Whether saving for college or retirement, navigating a major life event or starting your own business, there are many different reasons to turn to a financial advisor. Fortunately, the Chattanooga area is home to a number of professionals who are using their knowledge and expertise to help their clients achieve their financial goals. Get to know them here.
Your Trusted Business Advisor
What sets your practice apart?
JHM’s care and involvement with our clients goes beyond helping them succeed in a changing financial world; we value contributing and giving back to those in our community who take the lead to make real change happen. Our “hearts that serve” is at the core of all we do both in and out of the office.
What is your mission statement?
To provide clients with the best possible service while giving back to the community.
What services do you offer?
Business advisory, wealth management, client accounting and advisory services, tax consulting, audit and assurance, and
peer reviews.
What is your best advice for someone looking for a financial advisor/CPA?
Look for a team that combines deep industry knowledge with forward-thinking strategies to help businesses not only comply
but thrive.
What values lead your practice?
We value transparency, relationships, and collaboration. We aim to give our clients the best possible service backed by a caring heart, making our clients a name before a number.
(Left to Right) Back: Libby Sparkman, CPA, Client Accounting Senior Manager; Julie Davis, CPA, Senior Audit Manager; Danielle Talley, CPA, MBA, Audit Partner; Front: Sarah Headrick, CPA, Senior Tax Manager; Diana Bolen, CPA, Senior Tax Manager
Certifications:
BBB Accredited Business
Recognitions:
2022 Torch Award for Ethics, BBB
2025 Top 500 Firm, Inside Public Accounting
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