Meet The Team
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Brad is a licensed Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, he is a retired Partner of Brown Edwards. He has 35 years of experience in tax consulting, tax planning, and management advisory services for closely-held businesses and corporate executives. In addition to his extensive tax work, he performs business valuations for estate and gift tax returns, buy-sell agreements, transaction assistance and divorce settlements. He has served as an expert witness in trials on valuation and tax matters. His experiences in dealing with the IRS help him generate positive results for his clients in audit disputes.
Brad holds a Bachelor of Science in Accounting from Virginia Tech and a Masters of Taxation from Virginia Commonwealth University. He is also accredited in Business valuations by the AICPA.
He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, and has been recognized by Virginia Business magazine as a “Virginia Super CPA” in the area of individual taxation. He is on the board of directors for TowneBank and CA Human Services. He serves the community through his involvement with the Midlothian Rotary Club and Midlothian Rotary Foundation, and volunteers his time with local charities.
Ryan is licensed Investment Advisor Representative and a Certified Public Accountant. He is a Director and the Chief Compliance Officer of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. He is also a partner and the coordinator of tax services for Brown Edwards. Ryan has over 22 years of public accounting experience in tax, financial planning and succession planning as well as 3 years in private industry.
Ryan’s experience includes a wide variety of tax services and consulting, including corporate, partnership, and individual taxation; retirement and spend-down planning; planning through successions, mergers and acquisitions; and personal financial planning and wealth management.
Ryan graduated with Honors from the University of Redlands with a Bachelor of Science in Accounting. Ryan also has a double minor in Mathematics and Economics. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, carries a Series 65 investment license and has been recognized by Virginia Business magazine as a “Virginia Super CPA” in the area of corporate taxation.
He is a graduate of the 32nd class of the Leadership Lynchburg program, serves as the vice-chair for the Lynchburg Regional Business Alliance. Ryan is the treasurer for the Lynchburg Estate Planning Council and the incoming secretary for the Endstation Theatre Company. Ryan also teaches the accounting and finance section for the City of Lynchburg’s Co-Starter Entrepreneur program and the Business for Artists program with Riverview’s Art Space.
Harry is a licensed Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. Prior to joining AWS, he was an investment advisor for a large wealth advisory firm. He has assisted clients with their personal finances and also businesses and individuals with their retirement accounts/plans. In addition, Harry is a Certified Public Accountant and serves as a Principal of Brown Edwards.
Harry has a Bachelor and Master degrees in Accountancy from Virginia Tech. He is a member of the American Institute of Certified Public Accountants where he received the designation of Accreditation in Business Valuation and Certified in Financial Forensics. He has taught accounting at VA Tech as well as for the AICPA in business valuation and litigation and areas of taxation. He is also a member of the Virginia Society of Certified Public Accountants and carries a Series 65 investment license. He is involved in various civic organizations and is a former officiate for NCCA Basketball.
Tony is a licensed Investment Advisor Representative and serves as a Director of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firmed owned by Brown Edwards. In addition, he is a Tax Partner of Brown Edwards and has over 20 years of experience in tax, financial and retirement planning. Tony holds the credentials of Certified Public Accountant and a Chartered Global Management Accountant.
Tony’s areas of expertise includes business succession and structure planning; business entity retirement plans; wealth management, wealth transfer planning, and multigenerational wealth strategies.
Tony is a graduate of Virginia Tech with a Master of Accountancy degree, including a concentration in taxation. He is also a graduate of The University of Virginia’s College at Wise with a Bachelor of Science in Accounting and a business administration minor. Tony is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and carries a Series 65 investment license. He is also a member of the Tax and Personal Financial Planning sections of the American Institute of Certified Public Accountants.
Tony currently serves on the board of Carillion Tazewell Community Hospital and Cornerstone Christian Academy in Abingdon, Virginia. He has served in various local economic development initiatives. Tony, his wife Amy, along with their children Raegan, Drew and Callie, attend Covenant Presbyterian Church in Cedar Bluff, Virginia. He is also active in local youth sports with his three children.
Betty is an Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. Betty brings years of experience in taxation and planning for estates, trusts and high-wealth individuals. In addition, she is a Partner of tax services in the Bristol office of Brown Edwards. She has over twenty years of experience in public accounting, focusing on tax and consulting for business entities.
Betty is a 1996 graduate of Emory & Henry College. She holds a Bachelor of Science degree in Business Management with a concentration in Accounting. She is a member of the Virginia Society of Certified Public Accountants and the American Institute of Certified Public Accountants Tax and Personal Financial Planning sections. Her professional designations include Certified Public Accountant, Certified Specialist in Estate Planning and Personal Financial Specialist.
She is active in community activities which include sitting on the board of directors and serving as treasurer for the Auxiliary to Johnston Memorial Hospital. She is actively involved in the Alumni Association of Emory & Henry College. Her interests include: classic cars, crafting and traveling.
Mark is a licensed Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, he is a Partner of Brown Edwards and has experience in virtually all service areas including audit, tax, consulting, and financial reporting and has over 25 years of experience in the audit and tax areas of employee benefit plans.
Mark’s areas of expertise include audits of defined contribution, defined benefit, employee stock ownership, and welfare benefit plans, including 403(b) plans; and audits subject to PCAOB standards.
Mark is a Certified Public Accountant and has 30 years of public accounting experience in a wide range of industry niches including employee benefit plans, manufacturing, non-profit organizations, healthcare providers, retailers, and various personal service related organizations. He is the Coordinator of Employee Benefit Plan Audit Services, Peer Review Services, and serves as the Leader of Brown Edwards’ Accounting and Auditing Practice, responsible for all aspects of quality control of this practice area. In addition, he serves as peer review Team Captain and member for several Top 100 public accounting firms in the country, including two in the Top 20.
Mark graduated in 1986 from Florida State University with a Bachelor of Science in Accounting. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants the Institute of Management Accountants and carries a Series 65 investment license.
Kelli is an Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, she is a Partner of tax services in the Charleston office of Brown Edwards. Kelli has over 20 years of experience providing accounting, tax, and consulting services to individuals and privately-owned businesses.
Kelli also holds the Personal Financial Specialist (PFS) credential through the American Institute of Certified Public Accountants (AICPA). This credential reflects expertise in all areas of the planning process, professional responsibilities and disciplines that make up personal financial planning, including tax, estate, retirement, investments, and insurance planning as well as a few niche areas like employee benefits, education, and elder planning.
Kelli graduated from Marshall University with a Bachelor of Science degree in business administration with a concentration in accounting. She is a member of the AICPA, the West Virginia Society of CPAs, the Charleston Estate Planning Council, and the Charleston Chapter of the West Virginia Society of CPAs.