Firm Leaders

386-752-4621 ext. 3930
Email pmoses@odommoses.com

Philip is the managing partner of Odom, Moses & Company, LLP as well as a Branch Manager for its affiliate Raymond James. He graduated from Spring Hill College with a degree in Accounting and is a CPA with a Personal Financial Specialist (PFS) designation. In 1987, he became a partner of the now 70-year-old accounting firm and holds multiple securities licenses. He provides financial services to clients including wealth management, estate, tax and investment planning. Philip is a member of the Chairman’s Council at Raymond James which recognizes the top echelon of financial advisors with the firm*. In addition to serving on a number of non-profit and church organizations, he serves on the Board of Directors of First Federal Bank. Philip and his wife, Sarai, have four children and enjoy spending time with their family and fishing in the Gulf of Mexico.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

Raymond James is not associated with any of the organizations listed above. Raymond James does not provide tax or legal services.

Phone 386-752-4621 ext. 3933

Email thall@odommoses.com

Tammy is a partner with the firm of Odom, Moses & Company, LLP. She is an Honors graduate of the University of North Florida with a degree in Business Administration in Accounting, and has lived in Lake City most of her life. She is a Florida Certified Public Accountant, and is also a certified Personal Financial Specialist. She holds Series 7, 9, 10, 31 and 65 securities licenses and is a licensed Life, Health and Annuity agent. Tammy practices primarily in wealth management and estate planning. She is an active member and a Past President of Altrusa International, Inc. of Lake City, Florida, and serves as the Chair of the Finance Committee for The Foundation for Florida Gateway College. Tammy and her husband, Sam, have three sons and six grandchildren. They enjoy fishing, tubing and boating in the local rivers and Gulf. They also enjoy adventures on their motorcycle.

Phone 386-752-4621 ext. 3939
Email clarenceb@odommoses.com

Clarence is a partner of the firm as of 2014 and has been with us for eleven years. He is a Lake City native and a graduate from Florida State University with a degree in Accounting. Clarence is a professional CERTIFIED FINANCIAL PLANNER^™ and holds a Series 7 securities license as well as Life, Health, and Annuity license. He is a valuable member of our financial advisory team, and assists individuals with investment and retirement planning, emphasizing the importance of diversification and long-term planning. Clarence is an active member of the Finance Committee in his local church and serves on boards for Catholic Charities and the Foundation for Florida Gateway College.  He and his wife, Caroline, have two daughters and they enjoy spending time with family.

Phone 386-752-4621 ext. 3934
Email deserrai@odommoses.com

Deserrai became a partner with the firm in 2014. She graduated with Honors from the University of Florida in 2002 with a Bachelor of Science in Accounting and in 2003 with a Master of Accounting. She holds a Florida Certified Public Accounting Certificate and Series 7 license. Deserrai has been affiliated with the firm since August 2000. She practices primarily on tax and accounting matters and assists with financial planning and estate matters. Deserrai has two daughters. In her spare time, she enjoys reading and spending quality time with her family.

Phone 386-752-4621 ext. 3994
Email charlie@odommoses.com

Charlie obtained his Bachelor of Science in Accounting from the University of Florida in
2008, followed by a Master of Accountancy from the University of North Florida in 2009.
A native of Lake City, he has been an integral part of our firm since 2006. Charlie holds
various credentials, including being a Certified Public Accountant and possessing
securities licenses such as the Series 7, 9, 10, and 66, as well as a Life, Health &
Annuity license. Additionally, he has earned the Certified Plan Fiduciary Advisor
designation. His expertise lies in assisting clients with investment and retirement
planning, including 401(k) planning. Charlie is actively involved in community service,
serving as the Treasurer on the Board of Directors for the UF Christian Campus House
in Gainesville, Florida, and as the President of the Board of Directors for the United Way
of Suwannee Valley. Within his local church, he serves as a deacon. He enjoys playing
pickleball and engaging in various sports. Together with his wife, Holly, Charlie is a
dedicated supporter of Florida Gator athletics, with a particular passion for football and
basketball. They cherish their travel experiences and cherish quality time spent with
loved ones.

*The tax advice and/or services of Charles D. Cowen, JR. are independent of RJFS. This is not a service offered
through Raymond James