Our Staff

Marsha G. LePhew CPA/PFS, CFP®, and ChFC

Marsha is the founder and president of LePhew Financial Services, Inc. and Marsha G. LePhew, CPA, PC. Her practices specialize in providing comprehensive financial planning, investment advisory, accounting, and tax compliance services. She graduated from Concord University, Summa Cum Laude with a Bachelor of Science in Business Administration.

Marsha has been actively involved in the promotion of CPAs as highly qualified and ethical financial advisers for many years. She has served as a member of numerous national committees for the American Institute of Certified Public Accountants. These include: Personal Financial Planning Executive Committee, Personal Financial Specialist Credential and Examination Committee, Investment Committee and national conference planning committees. She is currently serving as member of the AICPA’s editorial advisory board of the AICPA ‘s Planner publication. On a state level, she has served as Chairperson and member of the South Carolina Association of CPA’s Personal Financial Planning Committee and as a member of the South Carolina Association of CPA’s Investment Committee. Other professional affiliations include the National Association of Fee Only Advisers (NAPFA).

Professional activities include public speaking engagements addressing personal financial planning and investment advisory services at AICPA conferences, SCAPA conferences, and local industries. She has also appeared and been quoted addressing financial issues in local and national press. Marsha has been recognized by national publications as one of the top advisers in Worth Magazine, Medical Economics Magazine, and Charlotte Magazine.

Within her community, Marsha serves as a member of the Board of Directors of Catawba Regional Development Corporation. This organization assists entrepreneurs in obtaining loans to spur employment and economic growth within the local area. Marsha also serves as a Member of the Board of Directors and Chairman of the Finance Committee of Westminster Towers. Westminster Towers is a local retirement community providing quality care and housing for senior adults.

On a personal level, Marsha is always happiest when close to water and watching things grow. She also loves to read, read, read, and travel as life allows. She has two sons, now in their twenties, that bring her great joy!

Michelle G. Lucas CPA/PFS, CFP®

Michelle graduated from Winthrop University, Cum Laude in May 2002 with a Bachelor of Science in Business Administration with a concentration in accounting. She completed her Masters in Business Administration with an emphasis in accounting at Winthrop in August 2003.

She began working for LePhew Financial Services, Inc. as an intern in February 2002 while completing her undergraduate and graduate work at Winthrop University. She now manages relationships with both accounting/tax clients and financial planning/investment advisory clients.

She successfully passed all parts of the Certified Public Accountants examination in November 2003 at her first sitting. This is an accomplishment achieved by less than 10% of individuals sitting for the exam. She also passed her Certified Financial Planner examination in November 2008 and again passed upon the first sitting.

She is currently a member of the American Institute of Certified Public Accountants, the South Carolina Association of Public Accountants, and the North Carolina Association of Public Accountants.

Michelle lives in Fort Mill with her husband, Adam, and their pets. When she’s not at work, she can be found camping, on a cruise, on the lake, or with her family and friends.

Pauleen M. Young COO, CCO

Pauleen graduated from Winthrop University in December 2001 with a Bachelor of Science in Business Administration with a concentration in accounting. She has also completed additional graduate courses at Winthrop University.

She began working for the firm in 1994 while in high school and attending college courses towards her undergraduate degree. She continued to work and gain valuable experience the entire time she attended school. She currently works with both accounting/tax clients and financial planning/investment advisory clients. Additionally, she serves as the Chief Operating Officer and the Chief Compliance Officer of both firms.

Pauleen enjoys spending time with her husband, Chris, and two sons, Matthew and Andrew. She also enjoys teaching third-fifth graders Sunday school and being involved in other children's activities at her church.

Fran D. O'Quinn CFP®

Fran graduated from the University of North Florida with a Bachelor of Science in Business Administration with a concentration in accounting. She passed her Certified Financial Planner Examination in 2005 and also passed upon her first sitting. This is an accomplishment achieved by approximately only 51% of individuals sitting for the exam. Fran joined LePhew Financial Services, Inc. in 2001.

Prior to joining LePhew Financial, she gained industry experience in various accounting and finance areas with Allied Bendix Aerospace, AAA Headquarters, and Orangewood Christian School. She currently works with both accounting/tax clients and financial planning/investment advisory clients.

Fran and her husband, Wes, now live in Rock Hill and have three sons. Fran is an active member at Westminster Presbyterian Church and volunteers her time to several local ministries in areas of accounting and budgeting. Fran enjoys family, reading, the outdoors, and hiking.

Sarah Louise Mickle

Sarah graduated from Clemson University with a Bachelor of Science in Business Administration with a concentration in marketing in 2010. She is currently enrolled in the Certified Financial Planning Program at CPCC and is studying to obtain her Certified Financial Planning Certificate.

She joined the firm in January of 2011 and assists with client relationship management to all accounting/tax clients and financial planning/investment advisory clients.

Sarah now lives in Charlotte and enjoys running, live music, going to the beach and being with her friends and family.

Rhonda K. Howell

Rhonda graduated from York Technical College with an Associate Degree in Business Management and earned her Bachelor of Science in Business Administration with a concentration in accounting from the University of Phoenix.

Rhonda joined the firm in 2004, she is the smiling face that greets you when you come in the door. She also assists with client relationship management to all accounting/tax clients and financial planning/investment advisory clients.

Prior to joining the LePhew Financial Services, Inc. Rhonda gained industry experience in accounting and finance areas through her work for First Baptist Church, Hodgson Chemicals, Inc., and Southern International Fireworks, Inc.

She and her husband Kenneth now live in Rock Hill and have two children. She enjoys spending time with her granddaughters and family, digital scrapbooking, and reading.