MARSHALL JONES - Key Persons
Alexander joined Marshall Jones in 2024 with over 20 years of tax experience in public accounting (including Big Four and regional firms) and the industry. Alexander has a wealth of knowledge of Subchapter K (partnership tax) and work experience with partnerships in real estate, private equity, hedge fund, financial services, and healthcare industries, to name a few. He also has many years of in-depth compliance experience with tax-exempt organizations of all sizes and levels of complexity. He is excellent with streamlining processes and procedures, including tax compliance processes for larger, more involved clients. He is often brought in to understand complex tax issues and help find solutions for them, do tax research, and explain tax and accounting matters in a way that is accessible to anyone.
Alexander graduated from Concordia College in Moorhead, Minnesota, with a summa cum laude degree in business administration and mathematics and completed his six-year graduate studies at American University's Kogod School of Business in Washington D.C., with a summa cum laude Master of Science in Taxation degree in 2012. He has been a certified public accountant since 2004.
Alexander is committed to his ongoing personal training and development and regularly takes communication, leadership, and other personal training courses and seminars. He is a student of philosophy, history, and art. Alexander is an eclectic and well-rounded reader, lover of classical music, art, and antique clocks. He has travelled extensively around the world and has visited or lived in over 30 countries. Alexander exercises on a regular basis and is currently learning how to play a new musical instrument - a five row (chromatic) button accordion.
Alice Zhou Graduated from the Georgia State University with dual bachelors in Accounting and Finance. She became a part of Audit team at Marshall Jones in December 2019. Prior to this job, she had experience working as a property accountant in a commercial real estate firm. She prides herself on being a great team player, detailed analyst, and efficient in time management. Alice enjoys working with people so she can use her knowledge to help others.
In her spare time, Alice enjoys cooking, hiking, and traveling with her family. She travels out of the country every year to help her children learn about different cultures and to expand their minds.
anna gusalova senior accountant Anna joined the accounting team at Marshall Jones in 2017 with over twenty years of accounting experience. She began her career working assisting restaurants, manufacturing and whole sale corporations. She spent a large part of her career working with a prominent law firm and managing their entire accounting. Anna excels in helping companies with their analytics and budgeting. She is client-focused and effectively assists companies with payroll, monthly bank reconciliations, accounts payable/receivable, as well as corporate compliance.Outside of the office, Anna enjoys spending time with her husband and daughter as well as painting and reading.
Carmen graduated from San Jose State University in May 2022 with a Bachelor's in Accounting. She recently moved from California with her fiance and Australian Cattle Dog, Mila. While attending school, she gained experience in the construction industry as Office Manager and Tax & Audit Intern with CliftonLarsonAllen in San Jose. She plans to continue her education and work towards CPA licensure within the next couple of years.
In her free time she enjoys spending time with family and friends, going to the gym, and catching up on her favorite tv shows.
Job Titles:
- Founding Partner
- Co - Founder of Marshall Jones & Co
Charlie Jones is the co-founder of Marshall Jones & Co along with the late Harry Marshall in October, 1984. As Senior Partner, Charlie focuses on client relationships and business development. Charlie has performed peer reviews for other CPA firms since 1990 in 9 states. He performs reviews for firms with 5-50 professionals. He became a member of the Georgia Society of CPA's Review Acceptance Board in early 2019. Charlie's career has consisted of auditing, contract controllership, systems and other consulting. He ensures that the firm maintains the critical quality necessary to effectively serve our clients. He holds a strong knowledge in real estate, construction, technology, distribution, government, and non profit industries. Charlie has also lead many projects in Sarbanes Oxley internal control compliance for several public companies. In addition he has been a frequent lecturer and trainer in this and other audit related areas.
Charlie's community activities include service as an elder and Treasurer at Trinity Presbyterian Church, and past membership in Midtown Rotary where he served in numerous capacities. Charlie is also the founder of the Atlanta CPA alliance, an alliance of 15 Atlanta CPA firms.
