FIRM LEADERSHIP
We are a team of passionate, diverse, and transformative leaders committed to protecting and strengthening the interest of our clients, our people, and our stakeholders.
DAN LUCAS, CPA, ABV
President
AARON JAEGER
President, CredoCFO
JAMES MILLAR, MBA
Board Member
KERRY MOCK, MBA, ChFC
Board Member
SUSAN LUCAS, CPA
Board Member
ATLANTA OFFICE
3800 Mansell Road, Suite 150
Alpharetta, Georgia 30022
(678) 802-8800
