Partners

Amy Urquhart

Amy F. Urquhart, CPA, CFP®

Bobby Creech

Bobby R. Creech, Jr., CPA

Stephen Holladay

Stephen M. Holladay, CPA

Ellen Adkins

Ellen K. Adkins, CPA

Tom Fitzsimmons

Thomas E. Fitzsimmons, CPA

Greg Ackerman

Gregory Ackerman, CPA

Kirby Millwood

Kirby C. Millwood, CPA

LaVonne Rosenberg

LaVonne J. Rosenberg, CPA

Charles Talbert

Charles Talbert III, CPA

Robert Tilton

Robert M. Tilton, CPA

Tony Wrobel

Anthony C. Wrobel, CPA

Wesley Way

Wesley A. Way, CPA

Amy F. Urquhart, CPA, CFP®

Summary of Experience

Amy F. Urquhart, CPA, CFP® is President and Chief Executive Officer for WebsterRogers. She assumed this role in January of 2019 and is responsible for the day-to-day management and operations for the firm’s nine offices as well as the long-term strategic direction of the Firm. Amy is also the Managing Partner of the firm’s affiliate WebsterRogers Financial Advisors, LLC. Amy began her public accounting career in 2000 with PricewaterhouseCoopers, LLP in Charlotte, North Carolina. She joined WebsterRogers LLP in October 2004, where she specializes in individual tax, trusts & estates, and comprehensive financial planning.

Professional Affiliations

  • Licensed Certified Public Accountant in South Carolina and North Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of the Financial Planning Association

Community Involvement

  • Liberty Fellows Class of 2020
  • All Saint’s Episcopal Day School – Board Treasurer from 2014 to present
  • McLeod Health Board of Directors, March 2019
  • McLeod Foundation – Assistant Treasurer from 2012 to present, Board of Trustees from 2007 to present, and Finance &
  • Investment Committee from 2007 to present
  • McLeod GEMS – Founding Chairwoman from 2012 to 2013
  • McLeod Fellows – Class of 2009
  • Women in Philanthropy – Eastern Carolina Community Foundation Founding Member from 2009 to 2017
  • Florence Area Humane Society – Advisory Board from 2007 to 2009 and Bone-E-Fit Fundraising Committee from 2007 to 2012
  • Professional Advisors Council from 2006 to present
  • The School Foundation – Board Member from 2008 to 2012
  • Young Professionals of Florence – Founding Board Member from 2006 to 2008

Education

  • University of South Carolina – Bachelor of Science in Finance and Accounting, graduated Phi Beta Kappa
  • University of South Carolina – Master of Taxation, graduated Magna Cum Laude and Phi Beta Kappa

 

Bobby R. Creech, Jr., CPA

Summary of Experience

Mr. Creech has been a practicing CPA in the Charleston area since 1988. He currently serves as the Regional Managing Partner of the Lowcountry and the Partner-in-Charge of the firm’s Estate and Trust Group.

Mr. Creech’s professional experience includes income and estate taxation, compliance and planning, real estate development planning, historic rehabilitation projects, conservation easement planning and timberland services.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of SC Association of Certified Public Accountants (SCACPA)

Professional Service

  • National Association of State Board of Accountancy’s Ethics Committee
  • National Association of State Board of Accountancy’s Nominating Committee
  • Past Chairman South Carolina Board of Accountancy
  • Past President (2001) of SCACPA
  • Past President (1997) of Coastal Chapter of SCACPA
  • Past Chairman of Various SCACPA Committees

Community Involvement

  • Charleston Regional Development Alliance Board
  • College of Charleston Alumni Association Board
  • College of Charleston Dept. of Accounting & Legal Studies Advisory Board
  • College of Charleston Cougar Club
  • South Carolina Department of Natural Resources Migratory Waterfowl Committee
  • Edisto Island Open Land Trust