Charlie is a graduate of Washington & Lee University, where in addition to obtaining a Bachelor's degree in Commerce with special emphasis in accounting, he met his wife Mary Ellen Jones, a local realtor. Charlie's daughter lives in Brooklyn with her two children where she is the Director of Marketing for a large retailer. His son and his two children live in Atlanta where he works in residential real estate.
Outside of the office, Charlie enjoys playing tennis and golf. Along with traveling, he also loves spending quality time with his four grandchildren.
Charli joined the Marshall Jones team in 2022. She earned a Bachelor's degree in Social Work from The University of Georgia in 2016 and has since been in several early childhood development roles, including center management. She has a strong attention to detail and loves to see those around her succeed.
In Charli's free time, she can be found on the river kayaking, having game nights with friends, or spending time with her family.
Claire joined the Marshall Jones team in September 2023. She has a Bachelor of Science in Accounting and is currently earning her Master of Science in Accounting. After graduating, she plans to sit for the CPA exam.
Claire got married in February! They recently adopted a cat named Gracie. Claire enjoys reading books (fantasy novels are her favorite - she's currently working through the Game of Thrones series), talking about movies, playing cozy games such as Animal Crossing, and petting other people's dogs.
Diana Anusca joined the Marshall Jones team in 2020 as a staff auditor. She graduated in 2019 with a B.B.A. in Accounting from the University of Georgia. She continued her educational goals and graduated in 2021 with a Master's of Science in Accounting from Liberty University. She intends to continue her education by receiving her CPA certification. Diana started our continuous auditing practice and has experience in auditing real estate, construction, nonprofits, and employee benefit plans.
Outside of the office, she enjoys traveling, spending time with family and friends, and attending sporting events. Diana also participates in her church where she teaches financial concepts.
Job Titles:
- TAX DIRECTOR
- Tax Director / Partner
Diane Grant is a dedicated and accomplished Tax Director at Marshall Jones, contributing 38 years of expertise in accounting. With a fervent passion for excellence and innovation, she has played a pivotal role in Marshall Jones' success since joining the team in 2018.
Diane holds a Bachelor's Degree from Mercer University and has garnered valuable experience at industry leaders such as Dun & Bradstreet and S&P America. At S&P America, she ascended to the position of VP of US Field Finance, showcasing her exceptional skills and dedication to her work. Diane is a recipient of numerous awards recognizing her outstanding and top-notch performance at her previous companies.
As the Tax Director at Marshall Jones, Diane is a key player with a keen eye for detail. Since 2018, she has been instrumental in shaping the company's success, handling crucial responsibilities in the realm of taxation. Diane's dedication to excellence and innovation ensures she plays a vital role in the financial success of the company.
Ethan joined the Marshall Jones team in September 2021 working in the accounting department. Ethan brings with him seven years of experience in public accounting. He graduated cum laude from the University of North Georgia in 2016 with a B.B.A. in Accounting. He then went on to work for a CPA firm where he gained valuable experience in accounting, audit, and tax. Ethan gained his CPA credential in 2020.
In his free time, Ethan enjoys spending time with his wife. He is also an active member of a local church where he serves as a volunteer youth leader. Ethan also enjoys cheering on his Atlanta Hawks and Atlanta Braves, spending time outdoors, and having a nicer lawn than his neighbors.
Greg joined Marshall Jones in 2022 as an Accounting Manager. Prior to joining the firm, Greg was a Chief Financial Officer and ran a consulting business. Greg spent seventeen years as a Financial Statement Auditor. Greg graduated from the University of Phoenix with a B.B.A. in Accounting and shortly thereafter obtained his CPA license.
In his free time, Greg enjoys bicycling, watching football, and traveling. Greg has completed an Ironman triathlon, and cheers on his Kansas City Chiefs.
