Our Firm

We are a Professional Association. Our shareholders are Certified Public Accountants regulated by the State of Florida. Our company is also registered with the Florida Department of Banking as a licensed Registered Investment Advisor.

The shareholders of the company have over one hundred years combined experience in the field of public accounting.

The professional staff includes individuals with the following designations:

• Certified Public Accountants (regulated by The State of Florida)
• Certified Financial Planners (Regulated by The Certified Financial Planner Board of Standards, Inc.)
• Personal Financial Specialists (Regulated by The American Institute of Certified Public Accountants)
• Registered Investment Advisors (Regulated by the Florida Department of Banking)
• Insurance Providers (Regulated by the Florida Department of Insurance)

The company is also affiliated with Financial Advocates of Central Florida, Inc. Financial Advocates has provided financial elder care services for over nineteen years in the Volusia County area.