Education

  • College of Charleston – Bachelor of Science in Business Administration

Stephen M. Holladay, CPA

Practice Areas

Tax Compliance and Consulting

Professional Affiliations

  • Licensed Certified Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of South Carolina Association of Certified Public Accountants (SCACPA)

Professional Affiliations

  • President of the Pee Dee Chapter of SCACPA, 1999

Education

  • Francis Marion University – Bachelor of Business Administration in Accounting, graduated summa cum laude

Ellen K. Adkins, CPA

Summary of Experience

Ellen K. Adkins, CPA is a Partner in the Audit, Accounting and Review, and Attestation Services Group for the Firm. Ellen began practicing in 1981 and her experience has been diverse in industry and public accounting with emphasis in management consulting, information systems, write-up services, and auditing.

Ellen’s industry specialization includes governmental entities, not-for-profits, small to medium-size commercial entities including manufacturers, construction, retail and service enterprises.

Ellen also serves as the Quality Review Partner for the Firm and is responsible for the design and maintenance of all quality control policies and procedures to ensure compliance with applicable professional standards, regulatory requirements, and the Firm’s overall quality control standards.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of South Carolina Association of Certified Public Accountants (SC CPA)
  • Member of Coastal Chapter of SCACPA

Professional Service

  • AICPA Professional Ethics Committee – Technical Standards Subcommittee
  • SC State Board of Accountancy – Quality Control Reviewer for Positive Enforcement Program
  • SC Government Finance Officers Association – Special Review Committee
  • SCACPA – Technical Standards Committee (Past Chairperson)
  • SCACPA – Peer Review Committee
  • SCACPA – Behavioral Standards Committee
  • SCACPA – Editorial Board Task Force
  • SCACPA – Audit Committee

Community Involvement

  • Greater Summerville – Dorchester County Chamber of Commerce
  • Alumna of Leadership Dorchester
  • Volunteer, Reading Mentor, Dorchester County School Dist. #2
  • Past Secretary and Treasurer, SCPTA District 23
  • Past Board Member and Treasurer, various school PTAs

Education

  • Virginia Tech University – Bachelor of Science in Accounting and Finance
  • Virginia Commonwealth University – Master of Business Administration

Thomas E. Fitzsimmons, CPA

Summary of Experience

Thomas (Tom) E. Fitzsimmons, CPA, is one of three partners collectively forming the Office of Managing Partner. He assumed this role in January of 2018 and is responsible for the day-to-day management and operations for the firm’s nine offices as well as the long-term strategic direction of the Firm.

He also serves as a partner in the Firm’s Assurance Services Group. Fitzsimmons began his career in the audit department of Ernst & Young and was employed in the audit department of a regional accounting firm prior to joining WebsterRogers LLP in 1996.

Fitzsimmons has over twenty-five years of experience in planning, organizing and supervising audit engagements; reviewing and documenting clients’ systems of internal controls and accounting procedures; generating and presenting letters to management recommending improvements in internal controls and accounting procedures; and preparing and reviewing financial statements.

He also is experienced in providing financial budgeting and projection services to small and medium-sized companies in a variety of industries.

Fitzsimmons is a member of the Peer Review Committee for the South Carolina Association of Certified Public Accountants (SCACPA) and performs system and engagement reviews of other CPA practices.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of Pee Dee Chapter of SCACPA

Professional Service

  • Member of SCACPA Peer Review Committee
  • Former Member of SCACPA Technical Standards Committee – Chairman in 2004 & 2005

Community Involvement

  • Florence West Rotary Club

Education

  • Penn State University – Bachelor of Science in Accounting

Gregory Ackerman, CPA

Summary of Experience

Mr. Ackerman was appointed Partner in January 2020 and serves in the Assurance Services Group of WebsterRogers LLP. He has over 20 years of public accounting experience, primarily performing financial statement audits and reviews of governmental entities, non-profits, local companies and organizations.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Not-for-Profit Section of AICPA
  • Member of South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of Grand Stand Chapter of SCACPA

