Our Financial Design Team

REFM -  Adrian Photo Square - CATOBAdrian G. Simmons
Chief Creative Designer, CPA, MBA, Principal

Adrian G. Simmons graduated from Loyola University Maryland with his undergraduate degree in accounting and holds an MBA degree with a concentration in finance. He has experience as an auditor with one of the Big Four accounting firms and joined his father in public practice in 2002. Adrian’s professional designations include being a member of the American Institute of CPA’s, Maryland Society of Accountants, Certified Quickbooks Pro Advisor and a Certified Xero Advisor. What he enjoys most about his job is spending time with customers and helping to create something that makes their life better in some way.

“The things we see everyday are the things we never see at all.” ― G.K. Chesterton


dgsDavid G. Simmons
CPA, Investment Advisor Representative, Principal, Founder

David G. Simmons holds his undergraduate degree in accounting from top ranked University of Maryland and has completed extensive graduate work in the field. In addition to being in public practice since 1976, David’s professional background ranges from being an auditor with a Big Four accounting firm and senior accountant for a major government contractor, to being a controller for a realty corporation and assistant treasurer for one of the larger school boards. David is a member of the Maryland Society of Accountants, Florida Institute of CPA’s and is an Investment Advisor Representative.

With decades of experience behind him, David maintains a desire to learn, solve problems and of course, helping people. Outside of the accounting world, David also enjoys both science and history.

“It’s going to be a better tomorrow.”


VFJVirginia F. Jackson
CPA, Ideator and Collaborator

Once honored with having a poem written in high school published in a book of poetry, Virginia now says she’s only recognized as being a mother to her one year old daughter, which is her favorite recognition. There’s plenty more to her résumé; Virginia graduated from Howard University in 1994 with a BA in accounting. She started her career as an auditor with Arthur Anderson working with clients primarily in the high tech, bio-tech and retail industries and as lead senior on IPOs. Virginia later went on to manage accounting departments as a controller for both publicly traded and privately held corporations. Virginia enjoys helping and teaching people. She loves when a client has that “ah hah” moment and she sees the light bulb going on. That’s when she feels she is making a difference in helping them understand something they didn’t know before.

“Hard work spotlights the character of people: some turn up their sleeves, some turn up their noses, and some don’t turn up at all.” – Sam Ewing


SNOSharnice N. Oliver
Customer Advocate, Team Support, Ideator and Collaborator

Sharnice joined the team in October of 2011 and has since been steadily learning and developing her skills. She has a background in customer service and banking — banking is a bit of a flip from accounting. It’s been entertaining redefining the vocabulary but Sharnice is more than eager to learn. She considers herself strange for enjoying accounting as much as she does and even finds the IRS website fun. She plans on becoming an Enrolled Agent and furthering her skills to better help clients and. Sharnice enjoys her job most because there’s never an end to the learning process — it’s a constant flow of knowledge.

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou