Staff

Lonas D. Overholt CPA, Managing Partner

Lonas D. Overholt is the managing partner of the firm. Lonas was one of the founding shareholders who started the firm in 1996 as the successor firm to Gillespie & Sherrod, PC.

Expertise

• Tax compliance and consulting for individuals and privately owned companies.
• Corporation and partnership taxation
• Trusts and estate
• General business consulting

Education

• Bachelor of Science in Accountancy, University of Tennessee, 1970

Certifications

• CPA - Certified Public Accountant

Professional Memberships

• AICPA - American Institute of Certified Public Accountants (member of Tax Practice Division)
• TSCPA - Tennessee Society of Certified Public Accountants

Community Involvement

• Kiwanis Club of Maryville - member of Kiwanis Club and past President
• Maryville Kiwanis Foundation - former board member and President
• Maryville City Schools Foundation - former board member and Treasurer
• Alcoa First Baptist Church - member and past personnel and finance director
• Chamber of Commerce - member
• Leadership Blount County - class of 1997
• Community Food Connection - volunteer
• U.S. Army Veteran

Hobbies and Personal Interests

• Photography (Lonas took the pictures appearing within our website)
• Woodworking
• Motorcycle touring
• Traveling, hiking and reading
• Spoiling his grandkids

Robert L. (Bob) Bean CPA, Partner

Bob was one of the founding shareholders who started the firm in 1996 as the successor firm to Gillespie & Sherrod, PC.

Expertise

• Tax compliance and consulting for individuals and privately-owned companies
• Corporation and partnership taxation
• Trusts and estates
• General business consulting
• Governmental auditing

Education

• Bachelor of Science in Accountancy, University of Tennessee, 1973

Certifications

• CPA - Certified Public Accountant

Professional Memberships

• AICPA - American Institute of Certified Public Accountants
• TSCPA - Tennessee Society of Certified Public Accountants

Community Involvement

• Chamber of Commerce – member
• Broadway Baptist Church – active member and current treasurer

Hobbies and Personal Interests

• Playing piano and keyboard
• Roller-coastering nationwide
• Traveling with grandchildren
• Reading

Karen E. Edwards CPA, Partner

Karen E. Edwards is in charge of all audit and assurance services for our firm as well as all quality control aspects of our firm. Karen was one of the founding shareholders who started the firm in 1996 as the successor firm to Gillespie & Sherrod, PC.

Expertise

• Accounting, audit and assurance services for small to medium sized businesses and not-for-profit organizations
• Business and non-profit tax preparation
• Peer Review services
• General consulting

Education

• Bachelor of Science in Accountancy, University of Tennessee, 1970

Certifications

• CPA - Certified Public Accountant
• Qualified Peer Reviewer

Professional Memberships

• AICPA - American Institute of Certified Pubic Accountants
• AICPA – Government Audit Quality Center
• TSCPA - Tennessee Society of Certified Public Accountants

Community Involvement

• Chamber of Commerce
• University of Tennessee Alumni Band
• Tennessee Society of CPA’s Peer Review Board

Hobbies and Personal Interests

• Reading
• Gardening
• Travel
• Boating
• Oil Painting
• Grandchildren

Kimberly A. McCall CPA, Partner

Kimberly A McCall is a tax manager with the firm. Kim was one of the founding shareholders who started the firm in 1996 as the successor firm to Gillespie & Sherrod, PC.

Expertise

• Tax compliance and consulting for individuals and privately owned companies
• Corporation and partnership taxation
• Trusts and estates
• General business consulting
• Payroll compliance

Education

• Bachelor of Science in Business Administration in accounting, University of Tennessee, 1988
• Master of Accountancy with a concentration in taxation, University of Tennessee, 1989

Certifications

• CPA - Certified Public Accountant

Professional Memberships

• AICPA - American Institute of Certified Pubic Accountants
• TSCPA - Tennessee Society of Certified Public Accountants

Community Involvement

• First Baptist Church of Maryville - member
• Chamber of Commerce - member
• Leadership Blount County - class of 2000
• Maryville City Schools Foundation - former board member and Treasurer
• Secret Safe Place of Tennessee – former board member and Treasurer
• Keep Blount Beautiful – former board member and Treasurer

Hobbies and Personal Interests

• Spending time with family and friends
• Reading

Denise S. Davis CPA

Denise S. Davis is an Audit Manager for the firm. She primarily focuses on providing auditing and accounting services to the Firm’s clients. Denise joined IOB in 2008.

