About Us

Meet Our Team of Experts

We provide you with excellent service. Our staff is made up of professionals of quality, integrity, and ethical practice. Meet the team that will be assisting you in your accounting services.

Joshua Russell, CPA, CFE – Partner

Joshua Russell and his wife Ashlee are originally from Topeka, Kansas, and moved to Florence, Alabama, in late December 2015. They have one daughter, Piper, who was born in 2017. Josh graduated from Washburn University in 2013 with a B.B.A. degree, completing both accounting and finance education paths. He began working in the accounting field in 2012. He has experience as a staff accountant with cash, accounts payable, unclaimed property, and withholding tax from working for a private company in KS and as an investment accountant working for the State of Kansas Retirement System. He received his CPA certificate from the State of Alabama in 2016. He received his CFE certificate in September 2018.

He is a board member of Easter Seals of Northwest Alabama and a past board member of Shoals YP, involved with the Shoals Chamber of Commerce. He is a graduate of the 2016-2017 Shoals Leadership program through the Shoals Chamber of Commerce and a 2020 graduate of the AICPA Leadership Academy program.

 

His primary duties consist of tax return preparation, project management, consulting, financial statements, and assisting with attestation services.

Roger Williams, CPA – Partner

Roger Williams graduated from Deshler High School in 2006 and Birmingham Southern College with a B.S. in Accounting minor in Business in 2010. He is a Certified Public Accountant and a Partner at Patterson, Prince, and Associates, P.C.

 

He was a member of the Birmingham Southern Basketball Team throughout his years in college. After graduation, he began working as an Audit Associate for a large CPA firm in Birmingham, Alabama. He worked there for over eight years, progressing to an Audit Manager within the firm. His primary responsibilities were to deliver high-quality audit and assurance services to an expansive portfolio of clients.

In 2017, he was recognized as a “Rising Star of Accounting” by the Birmingham Business Journal. He is an active member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. He is a board member of the Shoals Chamber of Commerce, Shoals Habitat for Humanities, Project Threadways, and Alabama CASA where he serves varies positions such as Treasurer and Vice President.

 

He is married to Briana Williams, and they have a daughter named Zoey and a son named Connor. Roger and Briana began dating their first year in college, as she attended and graduated from Birmingham Southern College.

Lisa Crosby Patterson, CPA

Lisa Patterson graduated from Central High School in 1978 and the University of North Alabama in 1982. She is a local Certified Public Accountant and continues to work seasonally with Patterson Prince.

 

She holds a B.S. Degree in Accounting from UNA and a CPA certificate from Alabama and Mississippi. In 1993, UNA Alumni Association named her Alumna of the Year. In 1998, the Shoals Chamber of Commerce named her Small Business Person of the Year; in 1999, The State of Alabama Small Business Administration named her Accountant Advocate of the Year. She was named the 2017 Shoals Citizen of the Year.

In 2001, she served the Shoals community as the Chairman of the Shoals Chamber of Commerce. In October 2014, she was appointed by Gov. Robert Bentley to represent North Alabama on the Alabama Small Business Committee. She is past President of the UNA Alumni association. She currently serves on the boards of the following nonprofit organizations: Shoals Entrepreneurial Center, Riverhill School Foundation, Fellowship of Christian Athletes, and Shoals Scholar Dollar Foundation, Inc. She is a member of the Florence Rotary Club, UNA Presidents Cabinet, UNA College of Business Advisory Council, and North Alabama Chapter of CPAs. She is a 1993 graduate of Leadership Shoals and a 2008 graduate of Leadership Alabama.

 

She is married to Jeff Patterson. They have two daughters, Shannon and Shelby. She is a member of Cross Point Church of Christ.

Rita Massey Prince, CPA

Rita M. Prince graduated from Belgreen High School in 1976 and the University of Northern Alabama in 1983 with a B.S. Degree in Accounting. She became a CPA and received her CPA Certificate and Alabama License in 1991. After graduation, she started her career working as a corporate accountant for a private corporation in the Shoals area. In 1987, she began working in public accounting for a local CPA firm. She began working with Lisa C. Patterson, CPA, in 1992 and became a partner in 1995, and Patterson, Prince, and Associates, P.C. was formed. She continues to work seasonally with Patterson Prince.

