M. Scott Byrom
Scott has delivered financial solutions to clients since the year 2000. He is very pleased to have developed his entire career locally in Tullahoma. He is committed to serving his clients through his knowledge of financial advising and financial management.
Outside of the office, you are likely to see Scott and 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 a graduate of Tennessee Technological University and have over 30 years of accounting experience. She is an excellent resource for questions related to corporate and partnership tax returns, payroll, and QuickBooks. In addition to her tax-related responsibilities, Stacey also performs monthly bookkeeping, which includes processing payrolls, reconciling bank statements, and preparing other business-related filings including sales tax returns, franchise and excise, and business licenses. When not at work, she loves to camp with family and friends. She also enjoys reading and is the proud owner of two Scottish Terriers.
David is a graduate of Freed Hardeman University with a degree in Accounting. He comes to us with 10 years of tax knowledge. He has prepared individual and corporate and partnership returns in multiple states. While he was in school and working, David was apart of the National Guard until he was honorably discharged in 2005 to continue his professional career as a Staff Accountant in Georgia. In his free time he enjoys spending time with his two children and wife. David is an Amateur Cyclist racking up a total of 20,000 miles last year.
Katherine is a graduate of Tennessee Technological University with a degree in Accounting. She performs the task of tax preparation along with reconciling bank statements and payroll. She is also assisting Scott with investments that we offer. Outside of the office, she enjoys spending time with her husband and their chocolate lab, Millie. She also enjoys working out, spending time with friends, and cooking.
Dana managed a tax preparation for several years before coming to us in the Spring of 2018. She brings several years of experience in individual tax return preparation. While she is outside of the office, she loves taking photos while she travels. She also enjoys spending time with her family and anything that involves the outdoors: kayaking, swimming, boating, fishing, hunting, etc. especially when she is with her husband of 25 years.
Megan is a graduate of Motlow State Community College with an associates in accounting. She decided to continue her education at Middle Tennessee State University to finish her degree in accounting. She works with Stacey to do monthly bookkeeping, reconciling bank statements, and payroll. When out of the office, she enjoys outdoor activities, hanging out with friends, and being with her three dogs: Bentley, Oakley, and Linny.
front desk receptionist
Kathy will likely be the first to greet as you call or enter the office, and Kathy’s dog KoKo will likely be the second. 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. Outside of the office, Kathy enjoys spending time with her three grandchildren and continues to enjoy decorating as a hobby.