Expertise

• Accounting, audit and assurance services for small to medium sized businesses, not-for-profit organizations, and government entities
• Tax planning and compliance for not-for-profit organizations

Education

• Bachelor of Science, Tennessee Wesleyan College, 1986
• Master of Business Administration, Tennessee Wesleyan College, 2016

Certifications

• CPA - Certified Public Accountant

Professional Memberships

• AICPA - American Institute of Certified Public Accountants
• TSCPA - Tennessee Society of Certified Public Accountants

Hobbies and Personal Interests

• Reading
• Hiking
• Hanging out with my kids

Nicolus Meals, CPA, CVA

Nick Meals is a Tax Associate with the firm with a strong background in public accounting and healthcare consulting. He joined IOB in 2017

Expertise

• Tax compliance and consulting for individuals and privately owned companies
• Corporate and partnership taxation
• Trusts and estates
• Business valuations
• General business consulting
• Healthcare consulting

Education

• Bachelor of Science in Business Administration in Accounting, University of Tennessee, 2002
• Master of Accountancy with concentration in taxation, University of Tennessee, 2004

Certifications

• CPA – Certified Public Accountant
• CVA – Certified Valuation Analyst

Professional Memberships

• AICPA – American Institute of Certified Public Accountants
• TSCPA – Tennessee Society of Certified Public Accountants

Community Involvement

• River Oaks Community Church – Member, Church Treasurer, Sunday School Teacher
• Maryville Little League – Board of Directors and Coach
• Leadership Blount – Class of 2014
• Fellowship of Christian Athletes, member

Hobbies and Personal Interests

• Family
• Coaching youth sports
• Going to the mountains
• Die-hard fan of UT, the St. Louis Cardinals, and Green Bay Packers
• Reading

Teresa J. Brinson

Teresa J. Brinson is a senior staff accountant at IOB. She focuses on providing accounting and tax services as well as tax compliance services to the Firm’s clients. Teresa joined IOB in September 2007 upon relocation from Florida.

Expertise

• Tax compliance and consulting for individuals and privately owned companies.
• Payroll and write-up services for businesses.
• QuickBooks TM consulting for clients.
• Corporation and partnership taxation
• General business consulting

Education

• Bachelor of Science in Accountancy, International College of Florida, 1988

Professional Memberships

• AICPA - American Institute of Certified Pubic Accountants
• TSCPA - Tennessee Society of Certified Public Accountants

Community Involvement

• Experience Your Smokies Tennessee, Inc. – Board Member – Treasurer
• Little River Watershed Association, Inc. – Board Member – Former board member and treasurer
• Appalachian Bear Rescue Board Member and Treasurer
• Blount County Sheriff’s Citizens Academy Alumni Association Board Member and Treasurer

Hobbies and Personal Interests

• Spending time in the Smoky Mountains
• Spending time with family & friends

Pamela G. Brown

Pamela G. Brown is a staff accountant at IOB having joined us in June 2001. Pam has 30 years of experience with small business accounting services.

Expertise

• Accounting services for small, medium and large business
• Client monthly write-up and financial statement services
• Processes client payroll and all related compliance requirements (quarterly reports, W-2’s)
• Business and Sales Tax compliance and preparation
• Processes client accounts payable and related forms 1099 compliance

Community Involvement

• Member of Sevier Heights Baptist Church

Hobbies and Personal Interests

• Boating
• Hiking
• Sports

Mary E. Loveday

Mary E. Loveday is a staff accountant at IOB having joined us in 2007. Mary has 30 years of experience with small business accounting including many years with our predecessor firm Gillespie & Sherrod, PC.

Expertise

• Accounting services for small to medium sized businesses
• Client monthly write-up and financial statement services
• Processes client payroll and all related compliance requirements
• Business Tax compliance and preparation
• Processes client accounts payable and related Forms 1099 compliance

Community Involvement

• Valley Grove Baptist Church – member
• Chilhowee O.E.S. – Past Worthy Matron

Hobbies and Personal Interests

• Spending time with family
• Boating
• University of Tennessee Sports
• Reading

Martha Pelfrey

Martha Pelfrey is a staff accountant at IOB having joined us in 2013. She has extensive experience with small business accounting services.