Hannah is an Audit Manager in our Accounting and Assurance Services department with experience serving companies from start-up nonprofits to midsize companies in the private sector. Her industry experience includes real estate, nonprofit, government, and HUD audits.
Hannah received her bachelor's and master's degrees in accounting with highest honors from the University of Tampa in 2011. After which, she moved to Georgia and started her career with Marshall Jones as a staff auditor in 2012. Hannah absolutely loves her Marshall Jones family. She is also a member of the Georgia Society of CPAs (GSCPA).
Outside of the office, Hannah enjoys spending time with her family, traveling, and serving at her local church in Dacula, GA.
Greg Logan graduated from the State University of West Georgia with a B.S. in Accounting in the summer of 2004 and was hired on with Marshall Jones shortly thereafter. He obtained his CPA license in the Winter of 2013 and his CITP in the Summer of 2016. Greg has demonstrated the ability to flourish in a constantly changing industry made possible in part through his proficiency with technology. He has been instrumental in helping the firm take advantage of technological resources to maximize the firm's capacity and efficiency.
Greg currently oversees each team at Marshall Jones. He is focused on mentoring his team members to ensure services provided exceed expectations. Greg has a wide range of audit experiences and has worked with clients in real estate, construction, technology, distribution, government and non-for-profit industries.
Greg has three beautiful children. Greg contributes much of his time to his church family at Union Hill Church. In his spare time he enjoys hiking and camping with his family. Along with that, he enjoys playing video games with his daughters and cheering on the Atlanta sports teams!
Julie specializes in tax compliance and planning for corporations and individuals. She has over 15 years of experience working with clients in a variety of industries, including manufacturing, technology, restaurants and not for profit organizations. Prior to joining Marshall Jones and Company, Julie gained valuable experience at local Atlanta firms. Originally trained to be an engineer, Julie prefers working with people more than equipment, so she put her strong analytical and math skills to work as an accountant. Julie enjoys helping people understand their financial position and make good tax decisions. Julie likes music, ballroom dancing and traveling all over the world.
Kelly joined the tax team at Marshall Jones in 2021. Prior to joining Marshall Jones, Kelly worked for different local public accounting firms and has experience in many aspects of accounting work, specifically tax planning and tax return preparation.
Kelly graduated from the University of North Carolina at Charlotte with an MS Degree, Finance Concentration. She is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
In her spare time, Kelly enjoys watching movies and spending time with her family.
Meet Kim, a seasoned Tax Administrator at Marshall Jones, contributing two decades of expertise across customer service, manufacturing, and hospitality. Possessing a natural inclination for continual learning, she is a linchpin in the success of Marshall Jones.
Kim embodies the essence of a team player, combining accountability with a discerning eye for effective communication, organization, attention to detail, and a commitment to quality. Her track record showcases a consistent dedication to meticulous work. Kim's drive stems from her passion for facilitating client success. Committed to doing it right the first time, every time, and on time, she endeavors to create an environment where clients feel at ease and relaxed.
When not immersed in the world of tax administration, Kim can be found enjoying the outdoors with her dogs, delving into a good book, experimenting with baking, and indulging in theme park adventures. Maintaining a harmonious work-life balance, she draws inspiration from cherished moments spent with family and friends.
Job Titles:
- Partner of Firm / Administration
Kristen joined Marshall Jones in August 2016 to handle office management duties. She holds a counseling degree from SUNY Alfred and brings over a decade of experience in client relations to our firm. Her intelligence, competitiveness, and team spirit gradually led to her assuming the newly created roles in human resources, financial management, and marketing and sales support, and the results of these efforts resulted in her promotion to full partner status as of January 1, 2019. With an innate aptitude for business, Kristen's goals are to assist all team members in strengthening and growing their departments and teams.
Kristen serves on the board of BrewAble, a nonprofit located in Alpharetta, Georgia that provides meaningful employment to adults with intellectual and developmental disabilities. Kristen enjoys spending time with her husband and daughters. She can often be found cooking and traveling as much as possible. She is also a car enthusiast and enjoys rebuilding and racing classics with her father.
