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Staff |
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James M. Walters, CPA
President and Founder
Jim specializes in small business accounting, auditing, and tax services. He has over 15 years of public accounting experience in a diverse group of industries and areas. Jim is a member of the Maryland Association of Certified Public Accountants (MACPA) and the American Institute of Certified Public Accountants (AICPA). Jim holds a Bachelor of Science in Accounting from Towson University.
Melissa A. Walters
Vice President
Melissa specializes in individual financial strategy and planning. She has eight years of Fortune 100 experience in corporate finance and management. Melissa is also a licensed registered representative and holds her series 7, 66, and insurance licenses. She has four years of experience in this industry. Melissa holds a MBA from the University of Maryland, College Park and a Bachelor of Arts in Finance from Towson University.
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