About Us
Our Story
Our journey started on a blind date and has included stopovers in Savannah; Furman University in Greenville SC; Georgia State & Oglethorpe University in Atlanta; Charlotte; Atlanta (again); Pooler & now Guyton. We have been blessed with three healthy boys - Jack, Sam & Lawton - each uniquely different and all a joy! We love living & working in Guyton as well as raising our boys to appreciate some of the truly important things that life has to offer.
We are thankful for our journey together and look forward to sharing part of it with you.
Our Team
T. Marshall Reiser, CPA, CFP®
T. Marshall Reiser, CPA, CFP®
T. Marshall Reiser, CPA, CFP®
Certified Public Accountant, since 1998
Certified Financial Planner, since 2001
BBA with concentration in Accounting –
Oglethorpe University 1995
Member American Institute of
Certified Public Accountants
Member Georgia Society of
Certified Public Accountants
Specializes in tax planning & preparation, financial planning,
Certified Public Accountant, since 1998
Certified Financial Planner, since 2001
BBA with concentration in Accounting –
Oglethorpe University 1995
Member American Institute of
Certified Public Accountants
Member Georgia Society of
Certified Public Accountants
Specializes in tax planning & preparation, financial planning, individual international tax & small business consulting
Birthplace – Savannah, Georgia
Jennifer G. Reiser, CPA
T. Marshall Reiser, CPA, CFP®
T. Marshall Reiser, CPA, CFP®
Certified Public Accountant, since 2000
BBA with concentration in accounting –
Georgia State University 1995
Attended Furman University
Member American Institute of
Certified Public Accountants
Member Georgia Society of
Certified Public Accountants
Specialties include tax planning & preparation and financial reporting
Birthplace – Savannah, Georgia
Lisa B. Saxon
T. Marshall Reiser, CPA, CFP®
Lori A. Velasquez
Technical Associate
BS Industrial Engineering –
Georgia Southern University 1988
Certified Lean Six Sigma Specialist
Specializes in Tax Preparation,
Bookkeeping and QuickBooks
Gulfstream Aerospace –
Twenty-Four Years – Retired 2015
Birthplace- Macon, Georgia
Lori A. Velasquez
Lori A. Velasquez
Lori A. Velasquez
Technical Associate
Attended Armstrong State College
Specializes in banking and bookkeeping
Birthplace – Savannah, Ga..
Morgan Collins
Lori A. Velasquez
Morgan Collins
Technical Associate
BS Sociology - Georgia Southern University 2012
Specializes in Bookkeeping and QuickBooks
Experienced in Financial Reporting,
budgeting and forecasting
Birthplace – Savannah, Ga.
Stacy Baumgras
Lori A. Velasquez
Morgan Collins
Client Services Associate
Attended Anderson College
16 Years administrative and
office management experience
Experienced in AR, collections, billing, client relations
Birthplace – Charleston, SC
Elizabeth Downs
Elizabeth Downs
Elizabeth Downs
Technical Associate
Attended Armstrong State University
Specializes in Tax Preparation, Bookkeeping, Accounts Receivable and audits.
Roger Wood Foods – 17 Years in Accounting
Raised in Savannah, GA