Partners, Directors & Executives

Amy F. Urquhart, CPA, CFP®, Managing Partner

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, Real Estate & Construction Industry Group Leader

Summary of Experience

Mr. Creech has been a practicing CPA in the Charleston area since 1988. He currently serves on the firm’s Executive Committee and is the co-lead on the Firm’s Real Estate Group.

Bobby has over 30 years of experience working with private companies in the real estate and construction industries with emphasis in real estate development, acquisitions, management and general construction. He delivers advice and consulting regarding complex real estate transactions as well as providing compliance services.

Bobby is very active in both his community and his profession and was recently recognized as the 2017 Howard F. Rudd Jr. Business Person of the Year by the College of Charleston’s Alumni Association. He currently serves on the Charleston Regional Development Alliance Board and has served as the Chairman of the SC Board of Accountancy and is past President of the SC Association of Certified Public Accountants and the Coastal Chapter of SC Association of Certified Public Accountants.

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)
• Member of the Coastal Chapter of 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 Member, 2010-Present
• Rotary Club of Charleston
• College of Charleston Alumni Association Board – Member, 2010-2015
• College of Charleston Dept. of Accounting & Legal Studies Advisory Board – Member, 2009-Present
• College of Charleston Cougar Club
• South Carolina Department of Natural Resources Migratory Waterfowl Committee – Member, 2005-2013
• Edisto Island Open Land Trust – Board Member, 2010-2012

Education

• College of Charleston – Bachelor of Science in Business Administration, Concentration in Accounting

Stephen M. Holladay, CPA

Summary of Experience

Stephen Holladay is a Partner located in the Florence office of WebsterRogers and the firmwide Director of Tax Services. Holladay has been with WebsterRogers since graduating from college in 1989.

In Stephen’s role as Tax Leader for the firm, he is responsible for setting the firms tax policies & procedures, maintaining professional standards, and firm wide quality assurance. He also has oversight over the various tax technical niche groups within the firm. These niche groups include federal specialty, not for profit, estate & trust, and state & local tax.

Stephen has extensive experience in tax compliance and consulting for corporations, partnerships, and individual business owners. He has also done extensive tax research and planning relating to multi-state tax issues.

He has been a speaker at various local civic organizations and community events, focusing on multiple areas of taxation. He has also written articles for state and local business publications on various tax issues and planning opportunities.

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 the Pee Dee Chapter of SCACPA

Professional Affiliations

• Pee Dee Chapter of SCACPA – Past President

Education

• Francis Marion University – Bachelor of Business Administration in Accounting, Summa Cum Laude

Thomas E. Fitzsimmons, CPA

Summary of Experience

Thomas (Tom) E. Fitzsimmons, CPA, is a Partner in the Assurance Services Group of the Firm. Tom has over thirty-five years of experience in planning, organizing, and supervising attest engagements primarily for privately-owned businesses in the construction, manufacturing, distribution, and not-for-profit industries; 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 is also experienced in providing financial budgeting and projection services to small and medium-sized companies in a variety of industries. Tom also serves as the Quality Control Partner for the Firm and is responsible for the design and maintenance of all quality control policies and procedures to ensure compliance with appliable professional standards, regulatory requirements, and the Firm’s overall quality control standards. Tom is a former member of the Peer Review Committee of the South Carolina Association of Certified Public Accountants (SCACPA) and performs system and engagement reviews of other CPA practices.

Professional Affiliations

• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the South Carolina Association of Certified Public Accountants (SCACPA)
• Former Peer Review Committee
• Former Technical Standards Committee Member and Chairman
• Member of the Pee Dee Chapter of SCACPA

Professional Service

• SC Certified Public Accountant

Community Involvement

• Former President of the Florence West Rotary Club
• Member of the McLeod Health Foundation Finance and Investment Committee

Education

•  Pennsylvania 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

Kirby Coker Millwood is a Partner in the firm’s tax group.  Kirby began her public accounting career in 2006.  She joined WebsterRogers, LLP in 2008 where she specializes in tax planning, consulting, and compliance for individuals, and trusts, and estates.

Kirby 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.

Kirby is also a member of the Healthcare Services Group. She serves a variety of medical practices in both tax consulting and compliance matters.