Community Involvement

  • Leadership Grand Strand Class XXIX Graduate
  • Myrtle Beach Sunrise Rotary Club Member
  • Board of Visitors of University College of Coastal Carolina University

Education

  • Coastal Carolina University, Bachelor of Science in Business Administration with concentration in Accounting – Cum Laude

Kirby C. Millwood, CPA

Summary of Experience

Mrs. Millwood was appointed Partner in January 2020. She began her public accounting career in 2006 in Columbia, SC. She joined WebsterRogers, LLP in 2008, where she specializes in tax planning, consulting and compliance for individuals, trusts and estates.

Mrs. Millwood is a member of the firm’s Estate and Trust Group. She serves a variety of individuals in consulting and compliance matters related to estate, trust and gift taxation, as well as estate administration.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of South Carolina Association of Certified Public Accountants (SCACPA)

Community Involvement

  • AMIKids Georgetown
  • Georgetown County Chamber of Commerce
  • Georgetown Lunch Rotary Club
  • Habitat for Humanity Georgetown County
  • Tidelands Community Hospice Foundation
  • Frances P. Bunnelle Foundation Grants Allocation Committee
  • Georgetown County Young Professionals

Education

  • University of South Carolina, Bachelor of Science in Accounting – Magna Cum Laude
  • University of South Carolina, Master of Accounting with concentration in Taxation

LaVonne J. Rosenberg, CPA

Summary of Experience

LaVonne Rosenberg is a partner in the firm’s Tax group and has over twelve years’ experience in partnering with clients to provide consulting and compliance services. Her areas of expertise include manufacturing and distribution and international tax.
LaVonne is a graduate of WebsterRogers LEAD Academy, the 18-month Leaders Edge for emerging partners, and the four-month US Breakthrough Leaders Institute course designed to develop future leaders.

PROFESSIONAL AFFILIATIONS

  • Licensed Certified Public Accountant in States of South Carolina and North Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)

COMMUNITY INVOLVEMENT

  • Charleston County Chamber of Commerce
  • Charleston Rotary Club
  • University of Wisconsin Alumni Association, Charleston Chapter – President

EDUCATION

  • University of Wisconsin-Madison, Dual Bachelors of Business Administration Degrees in Accounting &
  • Information Systems and Finance, Investment & Banking

Charles Talbert III, CPA

Summary of Experience

Charles (Chuck) Talbert III, CPA, is one of three partners collectively forming the Office of Managing Partner. He assumed this role in January of 2018 and is responsible for the day-to-day management and operations for the firm’s nine offices as well as the long-term strategic direction of the Firm. Chuck’s experience in the public accounting profession spans more than 30 years, including time with a then-Big 6 firm and being a shareholder in an upstate South Carolina firm prior to his arrival at WebsterRogers. His professional experience includes specialized industry knowledge and experience in manufacturing, distribution and utilities along with corporate governance consulting experience. Chuck also has extensive experience in the governmental and not-for -profit sectors providing audit and attest services.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of SC Association of Certified Public Accountants (SCACPA)

Professional Service

  • Past President SCACPA (1998)
  • SC Board of Accountancy (2000-2006)
  • SC Board of Accountancy Chairman (2004-2006)
  • SC Commission on Higher Education
  • National Association of State Boards of Accountancy Examination Review Board Chairman (2009-2010)
  • National Association of State Boards of Accountancy Examination Review Board (2007-2011)

Community Involvement

  • Spartanburg Hospital for Restorative Care – Board of Directors 2007-2011
  • Kanuga Episcopal Conferences – Board of Directors 2008-2010
  • Episcopal Church of the Advent – Past Treasurer
  • Wofford College Terrier Club – Past member of the Board of Directors
  • Leadership Spartanburg – Class of 1986

Education

  • Wofford College – Bachelor of Arts in Accounting, graduated summa cum laude and Phi Beta Kappa

 

Robert M. Tilton, CPA

Summary of Experience

Robert Tilton is a Partner in the Firm’s Assurance Services Group and serves as the Firm’s Regional Managing Partner of the Pee Dee Region. Robert has over thirteen years of public accounting experience with an emphasis in auditing.

