Our Team

Bernie is the founding member of Southeast Asset Advisors and serves as the firm’s Chairman. In his more than 40 years of experience, Bernie has focused his practice on complex tax issues, mergers and acquisitions, commercial real estate transactions, valuation, manufacturing operations, and forest products operations. Bernie actively sits on the Board of Directors for two publicly traded entities and a private land holdings and agricultural company. He is recognized nationally as an industry expert in timber taxation, mill operations, and complex tax transactions. He has been a guest lecturer and panel host at numerous industry conferences and conventions.

Brad is a founding member and President of Southeast Asset Advisors. With more than 25 years of experience, Brad is recognized throughout the southeast as an industry leader in consulting and wealth management services. Brad also specializes in the areas of complex multi-state taxation, business valuation, litigation support and financial statement analysis. Brad has served as the Chairman of the Jefferson Scholarship Southeast Regional Selection Committee for the University of Virginia. He is active in both his church and the Thomasville community, having sat on numerous boards and committees throughout his tenure.

Mark has been with Southeast Asset Advisors (SAA) since 2001. Mark holds designations as a CPA, CFP, and CIMA (Certified Investment Management Analyst). Mark serves on SAA’s Executive and Investment Committee.

Prior to joining SAA, Mark was VP of Corporate Development for an NYSE Company and he began his career at Pricewaterhouse (now PWC).

He has over 15 years of experience in serving individuals, family offices, closely held businesses, endowments and institutions. His focus includes asset allocation, portfolio management, valuation and security analysis. Mark has vast experience in valuation of both public and private companies.

Mark holds a degree in Accounting from the University of Georgia. Mark currently serves on the board of a number of for profit and nonprofit organizations.

Mark resides in Thomasville, Georgia with his wife, Lee and their son. When he is not working, Mark enjoys golf, hiking and travel with his family.

Mikell has been with Southeast Asset Advisors (SAA) since 2015. He is the Managing Director of the Mobile, Alabama office. Mikell serves on SAA’s Fixed Income and Investment Committees.

Prior to joining SAA, Mikell began his career in 1994 as a Financial Advisor with Morgan Keegan (now Raymond James & Associates).

He has over 20 years of experience in client service, asset allocation and fixed income. His focus includes developing and managing client relationships, portfolio management and fixed income analysis.

Mikell holds a degree in Psychology from Wofford College. He currently serves on the board of several non-profit organizations.

Mikell resides in Mobile, Alabama with his wife, Ashleigh and their three children. When he is not working, Mikell enjoys tennis, fishing and spending time with his family on Mobile Bay.

Chris joined Southeast Asset Advisors (SAA) in 2019. He is a managing director in the Charleston, SC office. He holds his FINRA Series 66 (Uniform Investment Advisor) license and serves on SAA’s Alternative Investments and Investment Committees.

Prior to joining SAA, Chris was a senior wealth manager and portfolio manager with Family Asset Management, LLC, a Charleston, South Carolina-based independent registered investment advisor. He began his career in finance with Bank of America Specialists on the New York Stock Exchange. A native of Charleston, he returned to take a position as head trader and a portfolio manager for Solaris Capital, a long short equity hedge fund.

Chris joins the SAA team bringing 17 years of experience in portfolio management, asset allocation, alternative investments and client relations and this is his role with SAA.

Chris earned a Bachelor of Science in Natural Resources from the University of the South (Sewanee). He serves on the Porter-Gaud School Foundation Board, Investment Committee and Alumni Association.

He lives in Charleston, South Carolina with his wife, Libba, and their two boys. When he is not working, Chris enjoys fly fishing, golf and coaching youth sports.

Dana worked in banking for ten years prior to joining Lanigan & Associates, P. C., our affiliated CPA firm, in 1989 to work as Mr. Lanigan’s Executive Assistant. In 1991 Dana assisted with the startup of Southeast Asset Advisors, LLC (SAA); she now manages Client Relations, Compliance and all Administration of SAA. Dana especially enjoys helping our clients with all their financial needs.

In her spare time Dana enjoys hiking and camping with her husband, Michael, her church and choir, and spending time with family and friends.

Jacob A. Odum joined SAA in 2013 as a Portfolio Accountant and in 2020 he became the Director of Operations. He is primarily responsible for portfolio analysis and reporting, security analysis, and manager due diligence. His other responsibilities include various aspects of compliance, portfolio reporting, and client communications.

Mr. Odum received a Bachelor of Science in Business Administration in 2013, and in 2015 he earned a Master of Business Administration with a concentration in Accounting, both from Thomas University. He is a licensed CPA in Georgia and is a CERTIFIED FINANCIAL PLANNER™ professional.

With over twenty years business experience, Charlotte was recruited to Southeast Asset Advisors, LLC (SAA) in 2019 to assist in opening the expanded Charleston office. Her experience includes client services, compliance and administration. Most recently she directed operations for a business services company and prior, worked in information and records management, client services and compliance for a regional business process outsourcing service provider for ten years.

Charlotte earned her bachelor's degree in Speech Communications and Sociology from the University of Virginia. Her passions in the low country include gardening and flower arranging.

Lauren recently joined our Thomasville team at Southeast Asset Advisors, LLC in June 2021. She was recruited after serving four years in the tax department for our sister company, Lanigan & Associates, P.C. Her main responsibilities will include portfolio accounting and client services. She is a licensed CPA in the state of Georgia. She earned a Master’s degree in Accounting from Valdosta State University (2019) and a BS in Finance and Accounting from Valdosta State University (2018).