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 FINANCIAL 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. Mr. Holland and his wife Carol are active members of First Baptist Church, where he is a deacon. They have one daughter.
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.
William S Saville, CFP®
Before joining Starr-Mathews Financial, Mr. Saville was the manager of the Trust Department in Georgia and South Carolina for the Regions Bank Private Wealth Management Department since November, 2006. Before moving back to the Atlanta area near the end of 2006, he managed the Trust and Private Banking offices for the bank in Chattanooga, TN. Starting the Trust Department for AmSosuth Bank (now Regions) in the state of Tennessee, he was responsible for new business development beginning with no assets in 1993, growing the office to $900 million in 2006. Prior to joining AmSouth in 1993, he was employed by the Trust Department of Bank of America in Atlanta for 18 years, serving as Vice-President and Senior Trust Officer.
Mr. Saville graduated cum laude from Georgia Tech with a B.S. in Industrial Management. In addition, he holds four graduate degrees from Georgia State University including two MBA degrees (Finance and Management) and Master in Taxation and Insurance. He also graduated with honors from National Graduate Trust School at Northwestern University, where he authored a thesis titled "The Gift and Estate Tax Consequences of Irrevocable Life Insurance Transfers".
Mr. Saville has been affiliated with the Southern Trust School in Mobile for over 20 years, having served as Chairman of the Board in 1988 and 1996. He was the School Director for two terms and served as instructor for 20 years. He is a CERTIFIED FINANCIAL PLANNER™and Certified Service Counselor. Mr Saville has written articles for several publications, including a series for Trust and Estates Magazine. Mr. Saville was responsible for a complex estate tax strategy in a sizable estate in the late 1980's and 1990's which ultimately was granted certiorari by the U.S. Supreme Court, winning a 5-4 decision for the tax payer in 1997.
When in college, he was captain of the Georgia Tech wrestling team and was twice named Most Valuable Wrestler. He was elected to the Georgia Tech Athletic Hall of Fame in 1981 and elected to the Georgia Athletics Coaches Association Hall of Fame in 1989. He served as a high school and college official for the past 43 years throughout the Southeast and was named 1994 Official of the Year in Georgia. In 2004, he was elected to the National Wrestling Hall of Fame for lifetime service to the sport.
Mr. Saville served for two years as an Ammunitions Officer and also with the Special Services Division of the U.S. Army. He was the All-Army wrestling champion and was appointed coach and Officer in Charge of the U. S. Regular Army Wrestling team while in the military.
Mr. Saville and his wife, Michele, are active members of Parkway Presbyterian Church, where he is an Elder and teaches Sunday School. They have four children, five grandchildren, and live in Cumming, Georgia.
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.