Jason Holland, CFP®, CPA, AIF®
Prior to co-founding Starr-Mathews Financial, LLC, Mr. Holland was responsible for the private banking efforts of AmSouth (now Regions) bank in the Georgia markets. He began his career with a regional accounting firm, where he later became a partner. Early in his career, Mr. Holland worked primarily as a tax advisor and business consultant for high net worth individuals and family businesses. Mr. Holland began working full time in the wealth management field when he and a fellow partner established a separate wealth management firm.
Through Starr-Mathews Financial, Mr. Holland specializes in providing independent, fee only consulting to retirement plans and individuals. Mr. Holland and the firm strongly believe implementing an effective process coupled with the benefits of unbiased choice available through an open-architecture platform results in the most potential for client success.
Mr. Holland received his CPA in 1998 and earned his CERTIFIED FINANICAL PLANNER designation in 2000. He also holds the Accredited Investment Fiduciary designation.
A native of Georgia, Mr. Holland graduated from Furman University in Greenville, South Carolina with a B.A. in Accounting.
Lisa McCanless, CFP®, CPA
Lisa McCanless offers independent benefits consulting and third-party plan administration. Her client base has ranged from Fortune 500 employers to those sponsoring small, unaudited plans. She specializes in creating and monitoring customized retirement plan strategies. Additionally, she utilizes her background as former pension plan auditor to assist clients during annual audits and regulatory exams.
Before establishing her own practice, Ms. McCanless was responsible for the pension segment of a regional accounting firm where she developed a comprehensive capability in pensions benefits through her work in many areas of pension plan management, including plan administration, plan audit, IRS audit representation, plan design and 5500 preparation. Prior to that, Ms. McCanless held a variety of accounting positions with Georgia-Pacific Corporation, ending her service there as a Process Improvement Supervisor, where she analyzed and documented workflows in order to streamline and enhance accounting and information processes. She utilizes many of these concepts in her pension work today.
Ms. McCanless became a licensed CPA in 1997 and a CERTIFIED FINANCIAL PLANNER™ in 2009. She is a graduate of Rhodes College in Memphis, TN, with a Bachelor of Arts in Business Administration.
Daniel A Payne, CFP®, CPA
Mr. Payne began his career with a regional accounting firm, where he later became a partner. Early in his career, he worked primarily as a contract CFO and business consultant for various insurance companies located throughout the US. Mr. Payne began working full time in the wealth management field when he and Jason Holland established a separate wealth management firm.
Through Starr-Mathews Financial, Mr. Payne specializes in providing independent, fee only consulting to retirement plans, businesses and individuals. He enjoys using his background founded in accounting to help clients define, plan and accomplish their goals.
Mr. Payne received his CPA in 1996 and earned his Certified Financial Planner® designation in 2000. While serving in the Air Force, Mr. Payne graduated from Mount Olive College in Mount Olive, North Carolina with a B.S. in Accounting.
Starr-Mathews Financial, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.