Prior to joining WebsterRogers in 2004 he was a senior with a regional public accounting firm in Charlotte, North Carolina.

While in public accounting Robert has performed financial audits of large commercial entities in the manufacturing, distribution, and stevedoring industries as well as employee benefit plans.

He has been responsible for developing and documenting the Firm’s best practices for audits, reviews and compilation engagements. Robert is also responsible for coordinating annual accounting and auditing training for staff in the assurance services group.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of Pee Dee Chapter of SCACPA

Professional Service

  • Member of SCACPA Board of Directors
  • SCACPA Young CPA Leadership Cabinet (founding member)

Community Involvement

  • Rotary Club of Florence – Breakfast
  • Knights of Columbus Council 5194

Education

  • University of South Carolina – Bachelor of Science in Accounting, graduated cum laude

Anthony C. Wrobel, CPA

Summary of Experience

Anthony “Tony” C. Wrobel is a Partnerlocated in both the Firm’s Columbia and Sumter offices. He also serves as the lead for WebsterRogers’ Automobile Industry niche team and a member of the Firm’s manufacturing services team.

Tony joined the firm in 1993 after re-locating from Indiana where he was employed by an international public accounting firm for nine years.

Tony is involved in all aspects of federal and state taxation for individuals and corporations. He provides tax planning, consulting, and compliance services to clients involved in manufacturing, agriculture, wholesale & retail and those in the service industry.

He specializes in providing services to automobile dealerships and structuring tax-free exchanges. He also takes the lead on the Firm’s federal and state tax credits service team.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of SC Association of Certified Public Accountants (SCACPA)

Professional Service

  • SC CPA / SC Department of Revenue Ad Hock Committee
  • SC Chamber of Commerce Tax Committee

Community Involvement

  • Sumter Smarter Growth Initiative
  • Advancement Chairman for Boy’s Scout Troop 316 in Lugoff, SC

Education

  • Indiana University – Bachelor of Science in Accounting
  • Purdue University – Associates of Arts in Supervision

 

Wesley A. Way, CPA

Summary of Experience

Wesley Way is a partner in the Business Services Group for WebsterRogers LLP. Wesley joined the firm in 1986.

Wesley’s experience includes assisting individuals and small businesses in the areas of Income tax planning & projections, business entity selection, sales tax & payroll tax issues and financial statement preparation & analysis

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of Pee Dee Chapter of SCACPA

Professional Service

  • Past President of Pee Dee Chapter of SCACPA

Community Involvement

  • Member of McLeod Foundation Professional Advisory Council

Education

  • University of South Carolina – Bachelor of Science in Accounting

Directors

Melinda Bedenbaugh

Melinda Bedenbaugh, CPA

John Leahey

John Leahey, CPA, PFS

Jenny Secker

Jenny Secker, CPA

Steve Miller

Steven E. Miller, CPA

Jeff Miller

Jeff Miller, CFA

Jim Rozier

James E. Rozier, CPA

Brian McKervey

Brian McKervey

Bobby Benson

Bobby Benson, CPA

Charlotte Allen

Charlotte Allen, CPA, CFE

Tim Sinclair

Tim Sinclair

Nelda Fields

Nelda D. Fields, FACMPE, FHFMA

Wayne Musick

Wayne Musick, SPHR, SHRM-SCP

Kathleen Holston

Kathleen Holston, CPA, CMI

Buzz Rogers

Frank M. Rogers, CPA

Melinda Bedenbaugh, CPA

Summary of Experience

Melinda is a Director in the tax group. With WebsterRogers LLP since 2010, Melinda provides tax planning consulting and compliance service to corporations, partnerships, and individuals with an emphasis on state and local tax issues and federal and state tax incentives.

