MBJ_LIF-2014 by Journal Inc

WE KNOW WHAT SUCCESS LOOKS LIKE WHEN WE SEE IT. Congratulations to Todd Tauzin. We are proud to have him as part of our team.

Todd Tauzin CLU速, ChFC速 Wealth Management Advisor (601) 914-2106 toddtauzin.com

05-3045 息 2014 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member of FINRA and SIPC. Todd Tauzin, Insurance Agent(s) of NM. Todd Tauzin, Registered Representative(s) of NMIS. Todd Tauzin, Representative(s) of Northwestern Mutual Wealth Management Company速, (NMWMC) Milwaukee, WI, (investment management, trust services, and fee-based planning) subsidiary of NM, limited purpose federal savings bank. Representative(s) may also be an Investment Advisor Representative(s) of NMIS.

CONTENTS 2014 CLASS Banquet photos online

Nancy Lottridge Anderson New Perspectives ...............................................5

Gregory B. Barron Metropolitan BancGroup ....................................6

Leaders in Finance honorees were recognized Sept. 19 during a banquet at the TradeMart in Jackson. Photographer Deryll Stegall captured the event. See more of his photos at http://msbusiness.com/events/ leaders-in-finance-event-

Samuel F. Britton The McLean Group.............................................6

Jimmy E. Burkes Haddox, Reid, Eubanks, Betts, LLP .....................7

William J. Bynum Hope Enterprise Corp./Hope Credit Union ..........8

Chuck Caldwell

slideshow/

Silas Simmons...................................................8

Marcus Robinson Magnolia State Bank ........................................20

William B. Staggers Watkins, Ward and Stafford .............................20

Henry W. Stevens Watkins, Ward and Stafford ..............................21

Todd C. Tauzin Northwestern Mutual .......................................22

Ike Stone Trotter Ike Trotter Agency ............................................22

Brent Waldrop BancorpSouth ..................................................23

Michael E. Dowell

Harry M. Walker

The Dowell Group/Morgan Stanley Team ............9

Trustmark National Bank ..................................24

Randy Eure

John H. Williams

Carr Riggs & Ingram .........................................10

Williams, Weiss, Hester & Company .................25 2013 Winners............................................30

Sherribeth Wright Farmer Citizens National Bank......................................10

Contributors

Greg Garraway Regions Financial Corp. .....................................11

Jaye E. Germany Sr.

Jim Koerber

Tammy Phillips

Thrivent Financial .............................................12 The Koerber Company ......................................14 Community Bank ..............................................17

Rhonda Hamilton

David L. Miller

Bill Prater

Sta-Home Health & Hospice.............................12 Nail McKinney ..................................................15 BancorpSouth ..................................................18

Cecil W. Harper

H. Riley Nelson

Stan Purvis

Harper, Rains, Knight and Company ..................13 May & Company ...............................................16 HORNE Wealth Advisors...................................18

Stuart R. Johnson

Mark Peach

Nash Nunnery is a contributing writer who wrote many of the biographical sketches.

Van Ray

Deryll Stegall of Stegall Imagery photographed the awards luncheon.

Renasant Bank .................................................14 KPMG ..............................................................16 Bank of Yazoo ..................................................19

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2014 Leaders in Finance

NANCY L. ANDERSON New Perspectives

As President and Founder of financial consulting company New Perspectives, Inc., Nancy Anderson wants her financial advice to be based on her clients’ best interests. The only woman in Mississippi holding both a Chartered Financial Analyst designation and a Ph.D in Business Administration, Anderson also is a noted columnist and author. Her book “Tough Talk for Tough Times” focuses on Anderson’s common sense approach to financial matters. Additionally, she appears weekly on Mississippi Public Broadcasting’s Money Talks program and has written a weekly column for the Mississippi Business Journal. In 2012, Anderson was selected as one of eight finalists for the My Money App Up Challenge sponsored by the U.S. Department of Treasury D2D Fund. For the past six years, Anderson has served as Assistant Professor of Finance at Mississippi College.

would like to congratulate

Samuel F. Britton on his great accomplishment of being named one of the leaders in finance by the Mississippi Business Journal for 2014. Specializing in individual and corporate taxation, new business formation services, oil field service consultants, IRS and state tax representation to include audit representation, offers in compromise, installment agreements and collections. 601-735-3505 2014 Leaders in Finance

Samuel F. Britton

www.msbusiness.com

GREGORY B. BARRON Metropolitan BancGroup

Gregory Barron is Executive Managing Director and Chief Financial Officer for Metropolitan BancGroup, Inc. and Metropolitan Bank, which has grown to over $930 million in assets in less than seven years. As a founding member of Metropolitan, Barron has lead the finance and accounting functions of the bank since its formation in 2007. With over 30 years of finance and accounting experience, Barron spent 10 years in public accounting, where he held senior management positons with both national and local public accounting firms. A Magna Cum Laude graduate of Mississippi State University, he is a member of the American Institute of CPAs. Additionally, Barron is an active member of St. Columbs Episcopal Church, where he serves on the vestry and finance committees, and as a liaison for Habitat for Humanity.

