Jennifer comes to Lael Tax after a career of 13 years in corporate accounting. A Certified Public Accountant licensed in the state of Tennessee in 2012, Jennifer is passionate about process improvement, process standardization, and balancing accuracy with efficiency, and is a particularly devoted fan of Excel. As Firm Manager, she serves as the Integrator to the firm’s Visionary, Christina.

Luke is an asset to the Lael Tax Team, bringing 15 years experience in business management, business development, and building systems and sequences that are proven to support growth. This ensures that each of our clients can rest assured they will get the attention and detail as if they are our only client. Luke also has extensive experience in internet marketing, lead generation, and building sales teams. 

Lee has more than 25 years of experience in finance and accounting in both the private and public sectors.  As a life-long fan of Excel and QuickBooks, she specializes in using these tools to streamline our clients’ accounting, year-end reconciliation, and tax processes.

Joe has over 25 years of experience in business planning/management and tax accounting, as well as teaching at the graduate level. He has a Masters in Taxation Degree from Boston University and also has taught taxation at the MBA level. His specialties include asset protection, estate planning, tax research, tax compliance, and planning for both domestic and foreign corporations, individuals, trusts, and estates. 

Gary is a Certified Public Accountant with the State of Wisconsin and has over 30 years of experience in both the private and public sectors. His specialties include business taxation, financial statements, cost accounting, compliance reporting, banking and insurance management, Excel and QuickBooks.

Charlie comes to us with over 5 years’ experience in administrative support for C-suite executives.  He excels at keeping the wheels moving behind the scenes and freeing other team members to focus on what they do best: serving our valued clients.

Amber acts as an administrative assistant providing support to the team through various organizational and communication tasks. She comes with an extensive background in a variety of office administrative duties. Amber is committed to assisting in daily office needs and keeping the day-to-day operations running smooth.

Melody comes from New York City with over five years of experience in merchandising management. Melody’s flair for creativity, commitment and charisma brings a seamless experience in our operations and client communications.

Jaydon is a highly skilled IT specialist who is committed to the continuing education required to remain always at the forefront of this fast-moving and ever-changing industry.  He brings extensive knowledge to overseeing our Information Technology and cybersecurity functions, making sure all our client interactions are safe, secure, and seamless.