Melinda serves on the firm’s tax policies and procedures committee, helping to maintain professional standards and firm wide quality assurance. She also serves on the firm’s tax client service model committee; whose goal is to bring new and innovative tax planning ideas to firm clients and prospects.

Professional Affiliations

  • Licensed Certified Public Accountant in State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)

Education

  • University of South Carolina, Bachelor of Science in Accounting
  • University of South Carolina, Master of Taxation

John Leahey, CPA, PFS

Summary of Experience

John Leahey is a Director in the firm’s Healthcare Consulting Group. John has been associated with WebsterRogers since August of 1998.
Over the past 40 years, John has obtained extensive experience working with closely-held businesses, especially medical and dental practices, including practice management and compensation issues. In addition, he provides tax planning and preparation for corporations, partnerships and individuals.
John has extensive experience working with employee benefits, especially in the area of pension and profit-sharing plans, health insurance and H.S.A. programs. In addition, John provides comprehensive financial planning to clients.

Professional Affiliations

  • Licensed Certified Public Accountant in State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)

Community Involvement

  • American Heart Association Executive Leadership Team
  • House of Hope of the Pee Dee
  • Florence Chapter of Habitat for Humanity
  • Florence Area Humane Society

Education

  • St. Francis University, Pennsylvania, Bachelor of Arts in Mathematics with Concentration in Accounting

Jenny Secker, CPA

Summary of Experience

Jenny Secker is a Director in the Tax Services Group of the Firm. Jenny began her career with Deloitte & Touche LLP in January 1999 in Dallas, TX and worked at two local CPA firms in Dallas and Austin before moving to South Carolina and joining WebsterRogers, LLP in September 2011.
Jenny is involved with consulting and complex compliance projects and is responsible for analyzing issues, performing research, evaluating the results and writing technical memos. She also leads the tax management group which coordinates compliance firm-wide, manages staff, and reviews tax return projects. Jenny has extensive experience in the areas of partnership taxation, high net-worth individuals, and real estate.

Professional Affiliations

  • Licensed Certified Public Accountant in State of South Carolina
  • Licensed Certified Public Accountant in State of Texas
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public
  • Accountants (SCACPA)

Education

  • The University of Texas at Austin, Bachelor of Business Administration & Master of Professional Accounting

Steven E. Miller, CPA

Summary of Experience

Steve Miller is a Director in the Firm’s tax group. He has over thirty years of public accounting experience with an emphasis on taxation.
Prior to joining WebsterRogers in 2013, he was a partner with a regional public accounting firm in Hilton Head, South Carolina. Corporations, individuals, and not-for-profit organizations look to Steve to provide skilled tax planning and compliance services. Steve has extensive experience working with closely-held businesses and their owners, serving clients across a wide range of industries, including retail, professional services, manufacturing, distribution, real estate, construction, technology, health care and entertainment sectors. He also has experience working with high net worth individuals in the area of tax and estate planning.

Professional Affiliations

  • Licensed Certified Public Accountant in State of SC and NC
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina and Association of Certified Public Accountants (SCACPA)
  • Member of the Hilton Head Council of
  • Estate and Financial Advisor

Community Involvement

  • Rotary Club of Bluffton – President 2014-2015
  • Rotary Club of Crabtree, Raleigh, NC President 2003-2004
  • Memory Matters – Treasurer 2017 – 2018

Education

  • Appalachian State University, Bachelor of Science in Business
  • Administration with a Concentration in Accounting

Jeff Miller, CFA

James E. Rozier, CPA

Summary of Experience

Jim Rozier is a Partner at WebsterRogers and has worked in the firm’s Myrtle Beach office since 1990. He has 30 years of experience in public accounting.
Jim provides tax planning, consulting and preparation for corporations, partnerships, trusts, estates and individuals with an emphasis in closely-held and professional businesses. He is a member of the firm’s healthcare and manufacturing teams.