SAMUEL F. BRITTON The McLean Group

In 1990, Samuel Britton launched his accounting career by starting his own CPA firm with virtually no client base. Eventually, the firm grew to 10 employees and still operates today. Currently, the Waynesboro native serves as leader of the Energy Group at Laurel investment firm The McLean Group. Britton advises clients on mergers and acquisitions, transactions, and is responsible for managing the entire transaction process from initial contact to closing. A graduate of the University of Southern Mississippi in 1984, Britton is secretary/treasurer on the Jones County Junior College Foundation Board and the Mississippi Society of CPAs Board of Governors. Additionally, he is President of both the Wayne County Chamber of Commerce and the Rotary Club of Waynesboro. One of his most satisfying personal accomplishments was participating in a jail house ministry at the local county jail. In his spare time, Britton enjoys running.

www.msbusiness.com

2014 Leaders in Finance

JIMMY E. BURKES Haddox, Reid, Eubanks, Betts, LLP

With more than 40 years of experience in the accounting industry, Jimmy Burkes has seen many technical advances in the field. As member in charge of Assurance Services for Jackson accounting firm Haddox, Reid, Eubank, Betts, LLP, Burkes is responsible for the firmâ&#x20AC;&#x2122;s compliance and quality control. In addition, he serves the litigation support and business valuation practice efforts of the firm. Burkes is a past president, board member and council representative for the Mississippi Society of CPAs. He also is active in American Institute of Certified Public Accountants and serves as a member of the Compliance Assurance Committee and National Regulatory Concerns Committee of the National Association of State Boards of Accountancy. Highly involved in his community, Burkes has served as a board member for the Magnolia Speech School and as a Sunday School teacher for First Baptist Church of Clinton.

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CommunityBank.net

2014 Leaders in Finance

www.msbusiness.com

WILLIAM J. BYNUM Hope Enterprise Corporation/Hope Credit Union

For nearly three decades, Bill Bynum has worked to advance economic opportunity for the underserved population of Mississippi. Bynum serves as CEO for Hope Enterprise Corporation/Hope Credit Union, a regional community development financial institution that promotes responsible financial services for community development projects. He has advised three U.S. presidents on community development and small business matters, including serving for 10 years as Chairman of the Treasury Department’s Community Development Advisory Board. In 2012, Bynum was named Vice Chairman of the Consumer Financial Protection Bureau’s inaugural Consumer Advisory Board. A Henry Crown Fellow of the Aspen Institute and Salzburg Seminar Fellow, Bynum also is a past recipient of the University of North Carolina Distinguished Alumni Award. His board/trustee service includes Millsaps College and the William Winter Institute for Racial Reconciliation.

CHUCK CALDWELL Silas Simmons

As a child, Chuck Caldwell often awoke in the predawn hours to the clanking of his dad’s hand-cranked Burroughs adding machine in the basement of their home. His father Wesley was one of the original partners at Natchez accounting firm Silas Simmons. Today, Chuck Caldwell is the firm’s senior managing partner after joining Silas Simmons upon graduation from the University of Mississippi in 1976. His practice areas include tax planning and compliance, estates and trusts, as well as financial consulting. Caldwell, a past president of the Mississippi Society of CPAs, also has served as a member of the Council of the American Institute of Certified Public Accountants. In the community, Caldwell is an active member of Jefferson Street United Methodist Church. Additionally, he has served as chairman of the Natchez-Adams County Chamber of Commerce and as president of both the Rotary Club and Historic Natchez Foundation.

www.msbusiness.com

2014 Leaders in Finance

MICHAEL E. DOWELL The Dowell Group/Morgan Stanley Team

For Michael Dowell, helping clients define and strive to meet their financial goals is “Job One.” Dowell serves as Managing Director for The Dowell Group/Morgan Stanley Team in Jackson. His firm offers a vast array of resources that are most appropriate financially and for what the client wishes to achieve, including a premier trading and execution platform and full spectrum of investment choices. A 1972 Mississippi College graduate, Dowell serves on the Advisory Board for the MC School of Business, and on the Board of Directors for the Catholic Foundation of Mississippi and the Multiple Sclerosis Society of Mississippi. In 2009, The Dowell Group was featured in Research Magazine as the “Top Team by State 2009.” Along with wife Melanie, Dowell and the Dowell Group represent some of the state’s most respected investment professionals.

