Jason Deshayes, CFP/PFS, CPA
Durham, NC
jdeshayes@cookwealth.com
Jason Deshayes, CFP/PFS, CPA, is a seasoned financial professional based in Raleigh, NC. With over a decade of experience, Jason specializes in providing comprehensive financial planning and tax advisory services to individuals and businesses. As a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), he brings a unique blend of expertise to his clients, helping them navigate complex financial landscapes with confidence and clarity. Jason is passionate about empowering his clients to achieve their financial goals and secure their futures. His dedication to excellence, integrity, and personalized service has earned him a reputation as a trusted advisor in the Raleigh community.
Mary Dovel
Charlotte, NC
mary.dovel@telostax.com
Mary Dovel, CPA, PFS is the managing partner of Telos Tax, a division of Telos Family Office in Charlotte, North Carolina. Mary specializes in comprehensive tax optimization and holistic financial planning, guiding families and business owners through the complexities of personal and business finance.
She earned her Personal Financial Specialist credential in 2022, driven by a passion to move beyond tax preparation and become a true, trusted advisor in both business and personal financial matters. Mary is especially excited to help and encourage other CPAs to broaden their impact by embracing the world of financial planning alongside tax expertise.
Outside of work, Mary volunteers her time at Bright Side Youth Ranch, a nonprofit that uses equine therapy to help children overcome trauma, abuse, and neglect while building resilience and emotional strength — a reflection of her commitment to service and personal growth beyond the financial world.
Carolyn Larsen-Wieber, CPA/PFS
Raleigh, NC
carolyn@clwfinancialplanning.com
Carolyn is the owner and founder of CLW Financial Planning LLC providing tax focused wealth management services to individuals and their families.
She focuses on being a financial partner for professional women in transition so that they can feel safe and secure in retirement. Her passion stems from her own journey from CPA owner in a firm to owner of her own practice which was a dream of hers for over 10 years. She believes that her “been there done that” experience can be used to help other women bring their dreams to reality.
With over 27 years as a practicing CPA in the high-net-worth tax space including 2 Big 4 accounting firms she brings her many years of experience to her clients in the areas of tax, retirement, estate and risk management planning.
Practicing in the Raleigh, NC, area she enjoys her community service activities which include serving on the AICPA PFS credential committee and being a volunteer at Hope Reins, a horse therapy farm serving children in crisis.
Melissa Linn
Raleigh, NC
melissa.linn@gmail.com
Sandra Russ, CPA/PFS, CFP
Raleigh, NC
sandy@lifetimeasset.com
Sandy Russ, CPA/PFS, CFP, is a Wealth Consultant at LifeTime Asset Management in Raleigh, NC, with over 20 years of experience in financial services, including public accounting, insurance, and financial planning.
A Raleigh native, Sandy graduated from Meredith College in 1998 with a B.S. in accounting and became a CPA, initially working in tax preparation. In 2006, she bought an insurance agency in the N.C. foothills, where she was active in the local Chamber of Commerce and Rotary International. She views CPAs as key coordinators in a client’s financial team.
In 2020, she earned CFP and PFS™ designations to provide comprehensive financial planning, including investments, taxes, retirement, estate planning and insurance.
Sandy and her husband, Jerry, enjoy hiking and kayaking.
Life Time Asset Management 801 Corporate Center Dr., Suite 110 Raleigh, NC 27607 919-845-5315 Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.
Interested in contacting one of our PFP Champions?
Contact a champion in your area to discuss the PFS™ credential, the PFP Section, developing PFP issues in your area that impact our profession or interest in adding to your peer network.