Meet Our Associates

Cheryl, Staff Accountant
Our Staff Accountant Cheryl has been with the firm since 1988 and has come to be invaluable in the service and support she provides to the firm and our clients. Cheryl is the administrative force that keeps things moving in our office. Cheryl and her husband Bill reside in Deltona.
 
Tracy, Administrative Assistant
Tracy is the glue that keeps it all together in the office. She began working with the firm during the 2006 tax season. Tracy and her husband Dan live in Osteen with their 2 children Erik and Shannon.
 
Kristi, Staff Bookkeeper
Kristi became our Staff Bookkeeper in the Fall of 2006. She manages our monthly and quarterly business accounting clients. The work she performs allows our clients to focus on the aspects of their business where they are really needed instead of spending time doing bookkeeping. She and her husband Gordon live in Deltona with their 3 children DJ, Jayden, and Lexi.
 
Sue, Financial Planning Assistant
Sue was hired in 2009 as an assistant to Bob to expand our Financial Services Division. Sue has exceptional administrative skills and brings over 20 years of Financial Planning experience to our office. Sue and her husband Dave live in DeBary.
 
Kate, Receptionist
The first person you see when you visit us is our Receptionist, Kate. She began working with the firm just before the 2010 tax season. Kate is the one who calls to confirm your appointment lets you know that your items are ready for pick up. Kate lives in Orange City and has 3 grown children. When she is luck enough to have some free time she and her husband Lee enjoy riding motorcycles with their friends,