Meet Our Team
Jennifer Sullivan
Owner
Jennifer is a Charlotte native who graduated from UNCC with a Masters of Accountancy. She is a Certified Public Accountant and a Personal Financial Specialist. After starting her career at a small firm 2007, Jennifer purchased the firm in 2017. She and her husband, Chuck, have two children. They enjoy camping and being outdoors.
Russ Allen
Tax Manager
Russ owned Russell Allen & Associates, Inc. which was purchased by Jennifer Sullivan in 2017. Russ has over 35 years’ experience. He is a graduate of the University of North Carolina and University of South Carolina and has degrees in Business Administration and a Masters of Accountancy. He enjoys volunteering at Charlotte elementary schools and spending time on the golf course.
Harriet Furuseth
Tax Manager
Typical coffee advocate. Harriet is a CPA with over 30 years’ experience in public accounting, providing tax and accounting services. A graduate of East Carolina University and UNCC, she has degrees in History and Accounting. Harriet enjoys spending time with her grandchildren.
Brittenye Newsome
Administrative Assistant
Brittenye is new to the firm as of 2024 and new to the Charlotte area. Brittenye brings over 25 years administrative experience and customer service. During her free time she enjoys all things plant related and loves the outdoors.
Heidi Harlan
Tax Accountant
Heidi graduated in May of 2024 with a bachelor’s degree in accounting from UNCC. She is currently enrolled in the master’s program of accountancy at UNCC, while also studying for the CPA exam. During college years, Heidi joined Delta Zeta and joined the Sullivan CPA family in May of 2023. She is a Charlotte native and grew up in downtown Charlotte. In her not so free time, Heidi enjoys reading, crafting, and spending time with her family and Golden Doodles.
Manjil Dahal
Tax Accountant
Manjil has been with the firm since January 2025. He has over 4 years of experience in small CPA firms doing various accounting, bookkeeping and tax work in New York for individuals and small businesses. He is native of Nepal – a birthplace of Lord Buddha & Mount Everest. He is a graduate of Troy university, Alabama and has a degree in accounting. During his free time, Manjil enjoys surfing the internet and occasionally watching cricket.
Lisa Shelton
Tax Accountant
Lisa Shelton has over 27 years’ accounting experience in various industries including Automotive, Cable TV, IT Consulting, and Commercial Construction. Lisa primarily focuses on Individual Returns. Lisa has a Bachelor’s degree in Accounting and an MBA with a concentration in Finance. In her spare time Lisa likes to study the financial markets, go for walks with her dog, plays bridge and the guitar.
Mike Sherman, Sherman Wealth Solutions LLC
Consultant
He serves as the firm’s financial planner which allows him to look at each client’s specific situation in a different light. He is from Potomac, Maryland and tries to be a Washington Commanders fan.
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