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

• AMI Kids Georgetown
  – Board of Trustees, 2015-Present
• Georgetown County Chamber of Commerce
  – Board of Directors, 2014-2018
• Georgetown Lunch Rotary Club, 2009-2017
• Habitat for Humanity Georgetown County
  – Treasurer, 2014-2018
  – Board of Directors, 2013-2018
• Tidelands Community Hospice Foundation
  – Board of Directors, 2016-2019
• Frances P. Bunnelle Foundation Grants Allocation Committee, 2013-2014
• Georgetown County Young Professionals, 2014-Present

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, Tax Service Line Leader

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

Robert M. Tilton, CPA

Summary of Experience

Robert M. Tilton is a partner and the Director of the Firm’s Assurance Services Group. Robert joined WebsterRogers in 2004 and has over 20 years of public accounting experience with an emphasis in assurance services.

Nonprofit entities, homeowners associations, private clubs, and resorts are a few specific structures that Robert has worked with, but his financial audit experience spans across large commercial entities in the manufacturing, distribution and stevedoring industries. Employee benefit plans are an additional area of expertise.

Robert is responsible for developing and documenting the Firm’s best practices for audits, reviews, and compilation engagements. He is also tasked with coordinating annual accounting and auditing training for Assurance Services Group (ASG) associates.

Professional Affiliations

• Licensed Certified Public Accountant in the States of South Carolina and North 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  – Past Chair
• SCACPA Young CPA Leadership Cabinet – Founding Member

Community Involvement

• Florence Symphony Orchestra, Treasurer
• Rotary Club of Florence – Breakfast
• Knights of Columbus Council 5194

Education

• University of South Carolina – Bachelor of Science in Accounting, Cum Laude

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

Laurence Fritz, CPA, Assurance Service Line Leader

Summary of Experience

Laurence joined WebsterRogers in February 2023 and has worked with domestic and international companies, as well as those owned by private equity and family offices. He has provided audit services across varying industries including real estate, manufacturing, construction, hospitality, and retail. Prior to his time in public accounting, Laurence was a Jr. Vice President for a cotton merchandising firm where he served as part of a trading team that focused on international trade. This trading position required firm knowledge of the derivative and international marketing environment and involved travel to England, Italy, Turkey, Taiwan, Thailand, and Indonesia to meet with clients. Laurence joined PricewaterhouseCoopers LLP (PwC) in 2010 while earning his CPA in the state of South Carolina. During his first three years with PwC he focused on audit services for publicly traded companies. In 2013 he transitioned to private company audit services. In 2017 Laurence joined PwC Ireland in the Dublin office where he served clients as Assurance Manager of the International & Domestic Business group and was promoted to Assurance Senior Manager in 2019. Laurence was promoted once again in 2020 upon arriving back in the United States, where he worked as Director before joining WR in 2023. Outside of work, Laurence is actively involved in his community. In his free time, he enjoys spending time with his wife, Laura, and their three children: Eliza, Louise, and Laurence.

Professional Affiliations

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

Community Service

• Florence Symphony Orchestra, Treasurer
• Rotary Club of Florence – Breakfast
• Knights of Columbus Council 5194

Professional Service

• Spartanburg Area Conservancy (SPACE): Board Member
• The Advent Foundation –Board Member
• The Cleveland Opportunity Foundation: Board Member
• The Mary Black Foundation: Audit Committee Member

Education

• Moore School of Business, The University of South Carolina
• Bachelor of Science in Business Administration
• Majors: Accounting, Finance; Minor: Government and International Studies

Adam Johnson, CPA, Hospitality Industry Group Leader

Summary of Experience

Adam joined WebsterRogers in 2018 after a five-year stint with a local CPA firm in Toledo, Ohio. In his nearly 11 years of experience, he has focused on providing proactive, value-added advice to a wide array of closely held companies and individuals. The last several years he has narrowed his focus to lead the firm’s hospitality industry group. In addition to client service excellence Adam focuses on community stewardship and creating a fun and inclusive culture within the firm. In his free time Adam enjoys spending time with his wife Freya and daughter Emme.

Professional Affiliations

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

Community Involvement

• Myrtle Beach Area Hospitality Association Board
• Franklin G. Burroughs-Simeon B. Chapin Art Museum Board
• McLeod Seacoast Foundation Board
• Myrtle Beach Convention Center Hotel Board

Education

• University of Toledo, Bachelor of Business Administration in Accounting

William D. Hardaway III, CPA/PFS, CFP

Summary of Experience

William Hardaway is the Director of Financial Planning at WebsterRogers LLP and an Investment Advisor with our sister firm, WebsterRogers Financial Advisor, LLC in Florence. William began his accounting career in 2011 and joined WR in 2013 where he ultimately served as a Manager specializing in tax compliance and planning.

