Founder:
Brett S. Sheedy, CFP, CPA, PFS, MBA, JD, LLM
Professional Licenses and Designations:
Attorney at Law – 1998
Certified Public Accountant – 2001
Masters in Laws (LLM Taxation) – 2005
Registered Investment Advisor – 2006-2007 & 2026-Present
Life & Health Insurance Producer – 2006
General Securities Representative – 2007 (expired)
Masters of Business Administration – 2011
Certified Financial Planner – 2025
Education:
1990 – John Carroll Catholic High School – High School Diploma
1995 – Auburn University: Harbert School of Business – Bachelor of Science (Accounting) Cum Laude
1998 – Samford University: Cumberland School of Law – Juris Doctorate
2005 – University of Alabama, Tuscaloosa: University of Alabama School of Law – Masters of Laws (LLM Taxation)
2011 – University of Alabama, Birmingham: Collat School of Business – Masters of Business Administration (3.94/4.0 GPA)
Professional Experience:
1998 – 1999: PricewaterhouseCoopers LLP – Tax Consultant
2000 – 2001: Ernst & Young LLP – Tax Consultant
2002 – 2003: United States Senator Jeff Session Campaign – Assistant Finance Manager
2003 – 2005: Waldrep, Stewart & Kendrick LLP – Associate Attorney Business, Tax & Estate Planning Attorney
2005 – 2008: Brett S. Sheedy, Attorney at Law, LLC – Business, Tax & Estate Planning Attorney
2010 – 2011: UAB – Collat School of Business – Management, Information Systems & Quantitative Methods – Graduate Teaching Assistant
2011 – 2016: Partners Tax & Accounting LLC – President
2017 – Current: Strategic Tax & Accounting LLC – Founder, Managing Member & CEO
2017 – Current: Strategic Law LLC – Founder, Managing Member & CEO
2025 – Current: Strategic Financial Planning LLC, Founder, Managing Member & CEO
Community Service:
2009 – 2010: Board Member – My Sister’s Place – Montevallo, Alabama
2011 – 2014: Board Member & Vice President – Special Equestrians – Indian Springs, Alabama