08/28 – Memphis Union Mission Volunteer Opportunity
09/01-Labor Day Holiday (Office Closed)
09/07-WU Family Day w/the Redbirds at AutoZone Park
09/27-St. Jude Walk -Join our St. Jude team HERE>>
Free Shipping on WU Swag!
Service Day is Coming Soon!
We will be hosting a football-themed lunch at the Memphis Union Mission, August 28th at 10:30 am. We will also be hosting a white T-shirt and underwear drive in coordination with the event. Watch for an Outlook “Save-the-Date” with all of the details coming soon!
Because of rising shipping costs on WU swag, we have decided to move to a bulk shipping option. This means all orders will now be delivered to the Memphis office for pickup every two weeks. Orders for the Tupelo team will be forwarded to the Tupelo office once they arrive in Memphis. Visit Store>>
Firm Growth
A UDIT
Wins
• Collierville Chamber of Commerce (Clark Province)
• Medical Education Research Institute (MERI Re -proposal) (Cherry Blanton)
• University of Memphis Auxiliary Services Foundation (Clark Province, referred by Karen Gondan)
Life Celebrations
B IRTHDAYS
08/05 – Will Fry
08/06 – Kelli Miller
08/08 – Ryan Avant
08/08 – Jordan Herring
08/14 – Cody Croom
08/15 – Kevin Bay
08/16 – Michael Kennedy
08/18 – Heath Witherspoon
08/19 – Cathy Allred
W EDDINGS
Audrey Hutchins, who joined the firm in July, married Ethan Stewart on May 18th
CAS & T AX
Wins
Mid-South Nephrology (Zach Willis)
BI S OLUTIONS
Proposals:
Versatube (BI Lunch Guest of Zach Willis)
08/28 – Gayle Higley
09/06 - Beth Bohatch
09/13 – Cortney Brown
09/14 – Brianna Walker
09/20 – Lauren Smith
09/21 – Bailey Heliste
09/24 – Joseph Addison
09/26 – Griffin Brennan
E NGAGEMENTS
Zach Borden, who started in June, was recently engaged to Paige Ritchey
N EW A RRIVALS
Baby Girl- Elizabeth "Ellie" Brooks Powers, born to Kail and Abby Powers on July 10th (8 lb. 12 oz)
FEATURE
The Power of Intentionality
We often talk about the big things that drive professional growth, but sometimes it’s the small, intentional efforts that quietly move the needle.
At the center of those quiet efforts is something called “intentionality ”.
WHAT IT MEANS
At its core, intentionality is being thoughtful on purpose. It is the decision to approach your day with care. Not just care for your work, but care for the people you work with
It is also not about being perfect or always knowing what to do. It is about being present and consistent in the small things that build trust and show you care about how your actions, or sometimes inaction, may affect others.
WHAT IT LOOKS LIKE IN PRACTICE
The great news is, you’re most likely already doing it in many ways throughout your day
Maybe you pause to reread an email before sending it. Or follow up with a client or co -worker after a meeting. Maybe you offer to help a teammate without being asked or share something beneficial with a client or coworker, like a website article, regulation change or deadline.
Some other examples might include:
• Following through when you say you will
• Reading the room or situation and thinking of a thoughtful answer before responding
• Double- checking your work for errors
• Putting effort into how you present yourself
• Showing courtesy, like remembering names, saying thank you, and treating others with respect
None of these actions are difficult and maybe not even impactful within themselves. But they reflect your character, and over time this could have real impact.
WHY IT MATTERS
Intentionality builds trust. It shapes how teammates experience working with you and how clients experience the firm. It reinforces a culture where people follow through, treat others well, and take pride in what they do. All these things add up to create an environment where people want to stay and succeed.
Those everyday moments can influence relationships, reputation, and opportunity. That is true whether you are client-facing or behind the scenes. Everyone plays a role in what clients and coworkers come to expect from us.
WHAT IT MEANS FOR YOU
Now that intentionality is top of mind, you may ask “what is there for me to do”? Maybe nothing… or maybe this is a great opportunity to identify areas where you may need growth.
Not sure where to start? Think of someone you admire professionally. What do they do that makes them stand out in a positive way? Chances are intentionality plays a role. Maybe you could model some of the intentional behaviors that stand out to you, or maybe you could start with a few of the examples mentioned earlier.
The impact may not be immediate, but over time, small, consistent, thoughtful actions influence trust, strengthen teams, and contribute to an environment where great things can happen.
Professional Milestones
W ORK A NNIVERSARIES
August
Trey Watkins III (08/12) – 29 yrs
Jennifer Collins (08/01) – 19 yrs
Clark Province (08/04) – 17 yrs
Eric Jackson (08/06) – 13 yrs
Zach Willis (08/11) – 11 yrs
Celeste Bolen (08/15) – 9 yrs
Alex Fulton (08/14) – 8 yrs
Kail Powers (08/14) – 8 yrs
Cyndi Budacz (08/01) – 7 yrs
Ryan Avant (08/05) – 6 yrs
Hudson Benz (08/09) – 4 yrs
Tiericka Burnett (08/16) – 4 yrs
September
Ben Collins (09/05) – 19 yrs
Leslie Williams (09/07) – 15 yrs
Stacie Bryant (09/18) – 8 yrs
Maeghan Storey (09/04) – 7 yrs
Jordan Herring (09/21) – 5 yrs
Rachel Whistler (09/01) – 4 yrs
Angie Hannah (09/27) – 4 yrs
Mackenzie Hudspeth (09/05) – 2 yrs
Joseph Lambert (09/18) – 2 yrs
Lauren Benavides (09/18) – 2 yrs
James Gomez (09/18) – 2 yrs
Cathy Allred (09/04) – 1 yr
WU H OO A WARDS
Donna Marsh (CAS)
Tiericka Burnett (CAS)
Cortney Brown (CAS)
NEW TO WU
N EW TO PAC
Shannon Frye, ERPA, QPA-PAC Sr. Retirement Plan Consultant
P ROMOTION
MacKenzie Hudspeth has been promoted to Tax Senior.
IN THE COMMUNITY
Moriah House Volunteer Event (07.08) From left to right: Rachel Whistler, Rashmi Ajmera, Anne Dixon, Chloe Smithson, Audrey Stewart, and Stacie Bryant.
