MELTRICE SHARP, CPA – Managing Partner

Meltrice D. Sharp, CPA, has more than 16 years as a Certified Public Accountant. Meltrice has extensive knowledge and experience in the areas of accounting, tax, management, and finance.

Meltrice started her accounting career at Ernst & Young as an auditor for 4 years prior to joining Forest City Enterprises where she served in a variety of accounting and finance positions for 13 years. Meltrice received her BBA with a concentration in Accounting from Kent State University and her MBA from Baldwin-Wallace University. She is an Adjunct Instructor at Cuyahoga Community College where she teaches a variety of accounting courses.

Meltrice serves on the Executive Team as Treasurer and Finance Chair of the Black Professional Association Charitable Foundation (BPACF) and serves as a member of the Business Advisory Committee for Cuyahoga Community College. Meltrice devotes a significant amount of her personal time civically, giving back to her community. She attends Faith Fellowship Church and is a loving and devoted wife, mother and grandmother.

LARESE PURNELL, MBA – Managing Partner

LaRese Purnell has 16 years of experience in business management, tax, finance and marketing. He is a strong innovative financial and strategic leader with both instincts and intellect, a formidable combination in the business world. He has served in executive positions leading business and financial departments within multi-million dollar for profit and non-profit corporations.

LaRese received his BBA in Pharmaceutical Sales and Marketing and a MBA in Finance from the University of Toledo. LaRese is committed to the community and its residents, so he serves as the Vice President of the Board of Directors at Faith Community United Credit Union, the YMCA of Greater Cleveland, The Cleveland Clinic South Pointe Hospital, Urban League of Greater Cleveland and Big Brothers and Big Sisters of Greater Cleveland.

He’s the author of Financial Foundations, Building Financial Freedom One Tool at a Time, where he uses everyday language to address the most fundamental questions people have about money. He has been featured in various local and national publications and has appeared on multiple radio and television programs discussing various Financial matters. Outside of work, LaRese stays busy spending time with his son(Gaven) and daughter(Gabbi), playing sports and traveling.


JAMES W. OLIVER JR., EA – Director of Taxation

James W Oliver, Jr., EA has over 25 years of experience in accounting, tax planning and preparation. As a money coach, he helps people in the area of debt reduction, economic empowerment, retirement, and college planning. As a proactive strategist, he helps with tax-deduction plans and wealth creation. James received a BA from Baldwin Wallace College with concentrations in accounting and finance. James serves as president of the National Association of Black Accountants, Vice President for the Enrolled Agents of Greater Cleveland and as a trustee of the Ohio State Society of Enrolled Agents. He is the author of “A Dozen Expensive Tax Mistakes That Cost Business Owners Thousands” where he provides tax planning strategies that aid in building after tax wealth.

GREGORY ENSLEY – Director of Accounting

Gregory Ensley, Director of Accounting, has extensive knowledge and a broad range of experience in the areas of accounting, tax and business formation. With more than 20 years of experience, Greg has worked in several industries including insurance, commercial printing, not-for-profit and healthcare. He has managed multi-million dollar operating budgets as well as maintained financial records for small to midsize companies in several regional markets. Greg received his undergraduate degree from Alabama State University and is currently pursuing his MBA from Indiana Wesleyan University. Gregory is a member of the National Inroads Alumni Chapter. Greg is committed to creating financial change in his community and donates time providing financial education. Greg enjoys spending time with his children, Giade and Christian, reading, working out in the gym, playing basketball and golf.