Owner/head tax professional
M. Scott Byrom
Scott has delivered financial solutions to clients since the year 2000. He is a devoted family man who greatly enjoys his wife & three children. He is very pleased to have developed his entire career locally in Tullahoma. Some of the characteristics and experiences that make him unique as a financial advisor are that in addition to his financial practice, Scott has been involved in the ownership and operation of varied other businesses. These experiences have given him an extensive amount of insight to the everyday challenges of running a business, but have been especially useful in honing his financial management skills. The most notable of these businesses was a Medical Transportation company. When he took over as president in 2005 the company had 7 employees and gross income of less than 200k. When they sold the business in 2008 it had grown to more than 45 employees with a gross income of approximately 1mm. Other activities include a number of partnerships and continued investments in real estate.
Outside of the office, you are likely to see Scott or his family at any of the local ball games, recitals, or serving with his church. You are invited to connect to more information on his Facebook or Linkedin pages.
Credentials and Professional Certificates
- Certified Financial Planner (CFP ® ) professional
- Chartered Retirement Plans Specialist (CRPS)
- Enrolled Agent (EA)
- FINRA Series 7 & 24 registrations
- Life, Health, and Variable Insurance licenses
- Quickbooks ProAdvisor® Program Member
Senior tax professional
Stacey L. Duckworth
Stacey is an extremely capable accountant with over 25 years of tax preparation experience. She is involved in all aspects of tax preparation here, but often works in small business payroll, bookkeeping and tax return preparation.
FRANKLIN COUNTY HIGH SCHOOL
Class of 1985
TENNESSEE TECHNOLOGICAL UNIVERSITY
BSBA, Management, 1989
Megan has been a team member since March 2017.
In addition to her primary responsibilities of tax return preparation, bookkeeping, and payroll services she is a student of accounting at MTSU.
Megan is a huge asset already. We are excited to see her career rise.
Shelbyville High School
Class of 2016
Motlow State Comm. College
ABA, Accounting, 2018
Dana is the newest to join our team. She brings several years of experience in individual tax return preparation. We are blessed to have her hard working and fun personality as a part of the staff.
Outside of the office Dana enjoys anything outdoors: kayaking, swimming, boating, fishing, hunting, etc. especially when enjoyed with her husband of 25 years.
Kathy will likely be the first to greet as you call or enter the office. She has worked with Scott, her son, since 2008 when she transitioned from her career business as ‘The Paperdoll’ where she had served the Tullahoma community for approximately 30 years. She plays a vital role in ensuring the office runs smoothly and is responsible for a variety administrative tasks including answering phones, document management and other points of client service.
Kathy and Scott enjoy an obvious pleasure in working together on a daily basis. We like having her here to keep him straight. Outside of the office, Kathy enjoys spending time with her three grandchildren and continues to enjoy decorating as a hobby.