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.

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.

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 specializes in individual, partnership, corporate and trust income tax return preparation.  She assists many clients by providing on-site accounting services. Her experience includes both public and private industry accounting. Cathy works in a variety of industries, but focuses on construction, real estate and engineering.

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

Cathy is a scrapbooker and amateur photographer, but the majority of her time outside of work is spent enjoying time with her husband and son. She appreciates the firm's "dedication to assisting small businesses" and the "personalized experience" clients are able to enjoy at Gregg & Bailey.

Bradford L. Gregg, CPA

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.

 

Education	Virginia Tech	BS in Business Information Technology
	Virginia Commonwealth University
Professional Experience	Colonial Athletic Association	Assistant Commissioner, Operations
Community Involvement	Virginia Tech Alumni Association	Member
	Crestwood Presbyterian Church

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.

Karen W. Hudgins, CPA

Karen specializes in income tax preparation and planning for individuals and closely-held businesses. She is a Certified QuickBooks ProAdvisor with supervisory and staff accounting experience.

Education	Virginia Commonwealth University	Bachelor of Science, magna cum laude
Professional Experience	Goodman & Company	Supervisor
	West, Crawley & Winn	Staff Accountant
	Hudgins Farm & Garden Center	Accountant
Professional Memberships	American Institute of CPAs
	Virginia Society of CPAs
Community Involvement	Richmond Kickers U-14 Elite	Tournament & Travel Coordinator

Meet Karen Hudgins

Karen enjoys the comradery of Gregg & Bailey. "I came to Gregg & Bailey because I wanted to work for a firm that always puts their clients first." She is a proud mother of two soccer players

Jennifer L. Hundley, CPA

Jenny specializes in individual, partnership, corporate and not-for-profit income tax return preparation, bookkeeping, and preparation of financial statements.  She provides these services to clients in the restaurant, construction and medical industries. She has experience in both public and private accounting.

Education	Virginia Commonwealth University	BS in Accounting
Professional Experience	Hilb, Rogal & Hobbs Company
	Wildes, Stevens, Brackens & Company
Professional Memberships	American Institute of CPAs
	Virginia Society of CPAs
	Chesterfield Chamber of Commerce

Meet Jenny Hundley

Jenny enjoys photography, road trips and spending time with her family. She values the family environment at Gregg & Bailey. "We tend to focus more on the personal relationship than most firms," she says. "It can be hard to find friendly personalities in the accounting world, but we're lucky here."

Kari A. Forden, Office Manager

Kari oversees the firm's day-to-day operations while providing administrative management, bookkeeping and client relations services.

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

Meet Kari Forden

Kari enjoys the warm atmosphere at Gregg & Bailey. "There is definitely a family atmosphere at Gregg & Bailey. The employees take pride in their work." Kari is a mud runner who also enjoys yard work, cleaning and spending time with her family. 

Elizabeth A. Llewellyn, CPA

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.

Mary M. Newman, Administrative Specialist

Mary's extensive business administration background is critical to the exceptional client service provided by Gregg & Bailey.  Not only is she the first person you see when you walk through the door, but she has created a personal relationship with the majority of the firm's clients.

Education	Longwood College	BS in Business Education
Professional Experience	Braxton Business School	Accounting & Typing Teacher
	Philip Morris, USA	Executive Receptionist Research and Development Tour Coordinator Finance/Accounts Payable
	Ukrop's Supermarkets	Cashier, Accounts Receivable, Collections
Community Involvement	Saint Edward's the Confessor Catholic Church

Meet Mary Newman

Mary and her husband spend time traveling and camping in their RV. She enjoys gardening, reading, smocking and she is the "Betty Crocker" of the office.  (Her famous cheese pie is always a treat!)  She and her husband travel to Virginia Tech games every fall.

Karen L. Sheppard, EA

Karen specializes in income tax return preparation for individuals and businesses, bookkeeping and payroll administration. She is studying for a Post-Baccalaureate Undergraduate Certificate in Accounting from Virginia Commonwealth University and is pursuing her CPA license.

Education	Randolph Macon College	BA in German
	Virginia Commonwealth University
Professional Experience	Peoples Income Tax
	Gayton Animal Hospital
Community Involvement	Church of the Epiphany
	Veterans of Foreign Wars	Ladies Auxiliary Volunteer

Meet Karen Sheppard

Karen is an animal lover and a bowler who likes to read and to go geocaching with her husband and his three children. She also runs a pet sitting business.  She "loves taxes!" and enjoys being part of a firm "that cares about its clients."

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!

Catherine M. Estes, CPA

Cathy specializes in income tax preparation and planning for individuals and closely-held businesses. She has several years’ experience in private industry accounting which gives her the ability to see things from clients’ perspective. Cathy works in a variety of industries.

Education	James Madison University	Bachelor of Business Administration in Finance
	University of Richmond	MBA Program
	Virginia Commonwealth University
Professional Experience	CompManagement, Inc	Regional Controller
	Trigon Administrators, Inc	Accounting Manager
	Consolidated Healthcare, Inc.	Accounting Manager
	Sovran Bank, N.A.	Securities Accountant
Community Involvement	Bon Air Baptist Church
	Robious Hall Missions	Member
	ACAC Tennis Leagues	Captain

Meet Cathy Estes
Cathy enjoys playing tennis and spending time with her husband and two daughters. While captain of her tennis team during 2011 they were the Virginia District champions. Since joining the firm in 2010, Cathy has proven to be a strong part of our team and “appreciates the firm’s team approach to achieving client goals and expectations.”