BYRT CPAS - Key Persons
Job Titles:
- Wealth Management Partner
Adam is a Managing Parter for BYRT CPAs, LLC, and he is a Registered Representative for BYRT Financial Advisors, LLC. He is a Certified Public Accountant and holds a bachelor's degree in Business Administration with a major in Accounting as well as a Masters of Accountancy from Valdosta State University.
Adam concentrates on individual & corporate taxation, financial accounting, and the resolution of client tax matters through correspondence with taxing agencies. Adam is from Homerville, GA, where he currently lives. He is an active member of the Clinch County Lions Club and his interests include hunting, fishing, sports, and literature.
Job Titles:
- Member of First United Methodist Church
Chip Beal is married to the former Sharon Whigam of Folkston, Georgia and they have two wonderful children and two even more wonderful grandchildren. He grew up in Alma and graduated from Bacon County High School but has lived in Waycross for many years.
He earned his BBA in Accountancy from the University of Georgia and and is a CERTIFIED FINANCIAL PLANNER TM Professional. Chip has been a partner in the firm since its inception and he helps clients develop a comprehensive strategy to reach short- and long-term financial goals. He feels as a CPA he adds value because tax strategies are incorporated into your plan. Clients include persons from retirees to people just starting out.
Chip is a member of First United Methodist Church and is active in the Waycross Community through service in civic organizations and non-profit boards.
Job Titles:
- Founding Partner With
- Wealth Management Partner
Debra Yonz has over 30 years of experience as a Certified Public Accountant. Debra is a founding partner with BYRT CPAs, LLC and she is a Registered Representative for BYRT Financial Advisors, LLC. Debra is a graduate of Valdosta State College where she received her Bachelor of Business Administration in Accounting. She is a member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Job Titles:
- CFP® Wealth Management Partner
Job Titles:
- CFP®, ChFC®, CLU® Wealth Management Partner
James is a founding member of BYRT Financial Advisors, LLC and partner of BYRT CPAs, LLC. He is a comprehensive financial planner providing advice in the areas of estate, retirement, income tax and investment planning as well as risk and cash flow management.
Job Titles:
- Member of the American Institute of Certified Public Accountants
- Wealth Management Partner
Larry has been a CPA for over 30 years. He has extensive experience in industry and heads up our business consulting business. Larry is a Managing Parter for BYRT CPAs, LLC, and he is a Registered Representative for BYRT Financial Advisors, LLC. He is a graduate of Georgia State University and lives in Alma, Georgia.
Larry is a member of the American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants. Larry is an active member of the Alma Lions Club and has served on the state level in the capacity of District Governor. He and his wife, Karen, attend Alma First Baptist Church. They have two wonderful adult children, one wonderful daughter in law, one wonderful son in law, and one wonderful grandson.
Job Titles:
- Wealth Management Assistant
Lorrie has been with BYRT Financial Advisors, LLC since October 2011. She is an administrative assistant and her duties include helping clients to receive the best professional services our firm has to offer. This generally includes answering phones, taking memos, and maintaining files. She sends and receives correspondence, as well as greets clients and customers. She enjoys assisting others with any tasks that can help them to focus on their responsibilities more efficiently. She accomplishes all this with a welcoming smile and feeling of southern warmth.
When not at work, Lorrie enjoys spending time with her family and her church family.
Job Titles:
- Wealth Management Partner, Managing Partner
Job Titles:
- Financial Services Representative, Atlanta Branch Manager