2014 Leaders in Finance

www.msbusiness.com

RANDY EURE Carr Riggs & Ingram

Staying true to his Mississippi roots, Randy Eure believes first and foremost in service to his clients. A partner with Carr Riggs & Ingram CPAs and Advisors, Eure has more than 30 years of accounting, auditing and consulting experience. He offers both public and non-public clients plenty of experience in a variety of industries, while specializing in community banks, credit unions, financial institutions and not-for-profits, including colleges and universities. Eure’s advisory services include consultation with respect to internal control design, SEC and other regulatory reporting, and mergers and acquisitions for public reporting. Additionally, he offers a breadth of experience to clients throughout Mississippi and is a member of both the firm’s SEC Practice Committee and New Client Acceptance Committee. Eure is a member of the Mississippi Bankers Association and is active civically with the Mississippi Children’s Home Society.

SHERRIBETH WRIGHT FARMER

Citizens National Bank

A late bloomer, Sherribeth Farmer says her greatest accomplishment was going back to school as an adult and earning her college degree with honors. Farmer’s hard work quickly paid off, as today she serves as a Relationship Banker with the Madison branch of Citizens National Bank. A 1998 Cum Laude graduate of Belhaven College, Farmer later graduated from the Paul W. Barret School of Banking in Memphis. In 2008, the Mississippi Business Journal named her one of the 50 Leading Businesswomen and finished as a Top Ten finalist for the newspaper’s 2009 Woman of the Year award. Active in the community, Farmer currently serves as Vice President of the Mississippi Children’s Home Services Board of Directors and as Forum Chair for the Mississippi Council on Economic Education. On the weekends, she and husband Craig enjoy attending St. Matthew’s United Methodist Church, boating and playing with their dogs.

www.msbusiness.com

2014 Leaders in Finance

GREG GARRAWAY Regions Financial Corporation

Greg Garraway strongly concurs with the belief that being a good leader requires personal sacrifice and to be available and visible, particularly in tough times. Leadership is important to Garraway, who serves as South Mississippi Area President for Regions Financial Corporation. A native of Hattiesburg, Garraway has enjoyed a long and successful career in banking and has been with Regions and its predecessors for 30 years. An active leader in his community, heâ&#x20AC;&#x2122;s served on the board and as former Chairman of the Area Development Foundation, the Board of the Hattiesburg Rotary Club, the Boy Scouts of Southeast Mississippi, the United Way, and former member of the USM Foundation Board. Garraway is also a member of Main Street United Methodist Church where he serves as Chair of the Finance Committee. He is married to the former Amy Lehmann of Natchez and has a daughter, Greer Garraway of Hattiesburg.

2014 Leaders in Finance

www.msbusiness.com

JAYE E. GERMANY SR. Thrivent Financial

Helping people think early and think ahead when it comes to preparing for retirement is one of Jaye Germany’s main goals. An Associate with Thrivent Financial in Brandon, Germany qualified to attend the Peak Performer conference and has grown his customer base by over 12 percent since joining the firm. In addition to his employment with Thrivent, Germany has been a member of the Mississippi National Guard for over 16 years, serving as a Flight Operations Officer. Prior to joining Thrivent, he was commander of a Guard unit in Kandahar, Afghanistan, where he was responsible for 180 soldiers and 16 Chinook helicopters. While in Afghanistan, Germany earned the Bronze Star Medal for his distinguished service in combat. A member of the Galloway Memorial United Methodist Church, he also is active with Habitat for Humanity and local disaster relief efforts for Mississippi tornado victims.

RHONDA HAMILTON Sta-Home Health & Hospice

As a CPA with more than a decade of experience, Rhonda Hamilton has enjoyed a solid career progression. Currently, she serves as the Chief Financial Officer for Sta-Home Health & Hospice, where Hamilton prepares financial analyses of operation, including monthly and annual financial statements with supporting schedules for the guidance of management. Hamilton’s areas of expertise include audit management, staff supervision, income tax accruals and ACL extraction. With Hamilton’s help, Sta-Home made the transition from a family-owned company to a 100 percent employee owned company as of January 2014. Prior to joining Sta-Home, the University of Southern Mississippi graduate was audit supervisor with Ridgeland accounting firm Carr, Riggs & Ingram, and Manager of Financial Reporting at St. Dominic Hospital, where she supervised long-term budgetary planning. In 2000, Hamilton earned her Master of Professional Accountancy degree at USM.

www.msbusiness.com

2014 Leaders in Finance

CECIL W. HARPER, CPA

Harper, Rains, Knight & Company, P.A.

