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To download a partner's V-card select the respective
icon below. You will be prompted with a Windows dialog
box asking you to Open or Save the file. Select the "Open"
button. After you select "Open" a 'New Client' window
will appear completed with the employee's contact information.
Select "Save and Close" and the employee's contact information
will be stored in your email's address book.
David
R. O'Bryan, CPA | Managing Partner 
David is currently Managing Partner. His main areas of
expertise are management advisory and tax consultation
services. David is a former President of the Kentucky
Society of CPAs and recently completed a three-year term
as a council member of the AICPA. He also serves on the
Investment Committee of Hospice of the Bluegrass, the
Board of Directors and Finance Committee of St. Catharine
College, the Board of Directors of the Kentucky Conference
for Community and Justice and as Treasurer of the Fayette
Education Foundation. David is a graduate of the University
of Kentucky.
Joe Ackerman, CPA | Partner-in-Charge/Louisville
Office 
Joe is currently Partner-in-Charge of the Louisville office.
Prior to assuming that position he served as the functional
coordinator of the Firm's accounting and audit services.
His main areas of expertise are accounting and audit,
tax, and management advisory services. He is active in
his church and community, primarily through leadership
in youth sports. He is currently the treasurer of the
Greater Louisville Sports Commission and also sits on
the Supervisory Committee of Park Community Federal Credit
Union. Joe is a graduate of Bellarmine University and
was named their 2004 Accounting Alumnus of the Year.
W. Thomas Cooper, CPA/ABV | Partner 
Tom's main areas of expertise are individual and business
taxation, mergers and acquisitions, valuation of business,
litigation support, and management advisory services.
Tom is a former President of the Kentucky Society of CPAs,
and is a recipient of the Distinguished Service Award
-the highest honor given by the Society. Tom served on
the Board of Directors of the AICPA - becoming the first
Kentuckian elected in over 30 years - and recently served
as President of their Benevolent Fund. Tom is a graduate
of the University of Louisville.
Gregory C. Mullins, CPA | Partner-in-Charge/Lexington Office 
Greg is currently Partner-in-Charge of the Lexington office.
Prior to assuming that position he served as the partner-in-charge
of the Lexington office audit practice. His main areas
of expertise are management cousulting, services to the
equine industry, consultation and audit services for tax-exempt
organizations and governmental entities, manufacturing
and the retail industry. Greg currently serves on the
boards of numerous charitable organizations including
Junior Achievement of the Bluegrass, the Beaumont YMCA,
and Opportunity for Work and Learning (OWL). Other community
organizations he is involved with are the Lexington Rotary
Club and the Lexington Forum. Greg has also served on
the Public Relations Committee of the Kentucky Society
of CPAs, and the Automation and Technology Committee for
Moore Stephens North America. He graduated with honors
from the University of Kentucky.
Jim Noe, CPA | Partner 
Jim has been with the Firm since 1990. His main areas
of expertise are tax, compilations, reviews, audits of
financial statements, and general financial consultation.
Jim has served on the Board of Directors of the Kentucky
Society of CPAs and is a past president of the Louisville
Chapter. Jim is a graduate of Georgetown College.
Helen Cohen, CPA/ABV, CVA | Partner 
Helen has been with the Firm since 1990. Her main areas
of expertise are valuation litigation support, forensic
accounting, small business tax issues, consulting, and
estate planning. She has been appointed by Jefferson County
Family and Circuit Court and is qualified as an expert
in Oldham, Bullitt, McCracken and Pulaski counties. Helen
serves on the Finance Committee of the Metro United Way,
the Board of the Friends of the Louisville Deaf Oral School,
the Board of Crusade for Children, Class of 2003 Leadership
Louisville and is a past Chair of the State and Local
Tax Committee of the Kentucky Society of CPAs. Helen is
a graduate of the University of Louisville, with a MBA
from Bellarmine University.
R. Allen Norvell, CPA | Partner 
Allen has been with the Firm since 1992 and serves as
the firm's functional coordinator for accounting and audit
services and as the partner-in-charge of the Lexington
office audit practice. He also serves as chairman of the
firm's Governmental and Not-for-Profit Services Group.
His main areas of expertise are traditional audit, accounting
and reporting services, management consulting, litigation
support, and arbitrage calculations for tax-exempt bond
issues. Allen has served on several committees of the
Kentucky Society of CPAs. Allen serves as Chairman of
Community Health Charities of Kentucky, Inc., on the Board
of the Lexington-Fayette Urban County Government Public
Library Corporation and on the Board of the Lexington
Forum, Inc. Allen is a graduate of Western Kentucky University,
with a MBA from the University of Louisville.
Marcia Lewis, CPA/PFS, CFP | Partner 
Marcia has been with the Firm since 1992. Her main areas
of expertise are individual, business and not for profit
income taxation, and financial planning, particularly
estate and retirement planning. Marcia currently serves
on the board and on committees of various charitable organizations
including the Healing Place and the Norton Psychiatric
Center Council. Marcia has served as the chair of the
financial planning committee of the Kentucky Society of
CPAs. Marcia is a graduate of the University of Illinois
at Chicago.
Tom Johnston, CPA | Partner 
Tom co-founded Johnston & Associates, P.S.C. in 1970 which
combined with Potter & Company, LLP in August of
2006. His main areas of expertise are individual and business
income taxation and small consulting. Tom is
a member of the AICPA and the Kentucky Society of CPAs.
Tom is a graduate of the University of Kentucky.
Paul Johnston, CPA, CVA | Partner 
Paul was also a partner with Johnston & Associates, P.S.C.
prior to joining Potter & Company, LLP. His main
areas of expertise are individual and business income
taxation, business valuation, and small consulting.
Paul is a member of the AICPA, the Kentucky Society of
CPAs and the National Association of Certified Valuation
Analysts. Paul is a graduate of the University of Kentucky.
Greg Jackson, CPA | Partner 
Greg graduated from Bellarmine University with a Bachelor
of Science in Accounting. His main area of expertise is
audit and assurance services. He has twenty years of public
accounting experience and two years in industry which
includes internal auditing for a Fortune 500 company and
as the Capital and Planning Manager for the Louisville
Regional Airport Authority. Greg is a member of various
professional organizations including the AICPA, the Kentucky
Society of CPAs, and the Association of Airport Internal
Auditors (AAIA).
Richard Shields CPA, CFE | Partner 
Rick graduated from the University of Kentucky with a
Bachelor of Science in Accounting. He has ten years experience
in public accounting and three years experience in private
industry. His main area of expertise is audit and assurance
services. Rick is a member of the AICPA, the Kentucky
Society of CPAs, the Information Systems Audit and Control
Association (ISACA), the Association of certified Fraud
Examiners (ACFE) and the Association of Airport Internal
Auditors (AAIA).
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