Professional Affiliations

  • Licensed Certified Public Accountant in State of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)
  • Member of the Grand Strand Chapter of SCACPA
  • Certified Management Accountant

Community Involvement

  • Grand Strand Chapter of SCACPA – Past President
  • Rotary Club of Myrtle Beach – Member and Past President
  • Coastal Carolina University Accounting Advisory Board – Incoming Chairman
  • Leadership Grand Strand Class XIX

Education

  • University of South Carolina, Bachelor of Science in Accounting
  • University of South Carolina, Master of Accounting

Brian McKervey

Bobby Benson, CPA

Summary of Experience

Bobby is a Director in the Firm’s Tax and Business Advisory Services groups.

Professional Affiliations

  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)

Education

  • Newberry College, Bachelor of Science in Business Administration

Charlotte Allen, CPA, CFE

Summary of Experience

Charlotte E. Allen has been licensed as a Certified Public Accountant since April of 1990.
A Certified Fraud Examiner, Charlotte has over 30 years of experience in auditing governmental entities and 10 in industry, where her emphasis was in accounting and accounting systems design and implementation for not-for-profit entities funded by various governmental agencies such as HHS, HUD and DSS. She is located in the Summerville office and joined the firm in 2008 through a firm acquisition.

Professional Affiliations

  • Licensed Certified Public Accountant in the State of South Carolina
  • Association of Certified Fraud Examiners (CFE)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)

Professional Service

  • State Board of Accountancy’s Positive Enforcement Program
  • Community Involvement
  • Greater Summerville – Dorchester County Chamber of Commerce
  • Treasurer, Int. African American Museum 2011-2014
  • Treasurer, Dorchester County SPCA 2004-2014

Education

  • Charleston Southern University, Bachelor of Arts in English and History – Cum Laude
  • Charleston Southern University, Accounting

Tim Sinclair

Summary of Experience

Tim Sinclair is the Consulting Line Leader and also leads business development and marketing for WebsterRogers. Tim joined WR in 2015 as the Industry Consulting Director for our Manufacturing Services Group. Tim has been in consulting and business development for over 20 years; primarily focused on helping manufacturers improve and become more successful. His projects range from operational improvements using Lean Manufacturing and Constraint Management, to organizational development through Strategic Planning and Leadership Development, to top-line growth through Strategic Marketing Planning and Business Development initiatives. He has worked with more than 400 companies across the United States in a variety of industries including Automotive, Aerospace, Metalworking, Textiles, Electronic Assembly, Chemical, Plastics, Stone Fabrication, Custom Woodworking, Telecommunications, Heavy Equipment and Medical Equipment.

Prior to joining WebsterRogers, Tim was a Regional Vice President for the South Carolina Manufacturing Extension Partnership, focused on helping small and medium sized manufacturers in South Carolina grow.

Professional Affiliations

  • Certified Economic Development Finance Professional through National Development Council
  • Accredited by Institute of Business Appraisers in Business Valuation and Appraisal
  • Certified 360vu© Professional Business Advisor
  • Certified Eureka! Winning Ways Growth Coach

Community Involvement

  • Myrtle Beach Regional Economic Development Corporation, Marketing and Membership Committee, 2022- present
  • Industrial Network Group- Charleston Chapter Coordinator 2019- present
  • South Carolina Economic Developers Alliance
  • SouthernCarolina Alliance
  • Myrtle Beach Chamber of Commerce
  • Charleston Metro Chamber of Commerce
  • Charleston Southern University College of Adult and Professional Studies, Advisory Board, 2013-2015
  • Midlands International Trade Association (MITA), Executive Board of Directors, 2007-2012
  • SC Shingo Prize Board of Governors, 2008-2010
  • SC Lean Alliances, Steering Committee, 2006-2015
  • Member of Committee of 100, 2006-2012
  • Silver Crescent Awards, Judge, 2008
  • Society of Manufacturing Engineers
  • Charleston Regional Business Journal; Forty Under 40 Honoree

