Affiliations

We are a comprehensive advisory firm that seeks to assist motivated individuals, families and small businesses. We aspire to facilitate the discovery and fulfillment of their financial promises. We employ our disciplined process to achieve customized and tax-optimized solutions. Our firm combines both holistic focus and expertise with a client- centric service experience. We enable our clients to attain a secure peace of mind with a life of dignity and independence.

J. Scott Powell, CPA, PFS
Managing Partner
Director of Wealth and Tax Planning

Scott founded the company in 1996 after his desire to serve his clients holistically grew. The need for tax planning, accounting services and wealth management were desired by many but effectively delivered by few. Scott successfully filled this void. He leads our planning teams and is our managing partner. Serving the needs of the families and having significant impact on behalf of them are what drive the motivation of his role. Family, cooking, and travel are his passions. Scott enjoys the outdoors through golf, boating, hiking and most things that get you outside.

Kathleen Edwards, CPA
Partner
Director of Tax and Accounting

Kathleen joined Arrow Advisory as a partner in 2019, bringing more than 13 years of experience in the public accounting sector and 5 years as a CFO in the private sector of accounting. This has created a diverse background to advise clients on complicated issues with a deep understanding of what business owners face day-to-day. In her personal time, she loves playing tennis and almost anything outdoors with her husband and two kids.

Kellie Bair
Director of Financial Services
Kellie Bair
Director of Financial Services

Kellie has been with the Arrow Advisory since early 2005. She is licensed financial advisor but focuses on the implementation side of the business. She is the point of contact if you have any questions about your Wealth Management and Financial Planning service process.

Kellie considers herself a “foodie” and enjoys cooking and walks in the woods or on the beach. She also likes treasure hunting at antique stores (and Homegoods). She is a college football fan, and as an alumnus of Clemson, is a proud Tiger.

Michael Bayless, JD
Financial Advisor
Michael Bayless, JD
Financial Advisor

Michael is a licensed Financial Advisor who focuses on goal-based financial planning. His unique background encompasses both law and business, which complement his current role by enabling him to provide insightful advice to his clients. He is an avid “car guy” which tests his wife’s patience at times but, makes it up to her by traveling and going on adventures whenever possible.

Sandi Burgin
Senior Staff Accountant
Sandi Burgin
Senior Staff Accountant

Sandi has decades of experience and knowledge in tax preparation and accounting. Her passions include traveling, boating, cooking, and of course, shopping.

Ben Crane, CPA
Tax Manager, Financial Advisor
Ben Crane, CPA
Tax Manager, Financial Advisor

Ben Crane, CPA joined Arrow Advisory as a Staff Accountant in 2019. He was promoted to the role of Senior Accountant in 2021 and received his CPA licensure in 2022. He grew up in Hartsville, South Carolina and moved to Charleston to earn his degree at the College of Charleston. He graduated with a Bachelor of Science in Accounting and proceeded to attend the master’s program at College of Charleston, completing his Master of Science in Accountancy in 2013. He moved to Chicago in 2014 where he worked as trader and market maker in the futures industry until 2019. In 2019 he returned to Charleston to resume his career in public accounting. Most recently, he has obtained his Series 7 and Series 66 licenses. Ben’s unique background and breadth of knowledge in financial markets, tax, and accounting and not to mention is golf obsession, is an asset to our firm and can be for yours too.

Nicole Heugel
Client Experience Specialist
Nicole Heugel
Client Experience Specialist

Nicole’s passion and background in service and hospitality makes her an invaluable addition to the team by elevating the overall client experience. While not working, she loves boating, hunting for beach glass, and petting every dog she sees.

Conny Johnson
Staff Accountant
Conny Johnson
Staff Accountant

Conny, who has been with Arrow Advisory for over 15 years, has become part of the family to many of her long term clients. In her free time, she loves spending time with her 3 grandchildren and traveling.

aleks
Aleks Knuepfer
Senior Staff Accountant
aleks
Aleks Knuepfer
Senior Staff Accountant

Aleks has had a diverse work background. After working almost 10 years as a Finance Manager for a small, Charleston-based company, she has returned to the finance realm to continue to serve small businesses. She spent 5 formative years learning from Kathleen and is thrilled to be able to join the Arrow Advisory team and serve clients, both new and familiar. Aleks is presently based in Colorado where she enjoys outdoor activities, such as hiking, skiing, and camping.

Jenny Laguna
Staff Accountant
Jenny Laguna
Staff Accountant

Jenny loves serving the Charleston community. In her spare time, she enjoys bike riding and church events. She was a client to the firm for several years and loved the integrity of the staff so much that she decided to go back to school and pursue accounting.

justin
Justin G. Lamb, EA
Senior Staff Accountant
justin
Justin G. Lamb, EA
Senior Staff Accountant

Justin is a dedicated tax account with a keen eye for datil and passion for helping clients navigate the complexities of tax regulations. Outside of work, he enjoys fishing, fining peace in nature by the water, and unwinding with friends with board games and other activities.

Jenelle Massa
Accounting Manager
Jenelle Massa
Accounting Manager

While Jenelle has dedicated most of her adult professional career to Arrow Advisory, she doesn’t spend all of time working. In her downtime, she enjoys spending time with her children and attending their sporting events. She is known as the “Queen Soccer Mom.” She loves to cook and experiment with new recipes, cuddle with her dog Brooks, and watching cooking shows, crime shows and football. She is a huge fan of the UT Vols and TN Titans.

Jessica Reeves
Client Operations Specialist
Jessica Reeves
Client Operations Specialist

When she is not assisting our clients with their wealth management and tax needs, she is busy raising her 4 children. In her spare time, she enjoys hiking with her children and 3 rescue dogs and practicing yoga.

Dee Wenk
Staff Accountant
Dee Wenk
Staff Accountant

Dee enjoys building relationships with her clients and helping them grow. In her spare time, she love spoiling her granddaughter and spending time with family. She is an avid football fan and her favorite team is the Baltimore Ravens.