A native of Vicksburg, Cecil Harper graduated with special distinction from Mississippi College, where he earned a Bachelor of Science in Accounting. In 2004, he was named Outstanding Alumnus of the Year by the Mississippi College School of Business. Harper is president and managing director of Harper, Rains, Knight & Company, P.A. director in charge of audit, consulting, and tax engagements. He provides services to a variety of clients, including state and local government agencies, insurance companies, real estate developers, financial institutions. Cecil is a member of the American Institute of Certified Public Accountants, the Mississippi Society of Certified Public Accountants and the Association of Certified Fraud Examiners. He has served on numerous boards, including the Annandale Golf Club, Mississippi Automotive Manufacturing Association, Madison County Foundation, Make-A-Wish Foundation of Mississippi, Andrew Jackson Council of Boy Scouts, Hundred Club of MadisonRidgeland and Living Services. He and his wife, Karen, have 2 children, Chris and Stephanie, and reside in Madison, where they are members of Madison United Methodist Church.

Waynesboro, MS is the proud hometown of Samuel F. Britton – this year’s recipient of “Leaders in Finance” Award. Come grow with Waynesboro, and contact the professionals at Britton Realty, LLC for all of your commercial and residential real estate needs in Southeast Mississippi. Samuel F. Britton Joseph B. Britton, Broker | 601-735-9199 | 915 Azalea Drive, Waynesboro, MS 2014 Leaders in Finance

www.msbusiness.com

STUART R. JOHNSON Renasant Bank

Stuart Johnson currently serves as Executive Vice President and Treasurer of Tupelo-based Renasant Bank. The bank’s reputation for involvement in the community of the people it serves is noteworthy and Johnson wholeheartedly supports those efforts by serving as a member of several committees, including the Tupelo Thoroughfare, Lee County Agricenter Advisory committee and the Lee County 4-H committee. Additionally, he has memberships with the Mississippi Cattlemen’s Association, Lee County Cattlemen’s Association and the American Angus Association. Johnson holds a Masters of Professional Accountany from Mississippi State University and is a graduate of the BAI Banking School at the University of Wisconsin. A volunteer with the Cub Scouts, Johnson is an active member of Tupelo’s Harrisburg Baptist Church, where he formerly served as a Sunday School teacher.

JIM KOERBER The Koerber Company

Jim Koerber is a shareholder and president of The Koerber Company, a CPA firm located in Hattiesburg. A CPA since 1979, Koerber has over 35 years of experience in public accounting, which includes tax, audit, and management advisory services. He received his B.A. in Banking and Finance from Mississippi State University and obtained an additional major in Accounting from Louisiana State University in 1976. Koerner’s professional career includes membership in the Mississippi Society of CPAs, the Society of Louisiana CPAs and the National Association of Certified Valuators and Analysts. In 2013, he was recognized by being named the Accredited in Business Valuation Champion of the Year by the American Institute of CPAs. Active in his community, Koerber is a member of Parkway Heights United Methodist Church and has served as a Dubard School Advisory board member and Boy Scouts Pine Belt adviser.

www.msbusiness.com

2014 Leaders in Finance

DAVID L. MILLER Nail McKinney

As President of Tupelo accounting firm Nail McKinney, David Miller is all about giving back to his community. Dedicated to making a difference in north Mississippi, Miller and his Nail McKinney team rolled up their sleeves in July for Eight Days of Hope, an effort to help devastated Tupelo neighborhoods rebuild after last spring’s tornado ripped through the area. In 1979, Miller joined Nail McKinney and worked his way to the presidency of the firm seven years ago. A native of Kossuth, he graduated from the University of Mississippi with an Accountancy degree. Miller’s areas of practice include Wholesale Distribution, Manufacturing, Management Consulting and Petroleum Distributors. Miller and his wife Ellen are the proud parents of two children, Blake and Grace, and are active members of First Baptist Church of Tupelo.

Proudly Congratulates

Jim Burkes

On being chosen as one of Mississippi’s Leaders in Finance.

2014 Leaders in Finance

www.msbusiness.com

H. RILEY NELSON May & Company

Bringing valued solutions to clients through exceptional service is the cornerstone of success for Riley Nelson. As Managing Partner for Vicksburg accounting firm May & Company, Nelson believes in high standards and a dedication to quality work. A graduate of Mississippi State University with a bachelor of accountancy and master of taxation, Nelson received the T.E. Lott Silver Medal Award for earning the second highest score on the CPA exam in Mississippi. He is a member of the American Institute of CPAs and the Mississippi Society of CPAs. Nelson also was selected as one of the Mississippi Business Journal’s Top 40 Under 40 professionals, as well as a Top 20 Under 40 designation from the Vicksburg Post. An active member of St. Paul Catholic Church, he serves as a member of the Catholic Diocese of Jackson’s finance committee. In his spare time, Nelson volunteers with the Vicksburg Rotary Club and YMCA Men’s Club.