Lisa has been a part of the team at Marshall Jones since 2020. Her career in accounting started early on while still in high school and quickly she realized that accounting was the best career path for her. She has worked for many different companies and given the opportunity to learn and excel at various aspects of accounting as she worked her way up to a full charge bookkeeper. She has experience in retail, manufacturing, salons, general contracting and many more.
When not working, she lives for her two young grandsons. She will always jump at the opportunity to travel to Alabama to visit them.
Lisette joined the Marshall Jones team in January 2020. With over 10 years of customer service experience, she uses her unique experiences from living and being educated in New York and Arizona to bring professionalism and charisma to the newly created role of Administrative Assistant.
In her free time, she enjoys cooking, spending time with her fiance and fur babies, and entertaining her extended family.
Liz graduated from the University of South Florida with a Bachelor's degree in Accounting as well as a Masters in Business Administration. She has been a CPA since 2005. She began her career in public accounting but also has years of experience in a Fortune 500 corporate environment. She has worked with a wide variety of industries from banking and insurance to local shops and restaurants. She especially loves to work with entrepreneurs and business owners to help them understand their financial position and streamline their financial processes.
In her spare time, she likes to hike, travel, or otherwise adventure. Her four children are sometimes along for the ride.
Lumumba joined Marshall Jones in 2022, just about a year after moving from New York. He graduated from Pace University with a BBA in Public Accounting and an MBA in Financial management. He started his career in 2008 at a large public accounting firm in New York, serving mostly investment partnerships and high net-worth clients. He also had his own private practice for the past 8 years.
Lumumba brings his experience and attention to detail to support the Marshall Jones tax team with a wide range of tax return projects. He believes in learning about clients and what they do to help them with tax compliance. His goal is to provide practical tax services to clients so that they can focus on their businesses.
In his spare time, Lumumba enjoys running, gardening, DIY woodworking projects and spending time with his family. He is a camper and loves the outdoors.
MALLORY HOWARD AUDIT SENIOR Mallory joined the Marshall Jones team in June of 2020. She graduated in 2019 with a Bachelor of Business Administration in Accounting from Augusta University. While in school, she was a member of the Women's Track and Field Team, where she threw javelin and hammer. She is currently continuing her education at Georgia Southern University and will graduate in December of 2022 with a Master of Accountancy. She also intends to obtain her CPA certification within the next year. Mallory has 3 years of public accounting and auditing experience. Her experience includes working with various industries and client bases, including non-profit, construction, distribution, and employee benefit plans. She enjoys working with her clients to provide outstanding auditing services and to build meaningful, valuable relationships. In her free time, Mallory enjoys spending time with her family and friends, being outdoors, and attending sporting events.
Mary Helen joined the team in 2018 and brought 15+ years of experience serving as an outsourced controller to individuals, small business entrepreneurs and small to moderate size companies in the real estate, construction and consulting areas. In her role at Marshall Jones, Mary Helen effectively and independently manages the cash flow, budgets, accounts payable and accounts receivable of multiple clients while maintaining accuracy and financial integrity of all accounting functions.
Prior to her work in accounting, Mary Helen held positions in human resources at a major Fortune 500 company as well as roles as a senior programmer analyst in IT. Outside of work, Mary Helen focuses her time on developing and enhancing her metal smith skills through adult education as well as through her fully equipped home studio.
Job Titles:
- Associate
- SENIOR TAX ASSOCIATE
Mason Hardin serves as a Senior Tax Associate at Marshall Jones, bringing 8 years of tax accounting experience to the table. He holds a Bachelor of Accounting from Georgia College and State University and a Master of Accounting from Georgia State. Mason is known for his practical approach in resolving complex tax issues and notices.
