STAFF PROFILE

 

 

Brad L. Bailey, CPA, MT

Shareholder

Brad specializes in tax consulting, tax planning, and management advisory services for closely-held businesses and corporate executives.  He is an expert witness in the areas of business valuation and divorce settlements.  His experiences in dealing with the IRS help him generate positive results for his clients in audit disputes.

Brad provides financial guidance to service-based industries such as real estate developers,law firms, optometrists, dentists and engineers. He passed the Series 7 and 66 examinations and is a registered representative with 1st Global Advisors, Inc. Through this affiliation, he assists clients in retirement plan design and implementation, estate and personal financial planning issues.

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Education Virginia Tech BS in Accounting
  Virginia Commonwealth University Masters of Taxation
  American College Chartered Financial Consultant
     
Professional Experience Cherry, Bekaert, and Holland Tax Manager
  Charles M. Terry & Company Tax Supervisor
  BDO Seidman Tax Senior
  Internal Revenue Service Revenue Agent
     
Professional Memberships American Institute of CPAs  
  Virginia Society of CPAs  
     
Community Involvement Midlothian Rotary Club Past President
  Midlothian Rotary Foundation Past Executive Treasurer
  Midlothian YMCA Past Member of the Advisory Board
  Richmond Chamber of Commerce Business Roundtable Leader
  Salisbury Country Club Past Treasurer  
Past Member of the Board
  Bon Harbors Community Association Past Member of the Board
  Bon Air Baptist Church  
  Virginia Tech Alumni Association  

Meet Brad Bailey
Having grown up in Roanoke, Virginia, Brad is an avid Virginia Tech Hokie fan. He enjoys playing tennis, fishing and tubing on the Potomac River with his family.  He passed the CPA exam on his first sitting and has more than 25 years of experience with business tax planning.

"Understanding my clients' needs and concerns helps me develop relationships with them. My overall goal is to work with clients over time so that, together, we can create long-term success."

William L. Gregg, CPA/PFS, CFP®

Shareholder

Bill provides closely-held businesses and individuals with accounting, tax, consulting and financial services.  He passed the Series 7 and 66 examinations and became a registered representative with 1st Global Advisors, Inc. He successfully challenged and passed the Certified Financial Planner examination. With this background, Bill assists clients on a variety of investment, insurance, estate and personal financial planning issues.

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Education University of Virginia

BS in Commerce (Concentration in Accounting)
     
Professional Experience Hardy & Gregg, CPAs Shareholder
  Peat, Marwick, Mitchell Staff Accountant
     
Professional Memberships American Institute of CPAs PFP Division
  Virginia Society of CPAs  
  Financial Planning Association  
     
Community Involvement Midlothian Rotary Club Charter Member  
Executive Treasurer
Past Board Member
Past Chairman of Rotary Foundation
Past Chairman of Charity Committee
  Rotary International District 7600, Past Treasurer
  Salisbury Country Club Past President
Past Vice President
Past Member of the Board
Past Chairman of General Planning and Finance Committee
  Salisbury Presbyterian Church Past Member of Finance Committee
  Robious Elementary PTA Past Treasurer
  Chesterfield County Drug Court Past Member of the Board
  Chesterfield County Past Member of the Revenue
Resources and Infrastructure Committee
  University of Virginia Alumni Association Member
  Virginia Athletics Foundation Member

Meet Bill Gregg
Bill spends his spare time doing yard work (reluctantly) and playing with his grandchildren (gladly). Sunday afternoons are on the golf course with a group of equally-challenged duffers. He and his wife spend fall and winter afternoons or evenings traveling to Charlottesville to watch UVA compete in football and basketball.

Catherine H. Brooks, CPA

Cathy brings nearly 20 years of accounting experience to Gregg & Bailey, with the last eight of those years at our firm.  During that time, Cathy has built relationships with a variety of clients but with an emphasis on corporations, partnerships and non-profits.  Additionally, Cathy has built a vast knowledge base related to trust and estate tax returns.  While a complex area, Cathy’s work in fiduciary tax preparation helps individuals during a difficult time in their lives.  Her knowledge helps to lessen the burden for many clients as they move through the tricky and emotional task of estate and trust administration. 

