Principals Anne Morris and Doug Neal have been named owners at IPA 200 firm Windham Brannon LLC of Atlanta (FY21 net revenue of $32.5 million).
Morris has more than 20 years of accounting experience and specializes in employee benefit plans and not-for-profit audits. She leads the firm’s ERISA practice and co-leads the not-for-profit practice.
Neal joined the firm in 2005 and has nearly 20 years of experience specializing in tax compliance and planning for high-net-worth individuals, partnerships, estates and trusts.
“Anne and Doug serve the firm and our clients with their immense expertise and care,” says CEO and MP Heidi LaMarca. “Our executive leadership is thrilled to announce their new undertaking because it solidifies the leadership they have dedicated themselves to for the last two decades at Windham Brannon.”