With a knack for tax research and problem-solving, Mason's strengths lie in attention to detail, goal-oriented mindset, and a passion for continuous learning. He holds the Enrolled Agent designation with the IRS, allowing him to effectively represent clients in dealings with the tax authorities.
Mason's achievements include successfully resolving numerous tax cases, resulting in substantial savings for clients. His driving force is rooted in helping clients succeed by providing them with the knowledge to make informed decisions.
Melanie Whitworth has over 35 years of experience in accounting and taxation related to small businesses and individuals with a specialization in commercial and residential real estate development, construction and management. A summa cum laude graduate of the University of Alabama, she began her career with Arthur Andersen & Co. in Atlanta., where she was a member of the family tax and estate planning team and served on the accounts of major southeastern real estate and development companies. In 1987, she joined Taylor & Mathis as Tax Manager and Chief Financial Analyst, a position she held for 10 years. In 1997, Melanie formed her own firm specializing in providing complex tax and financial analysis for developers, construction companies, real estate management companies, and high net worth individuals with substantial investments in real estate.
Melanie sold her firm in January 2015 and retired until 2018 when she joined Marshall Jones as a Senior Tax Manager. Melanie is responsible for a wide range of tax planning, projections, and compliance. Her analytical skills and strong attention to detail has proven to be a great asset when working with clients.
When not working, Melanie enjoys spending time with her family and traveling.
Nathan joined the Marshall Jones team in 2007. He serves as the partner in charge of assurance services for the firm and is a member of the AICPA and GSCPA. As a critical part of the audit team, Nathan ensures that the audit is effectively planned, properly supervised, and executed with efficiency. Nathan prides himself in being extremely responsive to his clients and truly helping them to understand every step of the audit experience.
Nathan graduated from the University of West Georgia, where he obtained a Bachelor's in Business Administration with a special emphasis in accounting, then in 2018, he obtained a Master's of Science of Accounting from Liberty University.
Nathan has been involved with church his entire life, and met his wife, Kelly, a victim advocate, in 1994 while serving at a backyard Bible school. Since then, he has served on many committees, and most recently served on the adoption ministry team at Lakewood Baptist Church in Gainesville, Georgia, a church that honors the ministries of adoption and orphan care. The call to adoption started in 2008, and Nathan and Kelly have four beautiful children.
Job Titles:
- SENIOR ACCOUNTANT
- in 2022 As a Senior Accountant
Pat joined Marshall Jones in 2022 as a Senior Accountant. She was born and raised in Dalton, Georgia. She relocated to the Alpharetta area to be closer to her daughter. Pat attended Dalton Junior College and Reinhardt University. She brings over 35 years of experience to the team working primarily for several different privately owned corporations including distribution, retail, construction, and residential & commercial property rental.
In her free time, she enjoys spending time with her daughter, music, traveling & reading.
Payal Agarwal joined the Marshall Jones team towards the end of 2018.
She moved from India and holds a Chartered Accountant Degree.
Prior to joining Marshall Jones and Company, Payal gained valuable experience at Ernst & Young, Bangalore, India. While working at EY, she was responsible for reviewing financial statements audits of various public and Private Companies of different sectors.
She has experience in providing assurance on financial statements and has strong analytical and issue identification skills. Payal plans to further her education in Audits and Accountancy Field by working towards her CPA designation.
While not at work, Payal enjoys spending time with her beautiful family. She has been married to her husband, Ankit, since 2018. Payal also enjoys playing games and watching Sitcoms during her free time.
Randy joined Marshall Jones in 2020 as an Audit Partner. Prior to joining the firm, Randy was a Principal at Smith & Howard, Managing Director at Grant Thornton and a Principal at Frazier & Deeter. Randy is a quality client service provider with financial reporting expertise spanning over 25 years in public accounting with the bulk of his career focused on a large array of national and mid-size nonprofit, construction and manufacturing companies. His experience includes financial statement audits, implementation of new accounting standards, internal control assessment and improvement, governance and federal grant programs compliance. He has written and hosted several webinars on topics ranging from financial liquidity and cash forecasting to reputational risk and furthering engagement through creative use of social media.