Expertise

• Accounting services for small to medium sized businesses
• Client monthly write-up and financial statement services
• Processes client payroll and all related compliance requirements
• Business Tax compliance and preparation
• Processes client accounts payable and related Forms 1099 compliance

Education

• Associate Degree of Applied Science, Pellissippi State, 2004

Community Involvement

• Maryville First Baptist Church - member and sunday school teacher

Hobbies and Personal Interests

• Reading
• Bowling
• Going to the mountains

Laura Seery

Laura Seery is a staff accountant at IOB having rejoined the Firm in September 2015. Laura focuses on providing accounting and payroll services to the Firm’s clients.

Expertise

• Accounting services for small to medium sized businesses
• Client monthly write-up and financial statement services
• Processes client payroll and all related compliance requirements
• Business Tax compliance and preparation
• Processes client accounts payable and related Forms 1099 compliance

Education

• Bachelor of Science in Accounting, Florida Atlantic University

Certifications

• CPA – Certified Public Accountant

Hobbies and Personal Interests

• Spending time with family and friends
• Traveling
• Reading

Ginger A. Blackwood

Ginger joined the firm in February of 2009. She also worked at IOB from 1998 to 2002 before leaving to spend more time with her two children. Ginger is in charge of our front desk. Once you experience her exemplary eagerness to take care of client needs, you’ll understand why.

Education

• Bachelor of Arts in Political Science, Maryville College in 1997

Community Involvement

• Community Food Connection – volunteer
• Maryville College Alumni Board - former board member

Hobbies and Personal Interests

• Traveling
• Spending time with her daughters
• The Arts – theatre, ballet, concerts
• Watching old movies

Patricia S. Baker

Patricia Baker is one of the team of professional administrative assistants employed by IOB since 1992 in support of our accounting and paraprofessional teams. Patricia is one of the original team members for the founding shareholders who started this firm in 1996 and was a part of the successor firm Gillespie & Sherrod, PC. Patricia is in charge of coordinating and implementing the many technologies utilized at our firm.

Education

• Business and Health Related Secretarial Certificate Sciences, Pensacola Junior College

Certifications

• National Association of Health Unit Clerk Coordinators

Professional Memberships

• National Unit Clerk Coordinators, member at large
• American Business Women’s Association

Community Involvement

• Broadway Baptist Church – Teacher and Committee Member and Chairman as accepted and assigned
• Chilhowee Baptist Center – Volunteer
• CHARM, Chilhowee Area Ministries for the Smoky Mountains of Blount County volunteer
• Volunteer for Charitable Agencies of Blount County
• Adult Basic Education – Former Tutor and Current Supporter

Hobbies and Personal Interests

• Broadway Baptist Church Adult Choir, Choral Groups and Hand Bell Choir.
• Quilting, piecing and sewing with hand work designs
• Reading
• Traveling – local and national trips
• Being the best “Aunt” she can be to the children of her heart

Amber Ross

Amber is new this fall to IOB. She is an Auditor and will be primarily focusing on providing auditing and assurance services to the Firm's clients. Prior to joining IOB, Amber was an auditor with Arkansas Legislative Audit.  

Expertise

• Accounting, audit and assurance services for small to medium sized businesses, not-for-profit organizations, and government assisted entities. 
• Tax compliance for not-for-profit organizations. 

Education

• Bachelor of Business Administration in Accounting, Harding University, 2016

Hobbies and Personal Interests

• Traveling
• Trying new foods
• Outdoor Activities

Janet Rogers

Janet Rogers has joined the firm as an administrative assistant and processes the many documents and financial statements issued by our firm for our clients. 

Education

• Associates degree in Management

Community Involvement

• Has held various positions within church organization. 
• Active interest in Sherriff’s Department Citizen’s Academy  
  
  

Sarah Moscript

Expertise

• Accounting, audit and assurance services for small to medium sized businesses, not-for-profit organizations, and government entities 
• Tax planning and compliance for not-for-profit organizations 

Education

• Bachelor of Education, University of Tennessee, 2004
• Master of Professional Accountancy, University of Southern Mississippi, 2005 
• Master of Business Administration, University of Southern Mississippi, 2006 

Certifications

• CPA - Certified Public Accountant

Hobbies and Personal Interests

• Experience Your Smokies, Class of 2018  
• Kayaking and general adventure  
• Culinary explorations