Broker Check

Who We Are
Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.

Our team of professionals
can help you address:

  • Tax planning strategies
  • Business accounting needs
  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues

We also can answer
your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

*Investment and financial services are offered by Jennifer Winchell and Jim Durham through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM

Jennifer Winchell, CPA, CFP ®

President | Tax and Wealth Advisor

(615) 662-2808

(615) 627-0163

jennifer@winchellcpa.com

Jennifer joined the firm Jim Durham CPA in 2001 as a staff accountant and became partner in 2016.  As Jim's successor and through Jim's transition into retirement,  the firm will slowly transition from Jim Durham CPA to...

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Jim Durham, CPA

Wealth Advisor

(615) 662-2808

(615) 627-0163

jim@winchellcpa.com

Jim Durham grew up in East Tennessee and attended East Tennessee State University. He received his CPA license in 1970. He has been in both public and private accounting, including serving as the Director of Finance for the Tennessee...

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Jared Ford

Staff Accountant

jared@winchellcpa.com

Jared joined the firm in the beginning of 2021. He obtained his Computer Accounting A.A.S degree from Nashville State Community College. With a thirst for more knowledge, he continued his education and graduated from St. Leo University...

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Maria Gembe

Staff Accountant

maria@winchellcpa.com

Maria has a Bachelors of Science degree in accounting from Murray State University. She is detailed-oriented and perfect for your bookkeeping needs with here experience in QuickBooks Online.  Although she is a native to the state...

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Debbie Alexa

Administrative Assistant

debbie@winchellcpa.com

Debbie joined our firm in the beginning of 2022.  She comes to us from Florida with decades of experience in administration from top CPA firms.  After moving to Nashville to be closer to family, she plans on making this her...

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