Education

  • University of South Carolina, Bachelor of Science in Marketing and Finance – Magna Cum Laude

Nelda D. Fields, FACMPE, FHFMA

Summary of Experience

Nelda D. Fields, MBA, FACMPE, FHFMA, is a director in the firm’s Healthcare Services Group. She applies her healthcare financial management and accounting knowledge to assist a wide range of healthcare entities in their daily operations.
The Healthcare Services Group, which Nelda directs, specializes in providing accounting, tax, payroll & employee benefits, practice management, consulting, compliance and other services to physicians, clinics, hospitals and healthcare systems, ambulatory surgery centers, and other healthcare providers.
Nelda prepares, analyzes, and reports on financial and operational functions for healthcare entities, and performs practice management services for healthcare clients. She conducts process system reviews and recommends change to enhance the healthcare entities’ overall performance. She is experienced with physician compensation models, resource based relative value systems, EHR and PM computerized systems, and compliance programs.
Nelda received her BS degree in business administration, cum laude, from Francis Marion College in Florence, S.C., and her MBA degree from Charleston Southern University in Charleston, S.C. She is a fellow in the Healthcare Financial Management Association (FHFMA), with specialty in the area of patient financial services and physicians’ practice management. Nelda is a fellow in the American College of Medical Practice Executives (ACMPE). She presents regularly on healthcare topics.

Professional Affiliations

  • Health Financial Management Association (HFMA) Fellow – Specialties in area of patient financial services and
  • physicians’ practice management
  • American College of Medical Practice Executives (ACMPE), Fellow
  • Medical Group Management Association (MGMA)

Professional Service

  • Speaker for HFMA and MGMA on state, regional, and national level
  • Fellow in the Healthcare Financial Management Association (FHFMA)
  • Fellow in the American College of Medical Practice Executives (FACMPE): Certified Medical Practice Executive
  • Recipient of the 2003 Richard L. Davis, FACMPE – Barbara B. Watson, FACMPE National Scholarship, American
  • College of Medical Practice Executives
  • Member Sigma Beta Delta International Honor Society – CSU Chapter
  • Certified Continuous Quality Improvement Instructor
  • Frontline Leadership Training System- Zenger Miller Course
  • Published Fellow paper with the American College of Medical Executives
  • Speaker – National HFMA Annual Conference, San Diego, California – Reengineering the Patient Revenue Cycle
  • Speaker- National NAHAM Conference, Seattle, Washington – Disaster Panel Discussion; Card Based Technology
  • Faculty with Lorman Education Services

Community Involvement

  • Recipient of National Scholarship from American College of Medical Practice Executives
  • Recipient of William G. Follmer Bronze Award from Healthcare Financial Management Association
  • The Ponds Conservancy
  • Summerville YMCA Support

Education

  • Francis Marion University, Bachelor of Science in Business Administration – Cum Laude
  • Charleston Southern University, Master of Business Administration

Wayne Musick, SPHR, SHRM-SCP

Summary of Experience

Wayne Musick, MS, MA, SPHR, SHRM-SCP is the Human Resources (HR) Director at WebsterRogers, one of the largest regional accounting and consulting firms in South Carolina. He combines years of experience and human resource knowledge to assist the firm in achieving its strategic objectives.
Wayne is responsible for managing all aspects of the Human Resources function for the Firm’s nine offices, including recruiting, retention, record keeping, benefits development and implementation, policies and procedures, compensation development, performance management, strategic planning development and succession planning.

