BNA - Key Persons

Adam E. Ackerman

Job Titles:
  • President, CFP®

Allison C. Ludwig

Job Titles:
  • MAcc, CGMA

An Nguyen

Job Titles:
  • Intern

Angela Ashe

Job Titles:
  • Accountant

Bernard N. Ackerman

Job Titles:
  • Founder, CPA / PFS, CFP®, CGMA, CDFA

C. Marie Spearman

Job Titles:
  • MAcc

Celeste V. Simmons

Job Titles:
  • Office Manager

Daniel B. Love

Job Titles:
  • Accountant
  • Technologist

Dwayne Rollins

Job Titles:
  • Accountant

Emelia Howell

Job Titles:
  • Accountant

Fran McClure

Job Titles:
  • Office Assistant

Gavin Gochnour

Job Titles:
  • Financial Planner

Giovanni D'lapico

Job Titles:
  • Intern

Jason L. Ackerman

Job Titles:
  • CFP®, CGMA

Julia Grefenstette

Job Titles:
  • CFP®, AICPA, SCACPA

Kate R. Rabun

Job Titles:
  • MAcc

Katherine Henriquez

Job Titles:
  • Intern

Kelly Watson

Job Titles:
  • Accounting Services Director

Kyle Cawthon

Job Titles:
  • Accountant

Lawrence D. Vitez

Job Titles:
  • Founder - BNA Wealth

Leslie C. Westmoreland

Job Titles:
  • Office Manager

Libby Sprouse

Job Titles:
  • Accounting Services Support

Lisa McGuire

Job Titles:
  • Firm Administrator

Lorin Hamilton - COO

Job Titles:
  • COO

Meagan DenOuden

Job Titles:
  • CFP, AICPA, SCACPA

Melanie L. Williams

Job Titles:
  • Accountant
  • ATP, Accountant

Misty Wuori

Job Titles:
  • Marketing & Customer Relations Manager

Ms. Dale Goins

Job Titles:
  • Executive Assistant

Robert Longfield

Job Titles:
  • Accountant

Rock Hill Schools

Job Titles:
  • Education Foundation / Hometown / Pittsburgh, PA

Zankhna Naik

Job Titles:
  • Assistant
  • Office Administrator