Barbara W. Bare, CPA joined the firm in July, 2004. Barbara received a Bachelor of Science degree in Mathematics from the University of North Carolina at Greensboro. She took post graduate accounting courses at the University of North Carolina at Chapel Hill.
Barbara began her work in accounting in 1979 for General Dynamics in Fort Worth Texas, where she was employed for 3 years. She worked for many years at Rodenhizer and Whitaker, CPAs, which became Linda Whitaker, CPA upon Mr. Rodenhizer's retirement. She worked for Linda, her sister, for the 11 years that the firm was its own entity. Barbara has several areas of concentration, which include Estates & Trusts, and Individual Tax preparation.
Barbara was born and raised in Durham, NC. She still lives in Durham with her husband, Mac and has two sons.Daniel and Michael are graduates of the University of North Carolina at Chapel Hill. Daniel is presently completing his PhD at Texas A&M University and Michael is pursuing a music career in Nashville, TN.
Spending time with her family, enjoying music, dancing and trips to the beach are some of Barbara's favorite past times. She has a very active leadership position at Dayspring Fellowship Church, where her husband is the pastor. Barbara is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Barbara said that one of her greatest achievements comes from a quote from her youngest son, "You are the best mom I EVER HAD." She laughed and said, "Oh well, you take what you can get!"
When asked about working in this field she replied, "Helping my clients with things that have happened each year is one of the best parts of my job. Each client is special to me. I love being a part of their journey."
North Carolina CPA Certificate Number: 14406
You can contact Barbara via email at:
Anne O. Brady, CPA joined the firm in May, 1989. Anne is a graduate of Indiana University where she got a Bachelor of Science degree in Business with a concentration in Finance.
Anne began her career in accounting as a Cost Associate and Internal Auditor for GTE, now Verizon and later at Roberson and Curl, CPAs. Anne has several areas of concentration at Roberson CPA Firm, PLLC which include Individual Income Tax, Non-Profit Organization Financial Statements, and the firm Quality Review Program.
Anne was born in Evansville, Indiana. She currently lives in Durham with her husband, Rob, who works for SunTrust Bank as a Regional Senior Credit Officer. Her children, Sarah and Michael are graduates of the University of North Carolina at Chapel Hill and are working in the area.
Anne's favorite past times include playing tennis in a USTA League, cooking, reading a good book and spending time at the beach.
She is a member of Chapel Hill Bible Church and the Junior League of Durham and Orange Counties. Anne is also a member of North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Anne said, "Working at Roberson CPA Firm, PLLC has been a great opportunity for me to combine my business and personal goals."
North Carolina CPA Certificate Number: 16621
You can contact Anne via email at:
Jennipher L. Branch, CPA joined the firm in June 2007. Jen is a graduate of Saint Joseph’s College of Maine where she majored in accounting and received her Bachelor of Science in Business Administration with concentrations in accounting and finance. She graduated summa cum laude and received Saint Joseph’s Accounting Award for Class of 2007 for having the highest cumulative GPA in the department. Jen has been working in accounting, auditing, and taxation since joining the firm.
Jen was born in Brunswick, Maine. She enjoys walking, reading, and spending time with family and friends.
She serves the Durham community by being a member of The Exchange Club of Greater Durham. Jen also serves on the board for The Exchange Club. Jen is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Jen was asked about working at Roberson CPA Firm and says, “There is nothing more satisfying than going to a job you love every day and working with such an amazing group of people.”
North Carolina CPA Certificate Number: 34496
You can contact Jen via email at
Michelle S. Elliott, CPA joined the firm in January, 2008. She graduated from
Michelle has prior experience in public accounting and most recently in private industry. Michelle missed the client interaction and wanted to get back into public accounting. She said, “I am so proud to be a part of Roberson CPA Firm, PLLC because we truly value our clients, however great or small the job.”
A native of Durham, NC, Michelle lives here with her husband, Jerry. They have a daughter Chandler and a son Chase who are both attending college in Raleigh. Jerry is retired from the Durham Police Department after a 24 year career in law enforcement and is licensed private investigator.
She has served on the Board of Bethesda Christian Academy and as Chair of the Finance Committee of Bethesda Baptist Church. She enjoys spending time with family and friends, reading and ACC basketball – Go Heels!
Michelle is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
You can contact Michelle via email at:
C. Davis Walters, CPA, CFP® joined the firm on January 1, 2016 when Roberson CPA Firm, PLLC purchased his firm. Dave graduated summa cum laude from North Carolina Central University with a Bachelor of Business Administration with a concentration in accounting. Dave has practiced in the Triangle Area since 1990.
A Certified Public Accountant and a Certified Financial Planner®, Dave’s area of concentration is working with closely held businesses and individuals in the areas of accounting, financial planning and multistate income tax planning and preparation.
Dave is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He is active in the community as a member of the Durham Rotary Club.
A native North Carolinian, Dave’s interests include golf, walking and the outdoors. He enjoys spending time with his daughter, son -in law and two grandchildren.
North Carolina CPA Certificate Number: 20434
Certified Financial Planner Board of Standards Number: 077608
You can contact Dave via email at:
Linda W. Whitaker, CPA joined the firm in July, 2004 when Roberson CPA Firm, PLLC purchased her firm. Linda received her Bachelor's degree in Education from the University of North Carolina at Greensboro. She taught school for one year and then took a job with a local business in the accounting department. That job led her back to school at the University of North Carolina at Chapel Hill to study post graduate courses in accounting.
She began her career in public accounting in 1976 with the local firm of Rodenhizer and Umstead, CPAs. After Mr. Umstead's retirement, she became partner with Harry Rodenhizer in the firm of Rodenhizer and Whitaker, CPAs. She continued the practice after Mr. Rodehizer's retirement for eleven years as Linda W. Whitaker, CPA. Linda and her entire staff continue to work together after her firm was purchased.
Linda was born in Durham, NC and still lives here with her husband, Alan and son, Jay. Alan is retired from the Hartford Insurance Company. His most recent project was building a 1929 Hudson Coupe street rod. An avid tennis player, Alan now volunteers as an Assistant Coach of the Cedar High School men's tennis team and as a tutor at New Hope Elementary School, where their son, Jay, was a student. Jay, a graduate of North Carolina State University, College of Engineering, now works in the Triad area.
Over the years, Linda has served in various capacities in professional, religious, and civic organizations. Some of those include: American Business Women's Association, Breakfast Optimist Club, Hollow Rock Racquet and Swim Club, Piney Mountain Homeowners Association, Temple Baptist Church and Orange United Methodist Church. Linda and Alan are members of Grace Church in Chapel Hill. She is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Some of her hobbies are playing tennis, family motorsports events, spending time with her family and volunteering at church events.
When asked about her success in helping clients she said, "We pride ourselves in "meeting clients where they are." For some clients that may be preparation of a tax return, for others it may mean doing everything down to writing checks or making deposits. We are flexible and try to assist clients in ways that suit them best."
North Carolina CPA Certificate Number: 10417
You can contact Linda via email at: