Seasoned Banker Joins Top Regional CPA Firm as Client Relations Director
Jackson, Tenn. — Alexander Thompson Arnold PLLC (ATA) is proud to announce the addition of Heather Castleman in the newly created position of client relations director. Castleman, formerly of a large national bank, will bring her skillset to the ATA team effective Sept. 27, 2021.
ATA implemented this role to support client relationships and
“Heather has a great talent of meeting her advisees’ needs and helping them reach financial goals through personal relationships,” said John Whybrew, managing partner of ATA. “Her experience of maintaining relationships with clients in several states and managing a team of private client relationship managers will allow her to successfully forge connections between our clients, CPAs and the rest of our firm.”
Castleman comes to ATA with 25 years of experience managing client relationships in the financial services industry. She was most recently a private client relationship manager and the team lead for community banking at First Horizon Bank. Castleman’s priorities throughout her career have been building and maintaining positive relationships with clients as well as providing the best services available for customers.
“I am looking forward to this new opportunity in my career,” said Castleman. “This position will allow me to continue to focus on building lasting relationships and helping others. In this role, my goal is to show others that ATA has a full stack of resources available both to individuals and to the business community.”
Heather is married to Alan, a realtor with Hickman Realty Group in Jackson. They have been married for twenty-six years and have two daughters, Paige and Zoe.
About Alexander Thompson Arnold PLLC (ATA)
ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATA Employment Solutions is a comprehensive human resource management agency.
ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.