Randy attended Indiana University, where he received a Bachelor of Science in Accounting. He is active in the community at a professional and civic level, serving as Audit Committee Chair of the Cobb Community Foundation, Audit Committee member of Center for Family Resources, former President of the Board of Directors of Nicholas House, a former member of the Georgia Society of Certified Public Accountants' (GSCPA) Nonprofit Taskforce Committee and Peer Review Committee, and a board member of the GSCPA Educational Foundation. Randy is also a member of the GSCPA Leadership Council and Knights of Columbus.
Randy is married to his wife Kate, and their two boys attend the University of Georgia. Randy enjoys traveling and attending Atlanta Braves games.
Robert is a diligent and detail-oriented accounting professional who brings a commitment to excellence and a dedication to accuracy to our team at Marshall Jones. Prior to joining Marshall Jones, Robert earned a BBA in marketing at the University of West Georgia. With 3 years of work experience in accounting and a natural passion for numbers, Robert is committed to supporting our clients and ensuring the financial integrity of their businesses.
Job Titles:
- ACCOUNTING DIRECTOR
- Certified Public Accountant
Sabina Lam has more than 15 years of financial reporting, accounting, auditing, budgeting, forecasting, and general ledger analysis experience. Prior to joining Marshall Jones, she served in senior financial positions from the controller to VP of Finance for various companies.
Sabina is a Certified Public Accountant and is a member of the Georgia Society of CPAs and The American Institute of Certified Public Accountants. She holds a Master of Business Administration from Mercer University and a Master of Accounting and Financial Management from the Keller Graduate School of Management
Sabina loves the outdoors and she is a car fanatic.
Stephanie graduated from the University of North Georgia in 2016 with a Bachelor's in Finance. Over the next 6 years, she gained accounting experience working as an Office Manager in the IT field and received a promotion to Administrative Director. Feeling like she found her niche, she joined the Marshall Jones team in July 2023 as an Accounting Associate to further her knowledge and experience. She hopes to have a long fulfilling career in accounting. Her hobbies include puzzles, Legos, playing table top and video games with her husband, Garrett. They have two fur babies, Cleo & Quill. She loves all things Disney and leopard print.
Susan graduated from the University of Mississippi with a Bachelor of Accountancy degree in 1981 and received her CPA certification in 1984. She began her career in public accounting with Arthur Andersen. Over the course of her career, she has worked in both public accounting and private industry. She has extensive audit experience and hands on experience in industry as an Accounting Manager/Assistant Controller. Susan has been in public accounting since 2006 and a member of the Marshall Jones team since 2010. She has a wide range of experience with individuals, partnerships, corporations, and non-profits in the areas of tax planning, tax strategy, tax return preparation, and IRS support. In her spare time, she enjoys spending time with her two children along with decorating her home and watching classic movies.
TIMOTHY MATTACKAL AUDIT SENIOR Timothy joined Marshall Jones in May of 2022 after moving to the Atlanta area from Ohio. He graduated in 2018 with a Bachelor of Arts in Accounting and Finance and subsequently worked for the Ohio Auditor of State for four years, including over a year as an Audit Manager. During this time, Timothy was able to build a wealth of experience performing and overseeing GAGAS audits for a wide variety of entities and conducting Federal single audits. In his spare time, Timothy enjoys spending time with his wife Alex and his two cats, Bagheera and Mowgli, reading books and watching soccer and baseball.
Tya Noringhang joined Marshall Jones in September 2022 after moving back to the US from Singapore. She graduated with her Bachelor's in Finance from the University of Maryland Global Campus while living abroad in Japan and Belgium as a military spouse. She brings 5 years of accounting experience through her work with a small business.
Outside of the office, she loves traveling, reading, and spending time with friends and family.