Jemel Smith CFO

Jemel Smith is a dedicated advocate for local businesses in the Douglasville, GA area. As the driving force behind TaxAssist Advisors, Jemel brings a wealth of expertise and a passion for empowering small business owners. His approach is not just about providing tax services; it’s about nurturing businesses to thrive in a competitive landscape. Jemel’s unique blend of skills as a licensed REALTOR and insurance agent adds depth to his advisory capabilities, offering a holistic perspective on business growth and wealth building.

Beyond his role at TaxAssist Advisors, Jemel is also an accomplished author. His book, “10 Biggest Tax Mistakes That Cost Business Owners Thousands,” reflects his deep understanding of the challenges and opportunities in tax planning for businesses. This publication is a testament to his commitment to preventing common financial pitfalls and guiding entrepreneurs toward fiscal success.

At the heart of Jemel’s vision is a commitment to service that goes beyond transactions. Whether it’s tax filing, insurance guidance, or real estate advice, his goal is to contribute to the ongoing success and prosperity of the local business community in Douglasville.

Roy Kelsey has served as trusted Financial Advisor for over 25 years. Roy graduated from the University of Central Florida with a bachelor’s degree in Business Administration, majoring in Finance. Roy is a Certified Investment Management Analyst® professional, a Certified Private Wealth Advisor® professional, and completed training on investment fiduciary responsibility, and has earned the Accredited Investment Fiduciary® professional designation. His experience and knowledge allows him to serve as a trusted advisor to his clients, assisting them to and through retirement while navigating changing economic conditions.

Michelle Simpson

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Jill Henderson

Jill Henderson has been working closely with Advisors for over 20 years overseeing all aspects of the advisory services side of the business where she trains and supports the advisors on the wealth management platforms, programs, and services offered through the RIA. In addition, Jill has worked closely with the Chief Compliance Officer where she has helped develop and monitor ongoing policies and procedures. She currently holds her Series 7, 66, and 24 licenses.

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Ed Lyon, J.D.

Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review. He has nearly three decades experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal “green lights” to pay less. He’s the founder and CEO of the Tax Master Network (previously TaxCoach Software) and currently serves as Chief Tax Strategist for Financial Gravity companies.

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Dr. William R. Nelson, Ph.D.

Dr. William R. Nelson is an expert in asset management and the associated technology. As the Co-founder and Chief Investment Officer of EQIS Capital Management, Inc. for over a decade, he was instrumental in the development of technology including their proposal generation system, reporting system, and Mutual Fund Stress test.

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Dave O'Rourke

Dave is President of Financial Gravity Asset Management. FGAM creates and delivers Active, Passive and Hybrid investment portfolios using its proprietary Real Risk System. FGAM is also a turnkey asset management platform that automates bespoke IPS creation in the context of the investor’s maximum loss exposure. In addition, FGAM provides Incomizeⓒ, an application that features FGAM’s proprietary Time Optimized Planningⓒ.

Ashley Baucum