Melissa Smith
Partner, Chief Financial Officer
A Raleigh native, Melissa earned her bachelor's and master's degrees in accounting from NC State University. She is a North Carolina Certified Public Accountant and gained tax experience while working as a Senior Associate with Grant Thornton LLP. Melissa joined Oak City Consulting in 2012, where she serves as Chief Financial Officer. Her work also includes presentations, custodian problem-solving, and client accounting assistance with foundations and endowments. She currently resides in Woodstock, GA with her husband and two children and is involved at Faith Community Church.
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Ross Roggensack
Managing Partner, Institutional Advisor
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Daniel Ward
Partner, Institutional Advisor
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Christie Baucom
Director of Compliance
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Brett Danforth
Partner, Institutional Advisor
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Kennedy Scott
Analyst