She is an active member of the American Institute of CPAs and the Alabama Society of CPAs and a member of the Nominating Committee for the Alabama Society of CPAs. She has served as the president and treasurer of the North Alabama Chapter of CPA. She serves on the Advisory Council for the UNA School of Accounting and the board for The Commission on Colleges of the Southern Association of Colleges and Schools. She was a member of the Scholarship Selection Committee for the Belgreen Alumni Association and served as an advisor for the Franklin County Business Education department. She is a charter member of the Shoals Business Network International (BNI) and was their treasurer and has served on various committees for BNI. She is also a member of the Shoals Chamber of Commerce and has served on numerous committees within the chamber. She is a 1995 graduate of Leadership Shoals.

 

Rita has always been active in her community and believes it is essential to give back to the community and support those who were instrumental in her education. Also important to her are her church and her family. She is a member of Barton First Baptist Church, serving on the finance committee, teaching ladies Bible study, and being a leader for the Women’s Ministry. She is married to Danny Prince. They have two children: Mandy Prince Barksdale, CPA, a graduate of Auburn University, and Kyle Prince, a graduate of the University of North Alabama.

Jeff Brewton, CPA, CFE

Jeff Brewton is originally from Baldwin County, Alabama but moved here to attend the University of North Alabama. There, he met his wife, Brittany. They have one daughter, Riley, and one son, Cooper. Jeff graduated from the University of North Alabama with a B.B.A. degree in Accounting for undergrad and a Master of Accountancy for graduate school. He began working as an accountant in 2014 and worked as a Controller before joining Patterson, Prince, and Associates.

While working in the industry, Jeff focused primarily on manufacturing environments with an emphasis on managerial and cost accounting. He received his CPA certificate from the State of Alabama in 2021.

 

His primary duties consist of tax return preparation, sales tax returns, and assisting with attestation services.

June Montgomery – Office Manager

A native of Florence, June Montgomery graduated from Central High School and earned a B.A. in Journalism and Radio/TV/Film from UNA. She became a Certified Bookkeeper in 2006. Before coming to Patterson, Prince, and Associates, she worked for Horton Photography, Padgett Business Services, Robbins, Crews, and Patterson, CPA.

 

At Patterson, Prince, and Associates, June is responsible for monthly client engagement write-ups and financial statements, tax returns, personal financial statements, client billing and payables, and daily office operations. June assists clients in setting up QuickBooks Accounting Software. She joined Patterson Prince and Associates in 1992.

She is a member of the American Institute of Professional Bookkeepers, the Alabama Association of Accountants, the UNA Alumni Association, the UNA Sportsman’s Club, St. John United Methodist Church,  and BNI (Business Network International). She is a former Board member for CASA (Court Appointed Special Advocates) and Northwest Alabama Distinguished Women. She is a 1996 Leadership Shoals Leadership graduate.

Lori Starks Malone

Originally from Louisiana, Lori Starks Malone graduated from Richland Christian Academy. Alabama became her home in 1997. She received a B.A. in Business Administration from the University of North Alabama, where she was the president of the Accounting Club, Alpha Chi. She earned a 4.0 GPA in all courses.

 

Lori is married to Dr. Keith D. Malone, Professor of Economics and Finance at the University of North Alabama. Together, they have six children: Jake, Jordan, Canaan, Lillian, Madeline, and Marianne.

She is active with Shoals Scholar Dollars. She attends Hope Church in Muscle Shoals. She is a member of the ASCPA and a 2010 Shoals Leadership graduate. Lori has been employed with Patterson, Prince, and Associates since 2008.

 

Her duties include monthly client engagement write-ups, financial statements, and personal, gift, and not-for-profit tax returns.

Carolyn Smith

Carolyn graduated from Florence High school in 2016 and earned a BS in International Economics and Spanish from the University of Kentucky in 2020. She is a member of First Presbyterian Church and Kappa Delta sorority.

 

Her primary duties include payroll processing and payroll tax payments and assisting in tax return preparation.

Maegan Wallace

Maegan graduated from Central High School in 2006 and earned a Business Administration degree from the University of Mobile in 2010. She was selected for the NAIA Women’s All-American Golf Team for three years. She is married to Bradley Wallace. She joined Patterson Prince and Associates in 2018

 

Maegan’s responsibilities include scheduling, billing, deposits, copying/filing, and handling the daily office operations.

Lindi Robertson

Lindi Robertson is a Shoals area native with more than ten years of experience in bookkeeping and payroll processing. Together, she and her husband Brian have four children. She is a member of the Open-Door Fellowship. She joined Patterson Prince and Associates in 2016

 

Lindi’s primary duties include payroll processing and payroll tax payments. She is excited to join the Patterson, Prince, and Associates, PC team.

For skilled accounting services, call our team on 256-766-8915.

Share by: