Meet The Team

Accountants in Wilmington, NC

  • Meet The Team

    • Bailey

    Staff Accountant | NC

    Bailey is from Gastonia and moved to the beach to study at the University of North Carolina at Wilmington in 2014. She received her B.S. in Accounting in 2018. Outside of work, she can be found at the dog park, running all over Wilmington, or binging Netflix.

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    • Krissy

    Staff Accountant | NC

    Krissy is an NC native that has never strayed too far from the beach. She received her B.S. in Accounting from North Carolina State University in 2020. Outside of work, Krissy enjoys reading, baking, and spending time with her dog.

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    • Chelsi Haefele

    Controller | NC

    Chelsi was born in Kansas. She received her BS in Accounting and Business Administration from Pfeiffer University. Chelsi is a Certified Public Accountant with more than seven years of experience in public accounting. During her free time, she enjoys spending time with her family and friends, working on house projects, fishing along the NC coast or simply enjoying time outside.

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    • Olivia Clark

    Controller | NC

    Olivia is a Certified Public Accountant with a background in tax and tax planning. She received both her Undergraduate and Master’s degree in Accounting from the University of North Carolina at Wilmington. Olivia is from Whiteville, NC, but has called Wilmington home since college. When not at work, you can find her outdoors, most likely on a boat or a sandbar with her husband and two black labs, Muck and Millie.

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    • Angie

    Controller | NC

    Angie is originally from St. Louis and spent 7 years in San Diego before moving to Wilmington in 2015. Angie obtained a B.S. in Accounting from the University of Missouri - St. Louis in 2003 and shortly thereafter earned her Missouri CPA license (currently inactive). Angie's wide range of experience includes public accounting audit positions and industry accounting roles in the biotech and renewable energy industries. In her free time, you can find Angie practicing yoga, playing with her 2 dogs on the beach, or simply enjoying time with her husband.

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    • Shannon

    Controller | NC

    Shannon is originally from the Eastern Shore of Maryland and moved to North Carolina in 2019. She received her BS in Accounting, Finance and Agriculture Resource Economics from the University of Maryland. During her free time, Shannon enjoys walking the beach with her family, spending time with friends at the pool and traveling.

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    • Nicole

    COO + Controller | NC

    Nicole was born in Maine. She received her undergraduate from the University of North Carolina at Wilmington and Master's from the University of Phoenix. Nicole currently resides in Wilmington, NC with her son and their three dogs. When not at work, you can find her relaxing on the beach, catching the latest Steelers football games, and spending time with her family.

     

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    • Taryn

    Financial Analyst | NC

    Taryn has lived in Wilmington since she was 5 years old. She received her Undergraduate degree from Campbell University and her Master’s in Business Administration from Liberty University. When not at work, she enjoys spending family time with her husband and three children.

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    • Adam

    CEO + CFO | NC

    Adam is a Wilmington native with deep roots in southeastern NC. He is active in his local church and loves spending time with his wife and two daughters. He is an avid learner who loves nothing more than digging into businesses to make incremental improvements that compound into drastic impact. Adam completed his B.S. in Finance from the University of North Carolina at Wilmington and his MBA in Finance from the University of Arkansas and was inducted into the Beta Gamma Sigma International Business Honor Society. He has been featured in multiple publications and spent the better part of two decades running a world-class organization that was an "Inc. 5000 Fastest Growing Company" and considered one of "Inc. Magazine Best Places to Work". He brings his broad experience in finance, operations, manufacturing, and people management to CAP3 in an effort to make a measurable difference for our clients.

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    • Eileen

    CFO | NC

    Eileen brings with her a rich operational history working in both for-profit and non-profit industries. Prior to joining the CAP3 team, Eileen was the Director of Operations at Lighthouse Films and prior to that, the Executive Director of the Solar Rating & Certification Corporation and was a founding member of the Clean Energy Credentialing Coalition. She began her career in Finance and Administration previously working as the Chief Operating Officer of The Coverbind Corporation located in Wilmington. She now holds a Master’s degree in Business Administration focused in Finance from the University of North Carolina Pembroke. In her spare time, she enjoys spending time with her family and and crossing off places to travel to on her bucket list. She also loves cooking Cuban food!

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    • Alaina

    Accountant | MI

    Alaina is a native Michigander. She lives in Commerce, MI with her husband Brandon and her two children, Jacob & Emily. She graduated from Michigan State University with a Bachelors degree in Accounting and then went on to obtain her MBA from Wayne State University. After working in the Accounting & Finance world for nearly 8 years, Alaina tried her hand at sales, while successful in this field, her heart was with the numbers! She eventually found her way back to accounting; which is loves because "everything has it's place," in 2016. In her free time, Alaina loves spending time with her family, exercising, and traveling!

  • Meet The Team

    • Lynn

    Partner | MI

    Lynn is a Michigan native who received her Accounting Degree from Alma College and still lives in Michigan with her husband, Sean, and their two children. She has nearly 25 years of accounting and business experience to assist her clients in making their business dreams a reality. In her free time, she enjoys spending time with her family and friends, going to rock concerts, and traveling.

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    • Yuliana

    Partner | MI

    Yuliana is an accountant who brings with her nearly 13 years of diverse accounting and business experience. Away from the numbers she is a busy mom of two rambunctious boys. Yuliana loves to work out, cook and is interested in home remodeling and design. She lives in metro-Detroit, but if you listen carefully, there's still a hint of Bulgarian accent from where she was born. When corresponding with her you'll get plenty of personality that you wouldn't find at a normal accounting firm, but CAP3 isn't your normal accounting.