultant and provides a broad range of accounting and consulting services to municipalities and business clients including local physician practices and real estate developers.
Steinhilber, a Leadership Autauga County alumnus, serves on the Board of Directors of the Prattville Area Chamber of Commerce and the Autauga County United Way. She is a graduate of Auburn University.
Steinhilber holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Johnny Weatherford has worked for Jackson Thornton since 1997. A specialist in construction, he has been responsible for audit, tax, review and compilation for commercial construction firms throughout the Southeast. Prior to his appointment as a Principal, he was a senior manager with the firm.
Weatherford earned a BS in Accounting, and an MBA with an emphasis in Accounting, both from Troy University. He is an active member of Associated General Contractors, the American Sub-Contractors Association and the Montgomery Lions Club.
Tommy West uses his twenty years of experience working with manufacturers, wholesale distributors and closely held businesses to help his clients develop and implement the business strategies they need to succeed in a competitive environment.
West's passion for accountability and long-range planning supported a growing interest in investment and investment strategies. Today, he also serves as an investment advisor representative with Jackson Thornton Asset Management, LLC.
West graduated from Troy State University. He is a leader in his community, serving as Treasurer of the First Baptist Church Foundation. He is also an active supporter of the United Way fund drive.
West holds professional memberships in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