MARK PEACH KPMG

Specializing in real estate, insurance, manufacturing and retail, Mark Peach is a partner in the audit practice of the Jackson office of KPMG LLP. He launched his career with the firm in 1982 and has garnered over 32 years of public accounting experience. Peach has assisted clients with equity and debt offerings, as well as acquisitions. A graduate of the University of Southern Mississippi, he has extensive experience with employee benefit plans audits and International Financial Reporting Standards. Currently, Peach also serves as the KMPG Benefit Plan Resource Partner. Active in the community, he serves as treasurer and a board member of the metropolitan Jackson United Way and has assisted in coordinating the “Fastest Growing Private Companies in Mississippi” awards program. Peach also is an active member of Broadmoor Baptist Church and currently serves as a Sunday School teacher.

www.msbusiness.com

2014 Leaders in Finance

TAMMY PHILLIPS Community Bank

For Tammy Phillips, banking is a very personal experience. Now the Deputy President of Community Bank of Mississippi, Phillips takes great pride in the hiring of many of the 102 employees that she supervises. The Morton native manages all administration functions for the bank, including hiring personnel, training, orientation and monitoring of performance. Before joining Community Bank in 1995, Phillips served as a Customer Service Representative for the Bank of Forest. A member of the Mississippi Business Journal’s 50 Leading Business Women Class of 2007, the Mississippi College graduate was presented Community Bank’s Chairman’s Award for Outstanding Leadership last year and was the Flowood Chamber of Commerce’s 2012 Prospector of the Year. A speed walking/running enthusiast, Phillips has participated in numerous 5K events in her community to benefit a variety of charities.

HORNE LLP CONGRATULATES

STAN PURVIS FOR BEING NAMED A

2014 LEADER IN FINANCE HORNE Wealth Advisors, a registered investment advisor, is a wholly-owned subsidiary of HORNE LLP, named one of the top 50 accounting and business advisory ﬁrms in the country by Accounting Today.

2014 Leaders in Finance

www.msbusiness.com

BILL PRATER BancorpSouth

Bill Prater is a Senior Executive Vice President & Chief Financial Officer for BancorpSouth. He reports to the Chairman and CEO, and is responsible for financial accounting, investor relations and tax accounting at BancorpSouthâ&#x20AC;&#x2122;s corporate offices in Tupelo. With 27 years of corporate banking experience, Prater joined BancorpSouth in 2008 after serving as Executive Vice President of Financial Segment Support at Regions Bank. Prior to his career with Regions, he was Senior Vice President of Financial Accounting with SouthTrust Corporation. Prater earned a Bachelorâ&#x20AC;&#x2122;s Degree in Accounting from the University of Alabama in Birmingham, and is a Certified Public Accountant. Active in Tupelo community affairs, Prater served on the Tupelo Ballet Board and as a United Way volunteer. An avid outdoorsman in his leisure time, Prater is an active member of All Saints Episcopal Church.

STAN PURVIS HORNE Wealth Advisors

Stan Purvis serves as Partner-In-Charge of HORNE Wealth Advisors in Ridgeland. Purvis has more than 25 years of experience with large regional financial institutions and independent investment advisory firms. His practice is focused in the wealth advisory areas of investment management, retirement planning, estate planning, business succession and risk management. One of his responsibilities is helping high-net worth clients make wise choices about their finances. Purvis earned a Bachelor of Professional Accountancy from Mississippi State University. He also completed the wealth management program from Southern Trust School. Additionally, Purvis is a Certified Financial Planner and licensed CPA. His professional affiliations include the Estate Planning Council of Mississippi and Financial Planning Association. In his spare time, Purvis stays involved with the North Jackson Youth Baseball Association.

www.msbusiness.com

2014 Leaders in Finance

VAN RAY Bank of Yazoo

According to Bank of Yazoo President and CEO Van Ray, community banks have a keen responsibility to invest in the small towns in which they serve. Recently, the Bank of Yazoo and a Dallas, Texas, bank teamed to provide Yazoo City low-income housing unit Magnolia Crossing with a $460,000 grant to assist with renovation efforts. A Pontotoc native, Ray joined the Bank of Yazoo in 1984 after receiving his MBA from the University of Mississippi. He also graduated from the LSU Graduate School of Banking and Independent Community Bankers of America Investment School at Vanderbilt University. Ray is past president of the Yazoo City Rotary Club, Martha Coker Home and Vice President of Kings Daughters Hospital. He currently serves as a board member of United Methodist Senior Services, as well as the Carl and Virginal Day Trust. Ray and wife Amy are active members of First United Methodist Church.

would like to congratulate one of our very own,

Va l u a t i o n & L i t i g a t i o n S e r v i c e s ! & ' "" ! # ' $$$ %

2014 Leaders in Finance

Mark Peach

for being selected as one of the

Leaders In Finance 2014. KPMG LLP | 188 East Capitol St., Suite 1100 Jackson, MS 39201 | (601) 714-7452 www.msbusiness.com

MARCUS ROBINSON Magnolia State Bank

At one time, Marcus Robinson had a dual career as a church pastor and vice president for commercial lending. Though he remains active in his church, Robinson now focuses his attention on his duties as the President and CEO of Magnolia State Bank. He began his banking career with Deposit Guaranty National Bank in 1984 as a credit analyst and later became a loan officer and senior leader in the Jackson, Hattiesburg and Meridian locations. Before joining Magnolia, Robinson served as an independent bank consultant, performing loan reviews and audits utilizing real estate and mortgage lending programs he developed. A Mississippi State University graduate, Robinson received his Master of Business Administration from the University of Southern Mississippi, taking night courses while working full-time at Deposit Guaranty. A Leaders for a New Century member, Robinson is also active as a volunteer with United Way and the March of Dimes.

WILLIAM B. STAGGERS Watkins, Ward and Stafford, PLLC

William B. (Billy Buck) Staggers earned a Bachelor of Business Administration degree at University of Mississippi in 1971. He joined Watkins, Ward and Stafford in 1973 and admitted to the partnership in 1984. Billy Buck is a member of the American Institute of Certified Public Accountants, Mississippi Society of Certified Public Accountants, MSCPA Taxation Committee, Mississippi Tax Institute and Mississippi Secretary of State Asset Protected Task Force Committee. With over 38 years experience, Staggersâ&#x20AC;&#x2122; practice is concentrated in individual, corporate, fiduciary and estate tax, estate planning, executor and estate administration, trusts and management advisory services. He is treasurer of Costal Conservation Association and the C. P. Winters Foundation and a member of Rotary, Ducks Unlimited and Bancorpsouth Advisory Board. Staggers is an active member of First United Methodist Church where he has served as chairman of the Finance Council, and been a member of the Administrative Council and a CDC Board member. He is married to Judy Staggers, and they have two sons, Robert and John Murphy.

www.msbusiness.com

2014 Leaders in Finance

HENRY W. STEVENS Watkins, Ward and Stafford, PLLC

Harry W. Stevens earned a Bachelor of Science degree at Mississippi State University in 1966. He joined Watkins, Ward and Stafford in 1967 and admitted to the partnership in 1975. Stevens is a member of the American Institute of Certified Public Accountants and Mississippi Society of Certified Public Accountants, as well as a past Board Member of the Mississippi Society of Certified Public Accountants. With more than 43 years experience, Stevensâ&#x20AC;&#x2122; practice is concentrated in governmental and non-profit audits, income taxes and peer reviews. Stevens is a member of First United Methodist. He is married to Andrea Stevens, and they have three children.

It is with great honor that we announce Marcus Robinson has been selected as one of Mississippiâ&#x20AC;&#x2122;s Leaders in Finance by the Mississippi Business Journal! 1-855-BANKMAG WWW.BANKMAGNOLIA.COM

2014 Leaders in Finance

Congratulations to Rhonda Hamilton, Sta-Homeâ&#x20AC;&#x2122;s chief ďŹ nancial oďŹ&#x192;cer, on her recognition as a Leader in Finance. Rhonda is just one more reason that Sta-Home is the right choice.

The right care. The right place. The right choice.

ď&#x2122;&#x2039;ď&#x2122;&#x192;ď&#x2122;&#x192;.sta-home | www.sta-home.com An employee-owned home health and hospice provider

www.msbusiness.com

TODD C. TAUZIN Northwestern Mutual

Loyalty is more than a word to Todd Tauzin, seeing that he’s spent the last 26 years with the same employer. In fact, he admires the loyalty, respect and communication skills displayed by man he greatly admires, the late President Ronald Reagan. Tauzin is a Wealth Management Advisor with Northwestern Mutual’s Jackson office. His main goal is assisting his clients in identifying their financial goals and creating a roadmap to long-term financial success. A graduate of the University of Louisiana-Monroe, Tauzin has been recognized by Northwestern Mutual as a Top 20 Advisor four times and recognized as Mississippi’s leading producer for the past 17 years. Active in the community, Tauzin is a current board member for the CJ Stewart Foundation and Buy From a Christian.com. Married with two daughters, Tauzin enjoys running, bird hunting and working out in his spare time.

