OUR FIRM PARTNERS

Gail, the founding partner of the firm, is a Certified Public Accountant, Certified Fraud Examiner, CERTIFIED FINANCIAL PLANNER™ practitioner, Florida Supreme Court Certified Family Mediator. She is also Accredited in Business Valuation and Certified in Financial Forensics from the American Institute of CPAs. Gail has been recognized as an outstanding community leader on numerous occasions and was the 2013 Laureate for the Junior Achievement Business Hall of Fame of Lee County.

Joni is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, and a Personal Financial Specialist. Her industry experience includes medical, construction, retail, professional, service, and manufacturing. She utilizes her expertise and financial planning knowledge to provide innovative and creative solutions for individuals, businesses, estates, and trusts. She also specializes in tax services for both businesses and individual clients with an emphasis on strategies that minimize tax liabilities.

Randy is a Certified Public Accountant. His wide-range of industry knowledge includes construction, service companies, medical practices, estates, trusts, fiduciary accounting, retail, manufacturing, and non-profit organizations. Randy is responsible for training and developing the firm’s tax team. He manages the entire tax preparation process, from planning and calculations through delivery of a completed return.

Tami is a Certified Public Accountant, a Certified Healthcare Business Consultant, and an Advanced Certified QuickBooks ProAdvisor. She provides consulting and tax services to businesses and individuals, with a specialty in medical and dental practices. She works closely with physicians and administrators in all aspects of practice management, from startup to mergers and acquisitions. Her industry experience includes medical, professional, service, and manufacturing. Tami is a graduate of the University of South Florida and has been with the firm since 1998.

Angela is a Certified Public Accountant, as well as a Certified Construction Industry Financial Professional. Angela provides consulting and tax services to businesses and individuals, with a specialized focus in serving the construction industry. Angela works closely with her clients, along with their internal and external professional teams, to guide them in successful tax and strategic business planning. Her industry experience includes medical, construction, retail, professional, service, and manufacturing. Angela is a graduate of the University of South Florida and joined the firm in 2002.

Kelsey is a Certified Public Accountant and Certified Fraud Examiner. She provides forensic accounting and litigation support services for matters and disputes involving financial investigation and estimation of loss, including shareholder and partner disputes, fraud investigations, malpractice claims, personal injury and wrongful death claims, and family law litigation, among others. Since joining the firm in 2006, Kelsey has been recognized on several occasions for her leadership and service to the community.

Victoria is a Certified Public Accountant and a Certified Healthcare Business Consultant. She offers consulting and tax services to both business and individual clients, with a specialized focus in the healthcare industry. When working with medical and dental practices she guides physicians and their teams in all aspects of practice management including startup, mergers, and acquisitions. Her additional industry experience includes medical, professional, service, and manufacturing. Victoria is a graduate of Florida Gulf Coast University and joined the firm in 2005.

Julio is a Certified Public Accountant. He provides consulting and tax services to businesses and individuals, with a specialized focus in serving the construction industry. Julio works closely with his clients, along with their internal and external professional teams, to guide them in successful business planning. His area of expertise is in the construction and service company industries, and he provides tax and strategic planning for individuals and businesses. Julio graduated from Thomas Edison State College in Trenton, New Jersey and joined the firm in 2013.