John A. Dunn (NC CPA Certificate # 30375) was graduated from East Carolina University with a BS degree in Business Administration, with a concentration in Accounting. During his school years, John worked for the Town of Smithfield as a lifeguard and for Sprint for two summers. Upon graduation, John returned to Smithfield and began his public accounting career in the family firm. John is a member of the First Baptist Church in Smithfield; is a member of the Order of the Arrow and is a Eagle Scout; is a volunteer fireman with the Smithfield Fire Department; is a member and past president f the Rotary Club of Central Johnston County; is a Paul Harris Fellow; and is a member of both the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. In November 2015, John was elected to the Smithfield Town Council. John resides in Smithfield with his wife and two dogs. John's email address is firstname.lastname@example.org
Claud L. Dunn, Jr. (NC CPA Certificate # 5144) was graduated from
Robert B. (Brad) Oakes (NC CPA Certificate 35393) graduated from Appalachian State University with a Bachelor of Science in Business Administration in Accounting degree. Brad worked briefly in Raleigh, NC with a regional CPA firm before coming to work with Claud and John. Brad became a member (partner) of the firm in January 2015. Brad is a Registered Representative of Avantax Investment ServicesSM, Member FINRA, SIPC, and is also an Investment Advisor Representative of Avantax Advisory ServicesSM. Brad is a member of the Rotary Club of Central Johnston County and both the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Brad lives in Clayton with his wife and two children. Brad's email address is email@example.com . Check me out on BrokerCheck.
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.