IKE STONE TROTTER Ike Trotter Agency

Nobody ever accused Ike Trotter of being lazy or an underachiever. After all, the Greenville resident founded and operates a financial services firm, the Ike Trotter Agency. Additionally, Trotter writes a regular financial column for Life in the Delta magazine and frequently appears on Greenville’s CBS television affiliate as a guest and commentator on its “Delta Daybreak” morning show. A member of the Estate Planning Council, Trotter also is a sought-after speaker at financial industry conferences and symposiums, and serves on the Editorial Advisory Council of Advisor Today, the bimonthly publication of the National Association of Insurance and Financial Advisors. He’s won numerous honors over the years, including the “Lois Risher/Hall of Fame” Award and was recognized by the Mississippi Business Journal as one of the state’s Top Estate/Retirement Planning Consultants in 2006.

www.msbusiness.com

2014 Leaders in Finance

BRENT WALDROP BancorpSouth

A former member of the Mississippi Business Journal’s Top 40 Under 40 class, Brent Waldrop serves as President of BancorpSouth’s Tupelo Banking Division. Waldrop has over 16 years of experience with BancorpSouth, including a decade in the Premier Banking area serving the bank’s executive and professional clients. He earned a Bachelor’s of Science in Business and Marketing from the University of Southern Mississippi and is a graduate of the Barrett Graduate School of Banking and the Barrett School of Banking Commercial Lending Academy. An active member of Harrisburg Baptist Church, Waldrop serves as President of the Association of Excellence in Education and as a board member or officer with several other Tupelo community organizations.

CHANGING JOBS? RETIRING? Don’t forget about your retirement plan. Do you need help with: • Retirement plan distribution? • Reducing or eliminating tax penalties? • Reaching your retirement goals? Your Thrivent Financial representative can help. Call today.

Thrivent Financial was named one of the “World’s Most Ethical Companies” by Ethisphere Institute from 2012-2014.

Jaye Germany, Sr., MBA Financial Associate 601-604-4273 jaye.germany@thrivent.com

Thrivent Financial and its respective associates and employees cannot provide legal, accounting, or tax advice or services. Work with your Thrivent Financial representative, and as appropriate, your attorney and/or tax professional for additional information. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. For additional important information, visit Thrivent.com/disclosures.

Appleton, Wisconsin • Minneapolis, Minnesota • Thrivent.com • 800-847-4836 21109C R3-14

2014 Leaders in Finance

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HARRY M. WALKER Trustmark National Bank

Harry Walker is president of the Central Mississippi region for Trustmark, and serves on the Board of Directors. He joined Trustmark in 1972, and has been Chief Lending Officer, Real Estate Department Manager and Head of Municipal Investments. A native of Taylorsville, Walker is a 1972 graduate of the University of Southern Mississippi, and earned an MBA from Mississippi College. Heâ&#x20AC;&#x2122;s active in civic and community affairs, including Chairman of the Mississippi Baptist Medical Center, and serves on the boards of the Andrew Jackson Council of the Boy Scouts of America, Blue Cross Blue Shield Foundation, Downtown Jackson Partners, and a number of other civic organizations. Walker has also been president of the Mississippi Bankers Association. He has been Chairman of the YMCA, the Metro Jackson Chamber, the Mississippi Museum of Art, and the United Way of the Capital Area. Walker has been married to Deery Mott Walker of Yazoo City since 1977, and they have 2 grown children, Anna and Will, who reside out of state.

Congratulates

Dr. Nancy Anderson

For being selected by Mississippi Business Journal as a Leader in Finance Class of 2014 24

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TRUSTMARK SALUTES HARRY WALKER AND MISSISSIPPIâ&#x20AC;&#x2122;S LEADERS IN FINANCE. People you trust. Advice that works. Member FDIC

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2014 Leaders in Finance

JOHN H. WILLIAMS Williams, Weiss, Hester & Company

For John Williams, being a trusted adviser in the accounting industry means being available while providing insightful advice to enable clients to make informed financial decisions. Through hard work and high standards, the University of Mississippi graduate has helped lead the organization to becoming one of Mississippiâ&#x20AC;&#x2122;s most respected accounting firms. A managing member of Williams, Weiss, Hester & Company, PLLC for over a quarter of a century, Williams serves the firm as Consulting Principal and focuses his attention on the role of financial adviser. He holds a Personal Financial Specialist designation to compliment the financial advisory practice with the Raymond James Financial Services branch within the Williams, Weiss, Hester & Company. A member of the American Institute of CPAs and the Mississippi Society of CPAs, Williams holds series 7, 66, and 63 licenses.

Watkins, Ward and Stafford, PLLC PROFESSIONAL LIMITED LIABILITY CO.

