Peace of Mind

Hamilton Financial Associates, Inc. Accounting Firm, Durham, NC.

Our Team

Meet Our Staff:

John Gary Hamilton


Gary created Hamilton Financial to capitalize on his 44 years of varied experience. His main focuses are investment management and taxes, while providing oversight to our bookkeeping and payroll services.

After becoming a CPA in 1979, he served on the Audit staff of KPMG, an international CPA firm, then worked as Controller for First National Bank of Atlanta. He has since been CFO and Owner of several private companies and nonprofit organizations.

From 2006-2009, Gary was a Registered Representative at Morgan Keegan (now Raymond James Financial). He formed Hamilton Financial in 2009 in order to have a more comprehensive firm, providing tax and bookkeeping/payroll service to go along with wealth management.

Gary is happily married to Mary Hamilton and has two grown children and four grandchildren. He enjoys spending time with friends, reading and working. 
Gary has a B.S. in Accounting from Florida State University and is enrolled to practice before the IRS. He is fully licensed for securities and holds a Life & Health Insurance license.

Paula Hodges

Brian K. Evans, CPA/PFS

Paula has been with Hamilton Financial since the beginning and has become our seasoned veteran with accounting write-up services. Paula goes beyond the basic bookkeeping ­and payroll services to assist with overall accounting.

Before joining Hamilton Financial, Paula worked at GlaxoSmithKline for 21 years as a research scientist. Her transition to Hamilton was simple given her experience with detail, organization and problem solving.

Paula enjoys biking, hiking and exercise. She earned a B.S. in Microbiology from the University of Florida, and added an Associates of Science degree in Accounting (graduating with a 4.0!) upon joining the firm.

Andrew Beckman

Carla N. Anderson, CPA

Andy joined Hamilton in fall 2012 and primarily focuses on wealth management and insurance.

Prior to Hamilton, Andy worked as marketing director for several non-profit organizations before starting a career in financial services. Since 2009, he has worked as a financial representative in Memphis, TN, and Durham, NC, before landing at Hamilton Financial.

Andy has found his niche helping our clients organize their assets and assisting with wealth management.

He is married to Heather Beckman, has a black lab named Fife, and is an avid tennis player. He holds a B.S. in Business Administration (Finance) from Auburn University. War Eagle!

Heather Beckman

Katie M. King, CPA

Heather joined Hamilton in January 2013 to provide bookkeeping/payroll and accounting services. She has been providing these services to various companies and organizations for the past eight years.

Prior to this career, Heather led a girls’ camp in Upstate New York for seven years. Running a camp provided experience that helps her serve clients today with detail, organization and communication. She has a knack for business and operations and the importance of making the numbers work.

Heather is married to Andy Beckman and has a black lab named Fife. She loves to exercise, garden, cook, and spend time doing outdoor activities. She has a B.S. in Exercise Science with a minor in business, and a M.S. in Exercise Physiology, both from James Madison University.

Jacob Seipt

Shirley A. Lehtinen

Jacob joined Hamilton in December 2019 to assist Gary with tax preparation and provide bookkeeping and payroll services.

Before this career, Jacob worked as an elementary school music teacher in greater-Boston. He sought to apply his skills in a financial career and initiated a career change in 2018. His long-term goals include obtaining CPA licensure and providing a variety of financial services to his clients.

Jacob is an avid music lover and enjoys spending time with his wife Marissa and friends. He holds a B.M. in Music Education from Gordon College and is currently working on a M.S. in Accounting with a concentration in tax at Southern New Hampshire University.

Natalie Helms

Brian K. Evans, CPA/PFS

Natalie joined Hamilton Financial in January 2016 to assist Gary with tax preparation and provide bookkeeping and payroll services throughout the year.

Before this career, Natalie worked as a consultant for an employee benefits agency, acting as a liaison between employers and insurance companies. She thrives on understanding complex issues and presenting the best option to clients, making her a natural fit in the finance and tax world.

Outside of work, Natalie enjoys playing the piano, cheering for the Duke Blue Devils, and hiking with her husband, Robby, and their energetic corgi mix, Figaro. She holds a B.A. in Linguistics from Duke University.

William C. Ware

Carla N. Anderson, CPA

Wic joined Hamilton Financial in late 2018. He focuses on providing clients with tax preparation, bookkeeping/payroll and accounting services. He also offers business consulting services that include project management, strategic planning and operational process improvement.

Prior to Hamilton Financial, Wic obtained a CPA license in mid-2018 and has held positions as a bank loan underwriter, management consultant to small businesses and non-profits, in health care system administration, and community economic development. He spent over a decade providing advisory services to many small businesses in different industries, and to non-profits. He enjoys getting to know entities and individuals, and assisting them with tax preparation and managing their books. Wic wants clients to have peace of mind about these areas so that they can focus their time and energies elsewhere.

In his time off he likes to get outdoors, exercise, be on the water, enjoy music, read and travel. Wic has a B.A. in English from University of Virginia, an MBA from the Kenan-Flager Business School at UNC, and is currently a licensed CPA. He speaks fluent French and basic Spanish.

Orkhan Bowman

Katie M. King, CPA

Orkhan provides bookkeeping services and has her MBA from Virginia Tech.

Tax Due Dates