Professional Affiliations

  • Society of Human Resource Management (SHRM)
  • International Federation of Employee Benefit Plans
     World at Work

Professional Service

  • SHRM: Pee Dee Chapter (2004 – present)
  • President (2014 – 2015)

Community Involvement

  • Georgia Southern Accounting Advisory Board (2015 – present)
  • Coastal Carolina Accounting Advisory Board (2010 – 2018)
    2013-2015: Chairman
  • Florence YMCA, Former Board Member
  • Florence United Way, Former Board Member
  • GE Elfun Palmetto Chapter, Chairman

Education

  •  Illinois State University, Bachelor of Science in Occupational Safety
  •  Illinois State University, Master of Science in Industrial Technology
  • University of Phoenix, Master of Arts in Organizational Management

Kathleen Holston, CPA, CMI

Summary of Experience

Kathleen Holston is a Director located in the Myrtle Beach office of WebsterRogers and the firm-wide State & Local Tax (“SALT”) leader. Kathleen has over 30 years of experience in State & Local Taxation.
Prior to joining WebsterRogers, Kathleen spent 9 years with a Big 4 firm, as well as a mix of regional public accounting firms and Fortune 500 companies.
In Kathleen’s role as SALT Leader for the Firm, she is responsible for all aspects of state and local taxation, as well as practice development and quality assurance in the SALT area.
Kathleen has extensive experience in SALT consulting and compliance for all types of businesses in a wide range of industries. Through her extensive tax research and planning expertise, she has been able to identify significant tax savings opportunities and mitigate risks for clients of all types.

Kathleen is committed to tax education, serving as the chair of IPT’s Advanced Sales Tax School and a member of the NCACPA’s Tax Education Subcommittee. She also has been a speaker at various local and national tax seminars and webinars focusing on multiple areas of state and local taxation, including the impact of the recent Wayfair US Supreme Court decision.

Professional Affiliations

  • Licensed Certified Public Accountant in the states of North Carolina and Pennsylvania
  • CMI professional designations in state income tax and sales/use tax
  • Member of the Institute for Professionals in Taxation (“IPT”)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the North Carolina Association of Certified Public Accountants (NCACPA)
  • Member of the South Carolina Association of Certified Public Accountants (SCACPA)

Professional Service

  • Institute for Professionals in Taxation (“IPT”)
  • Former Board member
  • Chair of the Advanced Sales Tax School
    NCACPA
  • Taxation Committee member
  • Tax Education Subcommittee Chair

Education

  • Rutgers University
  • Bachelor of Science in Accounting
  • Bachelor of Science in Management

Frank M. Rogers, CPA

Summary of Experience

Frank M. (Buzz) Rogers, IV is a founding partner of WebsterRogers LLP which was formed in 1984 in Florence, SC.

Buzz specializes in the areas of tax planning & compliance, consulting and succession planning for family owned businesses and individuals.

Buzz has served as the Managing Member of the firm’s affiliate WebsterRogers Financial Advisors, LLC from its inception in 1999 through 2014. Buzz previously served as the Director of WebsterRogers’ Wealth Management Group, Business Advisory Services Group and Tax Group. He served as a member of the firm’s Executive Committee from 1984 until 2001.

Professional Affiliations

  • Licensed certified public accountant in the state of South Carolina
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of SC Association of Certified Public Accountants (SCACPA)
  • Legislative Liaison for SC Association of Certified Public Accountants

Community Involvement

  • All Saints Day School Board – Treasurer from July 1992 to June 1995
  • Founding Board Member of Trinity Collegiate School 1995; as well as various other board terms
  • Treasurer of Trinity Collegiate School from inception to June 30, 2001
  • St. Johns Episcopal Church Senior Warden from 1990 to 1991
  • St. Johns Episcopal Church Junior Warden from 1989 to 1990
  • Board Member of Pee Dee Regional Airport Authority (current)
  • Board Member of Florence County Progress, Inc. (current)
  • Member of Kiwanis Club of Florence

Education

  • University of South Carolina – Bachelor of Science in Accounting