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- Management Team
- Amy F. Merrill
- Barbara M. Coats
- Bradford C. Dickson
- Brent A. Wilkinson
- Carlye W. Buchanan
- Carolyn C. Riticher
- Charles L. McGimsey
- Cheryl L. Yarbrough
- G. Christopher Nunn
- Christopher Rouse
- Courtnay D. Bazemore
- David H. Kloess
- Denise A. Mummert
- Donna W. Caruso
- Gregory M. Spangler
- Heidi L. LaMarca
- James W. Heard
- James L. Underwood
- John B. Carpentier
- John F. Edgar Jr.
- John G. Henriquez
- John F. Yeager
- Kristi B. Johnson
- Lee G. Hodges
- Mary Beth Saylor
- Matthew H. Levin
- Nicholas H. Perrins
- Richard D. Yelton
- Robert L. Prator
- Roger G. Ward
Executive at Distribution Company“The quality of work provided by Windham Brannon’s Risk Advisory Service Group was exceptional. The consultants were very professional and committed to producing quality service in a timely manner.”
James L. Underwood, CPA, PFS, CFP®, AEP
junderwood@windhambrannon.com | 678-510-2865
Jim spends a significant amount of his time working in the areas of estate and financial planning, wealth management, individual tax planning and compliance, related investment advisory services as well as estate and trust administration and compliance. He is a member of the DeKalb and Atlanta Estate Planning Councils, and past President of the Atlanta Estate Planning Council and is a Trustee of the Georgia Federal Tax Conference.
Specialization Includes:
- Estate and Financial Planning
- Wealth Management
- Individual Tax Planning and Compliance
- Investment Advisory Services
- Estate and Trust Administration and Compliance
Career Highlights
Prior to entering public accounting, Jim worked in a management group for Southern Bell and was a management and budget analyst for DeKalb County, Georgia. In 1975 he joined Deloitte, Haskins & Sells and remained there until 1978 when he left to cofound Tarpley & Underwood. He served as Managing Shareholder at Tarpley & Underwood from 1999 until 2011, when the firm merged with Windham Brannon.
Education and Affiliations
- Georgia Institute of Technology – Bachelor of Industrial Engineering
- Georgia State University – Master of Professional Accountancy
- American Institute of Certified Public Accountants (AICPA)
- Georgia Society of Certified Public Accountants (GSCPA) – Past President
- DeKalb and Atlanta Estate Planning Councils – Past President of Atlanta Estate Planning Council
- Georgia Federal Tax Conference – Trustee and Past President
- Caldwell & Orkin Market Opportunity Fund – Board of Directors
- Gwinnett County Retirement Plans Management Committee – Chairman
- Georgia State University Planned Giving Advisory Council
- 2010 Recipient of the Kingdom Advisors Practice Management Award
