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. to the Firm’s clients.

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

T. Mark Lund CPA, Partner

Mark Lund is a tax manager with the firm. Mark 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
• Nonprofit
• Trusts and estate
• Trustee services
• General business consulting
• Auditing – Governmental, nonprofit, business, and employee benefit plans

Education

• Bachelor of Science in Business Administration with a major in Accounting, University of Tennessee, 1982

Certifications

• CPA - Certified Public Accountant
• CGFM – Certified Governmental Financial Manager
• CGMA – Certified Global Management Accountant

Professional Memberships

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

Community Involvement

• Madison Avenue Baptist Church
• Tennessee Baptist Convention – Past member and chairman of audit committee
• Pregnancy Resource Center - former board member
• Chamber of Commerce - member

Hobbies and Personal Interests

• Reading
• Genealogy
• Family vacations

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 and administrative team 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
• Sunday School teacher
• Intermediate School missions leader
• Reading

Denise S. Davis Holt 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

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 Concord, member
• Farragut High School Theater Arts Booster Club-Treasurer

Hobbies and Personal Interests

• Reading
• Hiking
• Hanging out with my kids

Sarah Sims CPA

Sarah is an auditor at IOB. She is primarily focused on providing auditing and assurance services to the Firm's clients. Prior to joining IOB, Sarah was an auditor with Horne LLP in Hattiesburg, Mississippi.

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 Education, University of Tennessee, 2003
• Master of Professional Accountancy, University of Southern Mississippi, 2005
• Master of Business Administration, University of Southern Mississippi, 2006

Certifications

• CPA - Certified Public Accountant

Professional Memberships

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

Hobbies and Personal Interests

• Reading
• Gardening
• Water and Snow Skiing

Ronald E. Haynes CPA

Ronald E. Haynes is a senior staff accountant for the firm. He primarily focuses on providing services in the areas of tax, auditing, estate and business planning, and general accounting. Ron joined the firm in 2007. By the way, Ron had 30 years of service with our predecessor firm Gillespie & Sherrod, PC including serving as managing partner for a number of years.

Expertise

• U.S. General Accounting Office, Washington, D.C. as an auditor concentrating in the areas of governmental units and federal contracts, 1961
• Department of the Treasury, Internal Revenue Service as a Field Agent auditing individual, corporation, other tax returns, 1962-1967.
• Private practice with Gillespie & Sherrod, Maryville, TN., engaged in taxation and auditing, 1968-1995
• Public practice, taxation and auditing, 1995-2007.
• Ingram, Overholt & Bean, CPAs. Providing services in the areas of taxation and auditing, 2007 to present

Education

• Bachelor of Science, East Tennessee State University, 1961, with concentrations in accounting and economics

Certifications

• CPA - Certified Public Accountant

Professional Memberships

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

Community Involvement

• Meridian Baptist Church, Knoxville, Tennessee. Served three (3) years on the Personnel Committee and six (6) years on the Budget and Finance Committee as Chairman and Member
• Past Board Member of Knox-Chapman Recreation Club
• Member of the Radio Amateur Club of Knoxville (Ham Radio Operator) serving as Board Member and Treasurer

Hobbies and Personal Interests

• Ham radio interests
• Radio controlled model airplanes and boats (building and use of models)
• Woodworking – building various miniature items and refurbishing
• Reading
• Hiking and swimming

Christopher W. (Chris) Mahler, CPA

Chris Mahler is a Tax Manager with the firm. He joined IOB in 2016 after spending five years managing his own practice. Prior to that, Chris spent thirty years in manufacturing and operations accounting.

Expertise

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

Education

• Bachelor of Science in Business Administration in Accounting, University of Tennessee, 1980
• Masters of Accountancy, University of Tennessee, 1982

Certifications

• CPA - Certified Public Accountant
• CGMA – Certified Global Management Accountant

Professional Memberships

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

Community Involvement

• Alcoa First Baptist Church - member and trustee
• Chamber of Commerce - member

Hobbies and Personal Interests

• Church choir
• Music appreciation
• Boating
• Reading: Bible, History, Current Events
• Armchair Philosopher

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

Hobbies and Personal Interests

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

Pamela B. Brown

Pamela B. 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 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

• Member of Sevier Heights Baptist Church

Hobbies and Personal Interests

• Young Living Essential Oils Landscaping
• Hiking
• Golf
• University of Tennessee 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

• Blount County Foster Parent Association - Treasurer
• 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 - member and Personnel chairman and member
• Chilhowee Baptist Center – volunteer
• Family Promise of Blount County – volunteer
• Volunteer past and current association of local programs such as United Way, Pregnancy Resource Center and March of Dimes
• Adult Basic Education – Former Tutor and current supporter

Hobbies and Personal Interests

• Broadway Baptist Church Adult Choir and Choral Groups
• 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

Karen M. Williams

Karen M. Williams joined IOB in 1997. She is in charge of processing the many documents and financial statements issued by our firm. With 45 years of experience in word processing, Karen takes much pride in the professional manner in which IOB presents its products to our clients.

Education

• Bachelor of Science in Business Education/Vocational Education Mississippi State University, 1976

Community Involvement

• Broadway Baptist Church, Maryville, TN
• Various Chairman positions within church organizations
• Help with any fundraising campaigns
• Blount County Foster Parents Association – volunteer

Hobbies and Personal Interests

• Reading
• Traveling
• Spending time with family

Teresa Ingram

Teresa has been with IOB since 1997. Teresa serves as an administrative assistant in various capacities. Her specialty is processing our tax returns so that the product provided our clients is professional in every respect. Her husband was the late Joe S. Ingram, one of the founding shareholders of the firm (see our firm history under the "About" tab above).

Education

• Bachelor of Science Degree in Education, University of Tennessee, 1970

Hobbies and Personal Interests

• Reading
• Church Activities
• Traveling
• Watching University of Tennessee Sports
• Being with family