CERTIFIED PUBLIC ACCOUNTANTS ACCOUNTING, AUDITING and TAX SERVICES

Proudly Congratulates

Harry Stevens & William B. Staggers On being chosen one of the 2014 Leaders in Finance

http://www.wwscpa.com With locations in: Columbus Eupora Jackson Amory

Louisville Okolona Houston Macon

Philadelphia Starkville West Point Pontotoc

RESPECTED, TRUSTED AND VALUED BY OUR CLIENTS FOR OVER 65 YEARS

2014 Leaders in Finance

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Honorees, sponsors and their friends and families gathered Sept. 19 at the Trademart for the annual Leaders in Finance Awards Luncheon.

AWARDS LUNCHEON Leaders in Finance honorees were recognized Sept. 19 during a banquet at the TradeMart in Jackson. Photographer Deryll Stegall captured the event. See more of his photos at http://msbusiness.com/events/leadersin-finance-event-slideshow/. There was plenty of networking and sharing at the Leaders in Finance Awards Luncheon.

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2014 Leaders in Finance

Seated at the head table were, from left, MBJ advertising director Tami Jones, Madison County Business League director Jan Collins, who gave the invocation, MBJ Publisher Alan Turner, MBJ Editor Ross Reily and WAPT anchor Stephanie Maxwell, both of whom helped recognize the Leaders in Finance honorees.

Clay Foster, president and CEO of Journal, Inc., MBJâ&#x20AC;&#x2122;s parent company

2014 Leaders in Finance

WAPT President and General Manager Stuart Kellogg gave the Pledge of Allegiance.

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Mississippi bluesman Jesse Robinson was a surprise guest performer at the luncheon.

Raphael Semmes and his band performed during the luncheon.

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Jeff Goode of Mangia Bene Catering tells diners about the meal heâ&#x20AC;&#x2122;s about to serve.

2014 Leaders in Finance

Honorees Van Ray, left, and Stan Purvis, second from right.

Honoree Todd Tauzin, right.

From left, Jan Collins, Linda Bynum and Vickie Powell.

Honoree Samuel Britton, right.

2014 Leaders in Finance

Honoree Jaye Germany, right.

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Class of 2013 Dennis Ammann.................................................People’s Bank Robbie Barnes ................................................PriorityOne Bank J. Frank Betts ...................................................Eubank & Betts Jimmy Brown.........................................Regions Financial Corp. Thomas Brown..........................................Magnolia State Bank Paul Calhoun..............................Haddox Reid Burkes & Calhoun Laura Brame Cerra...............................Laura Brame Cerra CPA Carl Chaney................................................Hancock Holding Co. Thomas Colbert....................................Community Bancshares Arty Finkelberg ...........................Raymond James & Associates Curt Gabardi.........................................Metropolitan BancGroup Dorothy Gray ..........................................Grantham/Poole CPAs Charles Hawkins ...................................T.E. Lott and Company Dan Holliday..................Carr Riggs & Ingram CPAs and Advisors Jerry Host .............Trustmark Corp. and Trustmark National Bank Scott Hudson ..........................................................Wells Fargo Benny Jeansonne ..............................................Silas Simmons

Charles Lindsay ...........................Matthews Cutrer and Lindsay David Lott ...............................Taylor, Powell, Wilson & Hartford George Marks ........................................................Copiah Bank Archie McDonnell .................................Citizen’s National Bank Robin McGraw .....................Renasant Corp. and Renasant Bank Jarome Milner......................................................Edward Jones Gerry Mitchell ......Community Bank and Community Investment Carl Nicholson.........................................Nicholson & Company John Paris .........................................................May & Company Charles Rea........................................Rea, Shaw, Giffin & Stuart Joe Rice..........................................Raymond James & Associates Dan Rollins...........................................................BancorpSouth Ralph Ross .........................................................................BKD Richard Russ............................................. Tann, Brown & Russ James L. Stafford ............................Watkins, Ward & Stafford Stacey Wall ..........................................................Pinnacle Trust Ashley Willson .............................................................. KPMG

GOOD NEWS Congratulations to

MARCUS ROBINSON for being selected by Mississippi Business Journal as a

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2014 Leaders in Finance

Proud of our leaders who make life better. Congratulations, Greg Garraway, on being named a Leader in Finance. Regions is proud to congratulate our own Greg Garraway on being named among the Mississippi Business Journal Leaders in Finance. Leadership has always been important to Greg, who serves as South Mississippi Area President for Regions Financial Corporation. He strongly believes that being a good leader requires personal sacriďŹ ce and being available and visible, particularly in tough times. A native of Hattiesburg, Greg is also an active leader in his community. He has served with the Hattiesburg Rotary Club, the Boy Scouts of Southeast Mississippi, and as past chairman and current board member of the Area Development Foundation. Congratulations, Greg, on your honorable achievement.

ÂŠ 2014 Regions Bank.