Since joining WRFA in 2015, his focus has been on comprehensive financial planning for High Net Worth individuals within the firms. William enjoys the privilege of taking a comprehensive approach to helping others plan for and reach their financial goals.

Professional Affiliations

• 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
• Member of the South Carolina Financial Planning Association

Professional Certifications

• Certified Public Accountant in the State of South Carolina
• Certified Financial Planner™
• Personal Financial Specialist

Community Involvement

• Cub Scout Den Leader Troop 475
• Church league basketball coach
• Volunteer at Artfields
• Member of the Florence Kiwanis Club
• Alumnus of the Beta Gamma Sigma Honor Society
• Past President of the Pee Dee Chapter of SCACPA
• SC Financial Planning Association President Elect

Education

• Francis Marion University – Bachelor of Business Administration, Accounting
• Florence Darlington Technical College – Associate Degree, Small Business Managemeny

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

Emily W. Hicks, CPA, Healthcare Industry Group Leader

Summary of Experience

Emily W. Hicks is the Director of the Business Services Group located in the Florence headquarters of WebsterRogers LLP, a leading South Carolina accounting and consulting firm that provides a broad spectrum of assurance, tax and advisory services to clients.  Emily specializes in tax and accounting needs for healthcare practices.  Her skills as a CPA include accounting, tax research and preparation, partnership taxation, corporate taxation, financial reporting, QuickBooks, and tax returns.  She joined WebsterRogers in 2005, shortly after receiving her degree in Accounting from Francis Marion University.

Professional Affiliations

• Licensed Certified Public Accountant in the State of South Carolina

Education

• Francis Marion University – Bachelor of Science, Accounting
• Francis Marion University – Bachelor of Science, Biology

Kathleen Holston, CPA, CMI

Summary of Experience

Kathleen M Holston, CPA, CMI, is a Tax Director located in the Myrtle Beach office of WebsterRogers and the firm’s 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 high-level tax research, planning and controversy 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 the NCACPA’s Tax Education Subcommittee. She also has been a speaker at various local and national tax seminars focusing on areas of state and local taxation, including the impact of the recent Wayfair US Supreme Court decision.

Professional Affiliations

•  Licensed Certified Public Accountant in States of North Carolina, Pennsylvania and South Carolina
• CMI professional designations in state income tax and sales/use tax
• 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)
• Member of the Institute for Professionals in Taxation (“IPT”)

Professional Service

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

Education

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

Bernadette Kreisel, CPA

Summary of Experience

Bernadette Kreisel, CPA, joined the Firm in May of 2018 and is a Manager in the Assurance Services Group. She has over 16 years of public accounting experience, including 14 years of audit experience.

Bernadette has experience in various industries such as clubs and homeowners’ associations, non-profits, retail, and hospitality. In her position at her previous firm, she was responsible for developing best practices for assurance engagements and coordinating the peer review.

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 Sea Island Chapter of SCACPA

Professional Service

• Sea Island Chapter of SCACPA – Past President
• SCACPA – CPE Committee

Community Involvement

• Hilton Head Island Triathlon Club – Treasurer/Secretary
• Hilton Head Island Recreation Center Advisory Board – Former Member

Education

•  Franklin University – Bachelor of Science in Accounting

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

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

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

Tim Sinclair, Director

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

Charles L. Talbert, III, CPA, CGMA, Manufacturing Industry Group Leader

Summary of Experience

Charles (Chuck) Talbert, III, CPA, CGMA has over 30 years of experience serving clients in the middle market. His experience includes financial and compliance audits, agreed-upon procedures, compilations and reviews, general obligation and revenue bond comfort and consent procedures, forensic audits, performance audits, and consulting services, including consulting with regard to organizational, governance and human resource issues.

Chuck has previously served as a partner in the Office of Managing Partner at WebsterRogers LLP. This office 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 also served as the Regional Managing Partner for the Lowcountry of South Carolina. Chuck began his career with Arthur Andersen & Co. in Columbia, South Carolina.

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)
• Member of the Coastal Chapter of 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, Summa Cum Laude / Phi Beta Kappa

Kevin Wise, CPA

Summary of Experience

Kevin Wise, CPA is a Director in the Firm’s Tax department.

