Originally from Albany, Georgia, Burt has a BBA in finance from the University of Georgia and a MBA from The Citadel with Honors. He is licensed as a Certified Public Accountant (CPA) in Virginia and is a CERTIFIED FINANCIAL PLANNER™ professional (providing services through Accel Financial Advisors, LLC). He has over ten years of experience in the Charleston tax and financial services industry and has been a partner of Accel since 2004. Burt lives in Mt. Pleasant with his wife Jennie and sons Marshall and Henry.
Mark C. Neath
Mark obtained his B.A. from Oberlin College and J.D. from the University of Chicago Law School. After admission to the Ohio State Bar in 1996, he practiced tax law with an international law firm and managed the tax practice of a Cleveland CPA firm. He is a CERTIFIED FINANCIAL PLANNER™ professional (providing services through Accel Financial Advisors, LLC) and a Certified Business Appraiser (CBA). He lives in Charleston with his wife Kim and son Jasper.
Rae Phillips
Originally from Georgia, Rae obtained her BBA in Accounting and continued in the Masters program at the University of Georgia. She worked for five years in auditing, forensic accounting and advisory services at PricewaterhouseCoopers in both the San Francisco and Atlanta offices, and is licensed as a Certified Public Accountant (CPA) in California. In 2004, Rae moved to the Charleston area where she worked as the assistant controller for a national homebuilder for three years. She joined Accel in 2009.