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 “We were created for meaningful work, and one of life’s greatest pleasure is the satisfaction of a job well done.” – John C. Maxwell 

As may know, Cagle Financial Advisory, LLC was merged with Justin D. Streeter, and his Team into Causey Streeter, CPAs on Friday, June 23, 2023. 

You may recall that Monte and Justin have known each other for several years through ongoing Continuing Professional Education, and other social events. 

In addition to merging our two practices, we have opened an office in East Cobb conveniently located across from Johnson Ferry Baptist Church in the Crossings Center Office Park. 

Please join us in congratulating Monte on his decision to retire. Monte and Pam are looking forward to more time with family and friends. Monte has had an incredible career helping guide, instruct and advise on tax matters, investment matters and business matters. He worked in Public Accounting manning the helm of his firm for approximately 30 years. Kudos! 

Please meet Jeff Deegan, EA who will be taking over many of Monte’s normal activities. Jeff already serves as Manager of the East Cobb office and has extensive experience in taxes and the inner workings of financial plans. As an Enrolled Agent he can act on your behalf directly with the IRS. 

A bit about Monte’s Business Partner Justin Streeter (for those who have not yet gotten to meet him): Justin Streeter is a Certified Public Accountant with 27 years of professional accounting expertise with both businesses and families. In addition to being a tax professional, Justin owns and operates a successful Private Wealth Advisory practice with Ameriprise Financial, LLC. 

Justin’s Tax team includes his wife Leigh, who serves as Practice Manager for CSCPAs, LLC, as well as Kristine Accetta, CPA, Won Divergilio, CPA, Shermaine Haughton, Accountant and Christie Klosowski, Admin. 

As always, we are resolved to provide a high level of customer service and stand ready to help you at any time. Our goal is to ensure that you feel confident in your financial future through our in-depth analytics and focused, forward-thinking tax planning. If you have any questions, please do not hesitate to call us at (678) 831-4539 (for Jeff or Justin). Thank you in advance for the continued confidence you place in us and for the opportunity to serve you and your family. 

 “Not finance. Not strategy. Not technology. It is teamwork that remains the ultimate competitive advantage, both because it is so powerful and so rare.” ― Patrick Lencioni, The Five Dysfunctions of a Team: A Leadership Fable 

And so, it is in this spirit of optimism, growth, and excitement that we announce the merger of our two firms – Cagle Financial Advisory, LLC has merged with Justin D. Streeter, and his Team into Causey Streeter, CPAs on Friday, June 23, 2023.

Over the past year, we have worked diligently to ensure that this merger will result in key benefits to all our clients, and we are thrilled to share some of these details with you now. Monte and Justin have known each other for several years through ongoing Continuing Professional Education, and other social events. 

In addition to merging our two practices, Monte has occupied new space in East Cobb, conveniently located across from Johnson Ferry Baptist Church in the Crossings Center Office Park. 

A bit about Justin Streeter: Justin Streeter is a Certified Public Accountant with 26 years of professional accounting expertise with both businesses and families. In addition to being a tax professional, Justin owns and operates a successful Private Wealth Advisory practice with Ameriprise Financial, offering financial planning, insurance, and investment management, and Estate Planning. Justin’s deep bench of knowledge can help all his clients, regardless of need or life stage and he enjoys being their “go to” financial quarterback. This is because Justin not only understands the investment world, but also the tax ramifications that come along with it. He is always thinking about the tax alpha and how it will impact your goals. Justin is grounded by his deep faith and believes that one of the greatest gifts you can give to the world is helping people live up to their potential. 

Justin’s Tax team includes his wife Leigh, who serves as Practice Manager for CSCPAs, LLC, as well as Kristine Accetta, CPA, Senior Manager, Won Divergilio, CPA and Christie Klosowski, Admin. 

John, Pat, and Heather focus their attention on his financial planning practice – KeepWatch Wealth Partners. KeepWatch Wealth Partners has offices in Alpharetta, Macon, and Montclair, New Jersey. 

As always, we are resolved to provide a high level of customer service and stand ready to help you at any time. Our goal is to ensure that you feel confident in your financial future through our in-depth 

analytics and focused, forward-thinking tax planning. If you have any questions, please do not hesitate to call us at (678) 831-4539 (for Justin) or at (770) 973-4100 Thank you in advance for the continued confidence you place in us and for the opportunity to serve you and your family. 

The entrepreneur Richard Branson is quoted as saying “every success story is a tale of constant adaption, revision, and change.” And so, it is in this spirit of optimism, growth, and excitement that we announce the merger of our two firms – Private Client Tax Solutions, LLC and Wendell Causey, CPA, PC – into Causey Streeter, CPAs on Wednesday, September 29.

Over the past year, we have worked diligently to ensure that this merger will result in key benefits to
all our clients, and we are thrilled to share some of these details with you now.

A bit about Wendell Causey: Wendell has over 43 years of professional experience in tax, accounting,
auditing, and consulting for families as well as businesses. Wendell has assisted with tax and audit
for some of the world’s largest “big eight CPAs” but also enjoys crafting customized accounting
solutions for his personal clients. In addition to traditional tax services, Wendell offers bookkeeping
support, part-time CFO services and tax resolution assistance for IRS matters.

Wendell’s team includes Senior Manager Christine herself a CPA, Senior Accountant Stephen, and
Senior Administrative Assistant Christy, all of whom will continue to be part of the new Causey
Streeter, CPAs practice.

A bit about Justin Streeter: Justin Streeter is a Certified Public Account with 24 years of professional
accounting expertise with both businesses and families. In addition to being a tax professional,
Justin owns and operates a successful Private Wealth Advisory practice with Ameriprise Financial,
offering financial planning, insurance, and investment management. Justin’s deep bench of
knowledge can help all his clients, regardless of need or life stage and he enjoys being their “go to”
financial quarterback. This is because Justin not only understands the investment world, but also the
tax ramifications that come along with it. He is always thinking about the tax alpha and how it will
impact your goals. Justin is grounded by his deep faith and believes that one of the greatest gifts
you can give to the world is helping people live up to their potential.

Justin’s team includes his wife Leigh, who serves as operations manager for his Private Client Tax
Solutions practice, as well as Amber, and Heather who focus their attention on his financial planning
practice – KeepWatch Financial.

In addition to merging our two practices, we will also be merging office locations. Our new, combined
office will be moving to the Alpharetta area in late April 2022 and will be a central location for all
your tax and financial planning needs. We look forward to announcing our new address soon and
then welcoming you into our new home following the 2022 Spring tax season.

As always, we are resolved to providing a high level of customer service and stand ready to help you
at any time. Our goal is to ensure that you feel confident in your financial future through our in-depth
analytics and focused, forward-thinking tax planning. If you have any questions, please don’t
hesitate to call us at (678) 831-4539 (for Justin) or at (470) 309-2741 (for Wendell). Thank you in
advance for the continued confidence you place in us and for the opportunity to serve you and your
family.