David Zaiken,
Director, International and Corporate Tax Technical Leader

Summary of Experience

David is a seasoned professional with over 40 years of experience in international and corporate tax advising on a global scale. Currently, he is a senior member of the strategic tax team at WebsterRogers, LLP, working out of the Charleston, South Carolina office. His career has seen him lead numerous core tax teams across the United States.David is recognized as a technical leader, having worked in the National Tax Offices of both Grant Thornton and Arthur Andersen. Before his tenure at Grant Thornton, he held the position of Associate Vice President of International Tax Planning at Weatherford, a major oil field services company. Throughout his career, David has been integral to numerous international tax technical and planning teams, overseeing controversies related to corporate and transfer pricing matters. He has adeptly guided clients through the evolving landscape of global tax planning amid U.S. tax reform and the Base Erosion and Profit Shifting (BEPS) initiative.David possesses core industry strengths in sectors such as manufacturing, high-tech, life sciences, and entertainment and media. Moreover, his expertise extends into energy, pharmaceuticals, and intellectual property. As a core international tax committee member of the United States Council of International Business, David actively contributes to discussions on OECD and other international matters.Prior to joining WebsterRogers, David held positions as international tax partner of Arthur Andersen, KPMG, Alvarez & Marsal Tax, and Grant Thornton.

Education:

• The University of Texas at Austin, Master of Taxation

Sarah Polson, CPA,
Tax Director

Sarah is a Tax Director at WebsterRogers LLP specializing in passthrough entities, multi-state taxation, real estate, and logistics & transportation. With a deep expertise in these areas, Sarah provides comprehensive tax planning, consulting, and compliance services to clients across a diverse range of industries.She is a certified public accountant in South Carolina, and holds a
Master of Accountancy from USC. Sarah is actively involved in her community as a member of the executive board at Augusta Circle Elementary.

Sarah joined the firm in 2024, and has become a trusted advisor for businesses navigating complex tax issues, particularly in the areas of real estate and logistics.

Professional Affiliations:

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

Community Involvement:

• Augusta Circle Elementary PTA Executive Board
• Junior League

Education:

• Erskine College, Bachelor of Arts
• University of South Carolina, Master of Accountancy

Amy F. Urquhart, CPA, CFP®, Managing Partner

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

Sandra M. Sturkie
Chief Operating Officer

Summary of Experience

Sandra Sturkie serves as the Director of Organizational Development for WebsterRogers LLP, a leading South Carolina-based accounting and consulting firm that provides clients with a broad spectrum of assurance, tax, and advisory services. Sandra guides the Firm’s focus on Leadership Development and Company Culture.  She developed the Firm’s three-level Leadership Academy and provides Executive Coaching services.  Prior to joining the Firm, she served as the Vice President for Business Operations at Tandem Health, a federally qualified community health center, leading the Human Resources, Technology, Project Management, Finance, Compliance and Practice Administration Teams.  While there she also developed the Center’s first two-tiered leadership development program.  Her career has included forensic interviewing in a child advocacy center, and various levels of leadership for the Department of Social Services, including previously serving as the State Child Welfare Director.  Sandra received Master of Science in Clinical Psychology from Francis Marion University.  Sandra’s passion for growing leaders and improving workplace culture is driven by the belief that the success of any work place must start with a genuine focus on its team members.

Professional Affiliations

• John Maxwell Certified Coach
• Leadership Circle Profile Certification

Community Involvement

• Board Member for Florence County First Steps
• Global Leadership Summit- Florence County Volunteer Team

Education

• Francis Marion University, Master of Science in Clinical Psychology

Tricia Thompson, CMA,
Chief Financial Officer

Summary of Experience

Tricia Thompson serves as the Chief Financial Officer for WebsterRogers, LLP, a leading South Carolina-based accounting and consulting firm that provides clients with a broad spectrum of assurance, tax and advisory services. Tricia plays a multifaceted role combining financial expertise, regulatory knowledge and interpersonal skills to support the firm’s financial health, compliance and growth objectives. Prior to joining WebsterRogers, Tricia served as a Director with a management consulting firm based in Raleigh, NC, serving as a trusted advisor to second stage companies experiencing growth. Tricia managed the Applied Finance service offering which provided a deeper analytical approach to understanding financial statements while focusing on forward-looking financial data to guide business owners in making better informed strategic decisions. Tricia’s areas of expertise include financial analysis and interpretation of results, cash flow and profit optimization and creating complex financial models to achieve business objectives. She is a Certified Management Accountant with a passion for contributing to the development of future talent and leaders.

Professional Affiliations:

• Member of the Institute of Management Accountants (IMA)
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the SC Association of Certified Public Accountants (SCACPA)

Community Involvement:

• Women in Philanthropy – Member
• American Heart Association – 2024 Pee Dee Heart Ball Executive Leadership Team Member

Education:

• North Carolina State University, Bachelor of Arts in Accounting