Meet Your MSM Advisors Team
What makes MSM Advisors work so well is the industry-experienced team behind the business.
Michael Moffitt has over 40 years of experience in public accounting, licensed as a Certified Public Accountant in Georgia and Texas. His experience also includes positions in industry as controller of a 500 million savings and loan, Vice President – Finance of one of the largest parking management companies in the southeastern United States, and CFO and Principal of a wealth management company. Michael has spent considerable time working with small to medium-sized businesses in tax, strategic and structure planning including in the areas of succession, internal controls, and buy-sell arrangements. He has also worked with many not-for-profit entities in the areas of compliance, reporting, controls and compensation planning.
Michael earned the Certified Financial Planner designation in 1991. He also received the AICPA specialist designation as a Personal Financial Specialist. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is a graduate of Lamar University in Beaumont, Texas with a B.B.A. in Accounting. Michael’s other activities include: Chairman of Inquest Ministries, Inc., and acting as an advisory board member of Mike McCoy Ministries. He has conducted numerous presentations and training programs for not-for-profit boards and staff about current trends and requirements for compliance.
Beverlee Athens is a Certified Public Accountant licensed in Georgia and Oklahoma and has over 21 years of accounting experience. She currently serves as the Director of Operations for the firm. Upon obtaining her B.S. in Accounting from East Central University, she began her career as a staff accountant for a large automobile dealer group. She spent three years in the internal audit/tax department assisting with audits, S Corporation and individual tax returns, and dealership purchase and liquidations. The remainder of her automotive career was spent as a controller for both large and small dealerships and as corporate controller for a large multi-franchise group.
Beverlee’s experience includes all aspects of general ledger accounting, payroll and payroll tax reporting, sales tax, internal controls, employee benefits, human resources, cash flow management, contract negotiation, and personnel development. She is a member of the American Institute of Certified Public Accountants.
Angie joined MSM in August 2016. Angie serves as the head of bookkeeping for the firm and has 15 years of bookkeeping experience. She has owned and operated several successful small businesses. Angie is also a QuickBooks Pro-Advisor and holds a Xero certification. Outside of work, you can find her with her husband watching their two children watching softball or basketball.
Tracey L. McCaffree is a Certified Public Accountant licensed in the state of Texas and has 15 years of accounting experience. She obtained her Bachelor of Business Administration degree in accounting from Texas Wesleyan University while working for a private CPA firm where she assisted in the preparation of individual tax returns. After college she began working as lead accountant for a medical supplies start-up company before moving into corporate real estate. She has held various positions for two of the largest multi-family real estate developers in the nation including Vice President and Controller of Student Living. During her time in real estate, Tracey’s responsibilities included overseeing daily operations as well as participating in the annual audit process and preparation of tax returns for multiple entities including partnerships, S corps and REITs.
Tracey has served as a founding executive board member of her local National Charity League chapter and has also served as a member of the local school district bond election committee. In her free time, Tracey enjoys volunteering with various non-profit organizations, traveling and spending time with her family.
As a Consultant for MSM Advisors, Stan provides tax and consumer debt settlements as per www.debt-terminator.com
He provides financial and tax consulting services (including Acting CFO) for business and individuals. Clients include service and software companies, medical practices, public relation firms as well as construction and manufacturing operations.
Manage investment portfolios for his own account and others since 1989.
Manages all operations of a charitable foundation since 2001.