Our People Are Our Competitive Advantage.

We have put a great team of experienced professionals together — all working to provide exceptional service. To that end, we invest a great deal of time and resources in continual training and coaching. We employ a consultative approach to the majority of our processes.

Company Leadership

Brannon Poe

Brannon Poe

CPA, Founder

Accountant, speaker, podcast host and author—Poe Group founder Brannon has explored it all to help CPAs and practice owners level up. Brannon began facilitating successful...

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Kristin Cummings

Kristin Cummings

Chief Operating Officer & Integrator

With a strong background in operations, Kristin has spent the past three years serving as a fractional COO for small to mid-sized companies. Before that,...

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Erika Ferrell

Erika Ferrell

Operations Manager

As a two-time graduate of the University of Kentucky, Erika has a diverse background in project management, team management and administrative support. With over a...

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Bailey Ball

Bailey Ball

Sales and Marketing Director

Bailey brings a unique blend of creative thinking and analytical insight to her role as Marketing Director and Sales Associate at Poe Group Advisors. She...

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Ian Brennan

Ian Brennan

Creative Director

A graduate of Belmont University in Nashville where he studied film production, Ian has worked in the film industry for over six years. His ventures...

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Regional Leadership

Darryl Boyd

Darryl Boyd

Regional Market Leader

With 20 years of business and management experience, Darryl is an expert at integrating people and strategy, helping clients put their intentions and goals into...

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Cecil DeMorris (Morry) Brown III

Cecil DeMorris (Morry) Brown III

Regional Market Leader (CA)

Morry brings many years of experience in the financial industry to the Poe Group team. He spent the first 15 years of his career as...

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Lisa Handziak

Lisa Handziak

Regional Market Leader (CT, IL, IN, MA, NJ, NY, OH, PA, RI)

With more than 20 years of workforce development experience, Lisa specializes in identifying and implementing practical solutions, uniting those around her to meet common goals....

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Our Team

Laurens Ball

Laurens Ball

Accounting Practice Intermediary

With more than 10 years of experience in account management and business development experience, Laurens specializes in working with clients to reach their goals. She...

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Stephanie Smith

Stephanie Smith

Accounting Practice Intermediary

With over 12 years of proven sales and marketing experience in the banking sector, Stephanie brings a strong financial background to her position at Poe...

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Carrie Mulrooney

Carrie Mulrooney

CB, CPB, Accounting Practice Intermediary

Having built and sold their own nationally awarded bookkeeping and accounting practice, Carrie and her husband Sean can directly relate to those who are looking...

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Sean Mulrooney

Sean Mulrooney

Accounting Practice Intermediary

Sean boasts an entrepreneurial background of building businesses combined with experience in corporate leadership, making him a spectrum of insight for those selling, buying or...

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Barbara Agerton

Barbara Agerton

CPA, Accounting Practice Intermediary

Fueled by a passion for business, Barbara started a tax firm in 2005 before successfully transitioning to the cloud in 2013. As a certified public...

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Carol Poe

Carol Poe

Buyer Specialist

With more than 10 years of experience connecting buyers and sellers, Carol has an excellent knack for making a perfect match. Her process brings qualified...

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Linda Lombardi

Linda Lombardi

Marketing Coordinator

Linda began her career working for a large outsourcing firm in various project and customer-focused capacities, where she utilized and honed her organizational, analytical and...

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Margo Borschewski

Margo Borschewski

Client Services Team

Trained as an early elementary school teacher, Margo spent several years teaching in a formal classroom setting, following which, she established her own home daycare....

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Sharon Wood

Sharon Wood

Client Services Team

From her career in dentistry and later as a stay-at-home mother of two, Sharon has an instinct for precision and organization. She has held numerous...

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Amanda Blanton

Amanda Blanton

Office Administrator

Amanda started her professional journey teaching pre-k in a formal classroom, following securing her bachelor’s degree in elementary education and her master’s in early childhood...

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Liesl Eppes

Liesl Eppes

Social Media Manager & Podcast Producer

Liesl is a storyteller and explorer of life whose favorite mediums include the stage, screen and written word. She completed her Bachelor of Arts in...

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