 


Education Virginia Commonwealth University BS in Accounting
     
Professional Experience CMI Octagon, Inc.  
  Prince George Electric Cooperative  
  Circuit City, Inc.  
  Pinecrest Timber Company  
     
Professional Memberships American Institute of CPAs  
  Virginia Society of CPAs  

 

Meet Catherine Brooks

This Hopewell, VA native enjoys spending time with her family, volunteering at school and taking her two sons to various activities.  Cathy also enjoys drive-in movies, scrapbooking, and movie and game nights.

 

Bradford L. Gregg, CPA/PFS, CFP®

Brad specializes in individual income tax return preparation.  He passed the Series 7 and 66 examinations and became a registered representative with 1st Global Advisors, Inc. Through this affiliation, he assists clients on a variety of investment, insurance, estate and personal financial planning issues.

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Education Virginia Tech  
  Virginia Commonwealth University  
     
Professional Experience Colonial Athletic Association Assistant Commissioner, Operations
     
Community Involvement Virginia Tech Alumni Association Member
  Crestwood Presbyterian Church  
  Evergreen Elementary School PTA Treasurer

 

Meet Brad Gregg

Brad is dedicated to client success. "We want to see our clients succeed and reach their personal and business goals and will provide whatever resources we can to help them."  He is a Certified QuickBooks ProAdvisor, which provides him the knowledge to assist clients with a variety of accounting issues.  When he is not in the office, he can be found spending time with his family or on the golf course.

Kari A. Forden, Office Manager

Kari’s 15 plus years of experience in the financial industry provide her with an intuitive understanding of customer needs.   Her focus is to deliver exceptional customer service while streamlining office operations to take full advantage of technology. 

As an Assistant Branch Manager for SunTrust Bank, Kari learned the intricacies of federal and state financial regulatory requirements, privacy requisites and security concerns.  She honed her team-building skills to create a friendly and productive working environment where staff is engaged and proficient.  She brings this knowledge along with a passionate personality that touches all around her to Gregg & Bailey.   As Kari oversees the firm’s day-to-day operations, she continuously looks for ways to inject more efficiency into the processes.


Education John Tyler Community College AS in Business Administration
     
Professional Experience SunTrust Bank Assistant Branch Manager
     

 

Meet Kari Forden

Kari enjoys the camaraderie at Gregg & Bailey.  “There is definitely a family atmosphere here where the employees take pride in their work and actually appreciate each other’s company.”  Kari also enjoys yard work, cleaning, watching dirt bike racing and spending time with her family.

Elizabeth A. Llewellyn, CPA

Shareholder

Beth Llewellyn specializes in income tax return preparation and planning for closely-held businesses. In addition, Beth prepares financial compiled or reviewed financial statements primarily in the construction, real estate, professional services, manufacturing and wholesale distribution industries.


Education Bridgewater College BS in Business Administration (Concentration in Accounting)
Minor in Economics
     
Professional Experience Private Advisors, LLC  
  Witt Mares and Company  
  Virginia Historical Society  
  PBGH, CPAs  
     
Professional Memberships American Institute of CPAs  
  Virginia Society of CPAs  
     
Community Involvement Rotary Club of Powhatan Treasurer
  Huguenot Trail Rotary Club  
  May Memorial Baptist Church  

 

Meet Beth Llewellyn

Beth enjoys sports, reading, scrapbooking and spending time with her children. She spends many hours watching her children participate in sporting events and helping their teams.  She completed the American Institute of CPAs Tax Academy for Advisors of Small Businesses.

Heather Nelson, CPA

Having grown up around several small businesses, Heather has seen what goes on “behind the scenes” and understands what makes a business successful.   She especially enjoys watching her clients effectively “build their brand” in the community and helping them to implement the financial systems to support that growth.  Her experience ranges from general bookkeeping to invoicing to payroll and Heather looks forward to expanding her financial skill set into new areas while at Gregg & Bailey.

 

 

 

 

Education Randolph Macon College BA in Accounting
Professional Experience Heritage Electrical Corporation  
Community Involvement Richmond Animal League Volunteer  
     

 

Meet Heather Nelson

An avid outdoor type, Heather stays active with her family white water rafting, horseback riding, even skydiving and spending time at the beach.   Having grown up in Midlothian, Heather has deep ties with The Richmond Animal League (RAL), where she volunteers her time to satisfy her passion for animals.   On weekends, she has been spotted doing any number of jobs including walking dogs, cleaning cages, laundry and has even fostered dogs in her home.

 

Jennifer W. Staib

Jenn wears many hats at the firm, but her main focus is handling clients' bookkeeping and payroll needs in house and onsite. Her experience with bookkeeping and congenial personality allows her to offer exceptional customer service to her clients.


Education Virginia Tech Pursued Business Management
     
Professional Experience Signet Bank/First Union Teller Supervisor
  Commonwealth Dental Solutions Bookkeeper
Staffing Coordinator
  The Bag Lady Bookkeeper
     
Community Involvement Monacan High School PTSA President
  Monacan Sports Boosters Representative
  Saint Marks Methodist Church Member
  VMI Keydet Club Member

Meet Jenn Staib
Jenn was born and raised in Hampton, VA, but now resides in Midlothian. She and her husband are busy juggling their 3 boys’ sports schedules. When she can find free time she loves to read, travel and cheer on her boys as they play football, basketball and baseball. In the fall they travel on weekends wherever the VMI football team goes to support their oldest son, Go Keydets!

Cindy Spencer

Cindy’s sharp eye for detail and her 20 plus years of customer-focused positions make her an ideal choice as an associate at Gregg and Bailey.

Cindy’s nearly 15 years of experience managing back office operations for a multi-unit convenience store honed her bookkeeping skills. Hiring and training staff to ensure an attention to customer service was priority one for Cindy. Her philosophy of trying to avert problems before they arise by instituting proper processes and procedures is in line with Gregg and Bailey’s philosophy of creating long-term relationships built on trust and service delivery. Cindy used these skills as an assistant at a dental practice to make patients feel comfortable – not an easy task. Additionally, she maintained her cheery disposition while also overseeing administrative tasks, including stewarding claims through the insurance process.


Professional Experience Spencer’s Express
  Dr. John Balon D.D.S.  
  People’s Bank of Chesterfield  
  Jefferson National Bank  
     
Community Involvement YWCA Child Development Center  

Meet Cindy Spencer
This Chesterfield, VA native enjoys heading to the beach as much as possible to get some rest and relaxation and catch up on her reading. An animal lover, Cindy’s dog Sally, a Peekapoo, and cat “Rascal” keep her busy at home. As a self-described “neatnik”, Cindy can always be counted on to keep things organized. She also relishes doing any number of fun things with her daughter.

Brandy Frost

Gregg & Bailey’s newest associate, Brandy Frost, brings 15 years’ experience in accounting, management and administration to our firm, along with a wealth of small business expertise. Brandy understands the ins and outs of accounting, from general ledger, account reconciliation and payroll to financial statement preparation. Her first-hand experience working with auditors from the client perspective gives Brandy unique insight and a firm grasp of various financial situations while assisting Gregg & Bailey clients. Additionally, Brandy adds a comprehensive knowledge of the fiscal intricacies within a non-profit setting.


Education Virginia Commonwealth University B.S., Accounting
Professional Experience Atlantic Management, LLC.  
Community Involvement Professional Association of
Therapeutic Horsemanship International
 

Meet Brandy Frost
This home-grown Midlothian native is an accomplished equestrian with a passion for helping others. Brandy is a PATH International Certified Riding Instructor who promotes safe and effective equine-assisted activities for special needs adults and children. Brandy believes that people with disabilities, their families and friends, can achieve an enriched quality of life through the physical and emotional development that happens with therapeutic horseback riding. Brandy also enjoys playing volleyball, running and spending time with her family.