Our team of enthusiastic professionals understands the value true professionalism brings to your organizations. We provide the services you need, when you need them, to help you grow and improve your business.
DAVID WORLEY, CPA
Partner & President,
CPA License #: NC 11276
Mr. Worley has practiced in Asheville since 1977, owning his own firm since 1979.
A nationally recognized speaker, Mr. Worley has presented on tax matters around the country, and is the co-author of “The IRA Owned LLC and Trust,” a companion volume to a series of nationally attended seminars.
An active member in the community, Mr. Worley has worked on a task force establishing procedures for the City of Asheville Affordable Housing Trust Fund, has chaired national real estate conferences, and conducts area seminars on tax and planning matters.
RHONDA WOODBERY, CPA
Partner,
CPA License #: NC 33257 & GA 22492
With over 30 years of public accounting experience serving clients in a broad range of industries, Rhonda has a depth and breadth of knowledge that informs her accounting and advisory practice and offers clients a robust understanding of tax code, best practices, and financial strategy.
Rhonda began working with David G. Worley, CPA, PA, in 2007 after relocating back to Asheville from Atlanta, Georgia. A partner with the firm since 2012, she provides consulting and tax services to both corporate and individual clients nationally, as well as general accounting and audit services. Her practice areas also include Agreed Upon Procedures, Audits, Reviews and Compilations.
CASEY BEDTELYON, CPA
Senior Accountant,
CPA License #: NC 41683
Casey provides clients with professional expertise in the areas of tax matters and accounting. With 8 years of experience working in a firm out of Virginia Beach, VA, Casey focuses his work on helping clients navigate the ever-changing and oftentimes growing complexity of the U.S. tax system. Casey graduated from the University of North Carolina at Greensboro with a Master of Science in Accountancy. He also holds a Master of Business Administration and a Bachelor of Science in Business Administration and is a certified QuickBooks Pro Advisor.
“The camaraderie of the people here is what makes WWA so unique; The team effort approach that goes into each service provided.”
Brian Joseph, CPA
Senior Accountant,
CPA License #: NC 41708 & TN 23594
Brian’s knowledge and attention to detail provides an advantage for our clients and is a perfect example of what makes us different than most CPA firms. Brian is originally from Johnson City, Tennessee where he held a position as a Senior Accountant and worked in the accounting industry for five years. He holds experience in tax, audit, financial statement preparation and reporting, reconciliations, budgeting, statistics, forecasting, and process improvement. He currently lives in Asheville with his wife and daughter.
“Worley, Woodbery, & Associates creates a nurturing, family atmosphere where it is evident that they care about each other’s successes. They are innovative and forward-looking in their industry.”
TARA LONNEMAN
Senior Accountant
Tara is skilled in accounting, bookkeeping, and financial matters. She finds fulfillment in solving complex tax and accounting problems for every client’s unique set of characteristics and needs. She is a graduate of the University of Kentucky with a B.S. in Accounting, and has an MBA from Thomas More College, and has worked for private companies in Australia and the United Kingdom.
“WWA is communicative, creative, and respectful and it is not uncommon for us to engage in long conversations around how we can give back, better.”
Allison Merritt
Senior Accountant
Allison is a native of Hendersonville, NC. She has a Bachelors Degree in Accounting from Western Carolina and is currently working on her Masters in Accounting while holding a 4.0 GPA. Allison holds an impressive background in the accounting field and has a natural talent for leadership. She has experience in tax preparation, bookkeeping, tax planning, consultation, and management. Allison will be sitting for her CPA exam in the Spring of 2019.
“We are one big family here at WWA. Part of what makes the firm so special is that we welcome our clients into that family too.”
JESSIE PHILLIPS
ACCOUNTANT
Jessie joined WWA in January of 2017 as an Intern after graduating from UNCA with a degree in Accounting. Jessie brings a very positive and uplifting presence with her to work every day. She has an ambition for learning new skills and growing her knowledge in her accounting career. Jessie is a Yancy County native who has a strong passion for the outdoors and animals.
MOLLY WALKER
Firm Administrator
Molly has excellent organizational and executive skills. With a background in Human Resources within a banking environment and a familiarity with finance and accounting, Molly’s strengths include client communication, front office administration, and streamlined back-office production. Molly graduated with honors from Mars Hill University. Molly enjoys time with her children and camping.
“This firm thrives on taking a business or a personal financial investment from the ground up and seeing the success that it becomes. At the end of each day, if I can leave feeling like I contributed to that, I am happy.”
SANDY MORRISON
Administrative Staff
Sandy joined WWA in March of 2015 to assist with the growing workload of administrative duties. She relocated to Asheville in 2011 from Illinois and brought with her over 30 years of office and business procedure experience from a variety of industries. Sandy’s duties include tax return assembly, electronic document conversion, delivery, and data entry. In her free time, she enjoys boating, hiking, gardening and backyard birding.
“I find satisfaction in being able to help a client, whether it’s getting a copy of their tax return sent right away or troubleshooting/researching something for them.”
