Gilliam Bell Moser LLP (GBM) is pleased to announce that Brett Davidson, Caroline King, Lee Fox, and Lisa Satterfield have been named as Partners in the Firm.

Details on each new partner are included below. Managing partner Scott Williams notes, “we are confident that their expanded roles will enable them to make an even greater impact for our clients, foster innovation and continue to drive the firm’s vision forward.”

Brett Davidson, CPA/PFS specializes in corporate, partnership and individual income tax consulting and compliance. He works closely with clients to provide tax planning strategies and compliance assistance throughout the year. He also specializes in multi-state income tax reporting, construction accounting, and research and development tax credits. Brett is also a Personal Financial Specialist through the American Institute of Certified Public Accountants.

Brett received a BSBA degree from Appalachian State University and joined GBM in 2000.  He works out of GBM’s Greensboro office.

Caroline King, CPA (CSEP) specializes in estate, trust, and gift tax planning and administration, and leads GBM’s fiduciary tax practice. She holds the Certified Specialist in Estate Planning designation. Caroline’s expertise has allowed her to work closely with GBM’s clients to assess their current financial situation, identify their financial goals, and help them reach those goals.

Caroline received a BS degree from Elon University and joined GBM in 2001.  She works out of GBM’s Burlington office.

Lee Fox, CPA helps lead GBM’s accounting and assurance practice. He works closely with GBM’s clients to provide audit services, prepare financial statements, and track net assets.  Lee started his career in public accounting with a large national firm, serving a wide variety of service providers and manufacturing clients.  He then moved to industry and held multiple positions in accounting and with increasing responsibility.  As CFO, Lee led finance teams through numerous opportunities, including buy and sell-side M&A, debt financings, and GAAP to IFRS conversions.

Lee received a BS degree from NC State University and an MBA degree from Appalachian State University and joined GBM in 2021. He works out of GBM’s Greensboro office.

Lisa Satterfield, CPA helps lead the firm’s international tax services practice.  She guides clients with inbound and outbound transactions and holds an Advanced Professional Certificate in International Corporate Taxation issued by Allinial Global and the IBFD.  As a member of GBM’s tax team, Lisa also specializes in corporate, partnership, and individual tax consulting and compliance, and works closely with clients on ways to minimize tax burdens and maximize tax benefits.

Lisa received both BS and MS degrees from the University of North Carolina, Greensboro and joined GBM in 2000.  She works out of GBM’s Burlington office.

Gilliam Bell Moser is a public accounting firm with offices in Burlington and Greensboro, North Carolina. The Firm has 11 partners and over 50 professional staff. For over 75 years, GBM has assisted the community and surrounding areas with their tax, accounting, and consulting needs. The Firm specializes in manufacturing, privately held businesses, including corporations and partnerships, individuals, and not-for-profit organizations. The professionals at GBM have specialized skills in tax planning and compliance, estates, trusts, international taxation, business valuation, retirement plan administration services, and family wealth planning.