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The Team

SUM > Individual

Our team simplifies your life by equipping you with the clarity to make good financial decisions.

Partners

Mike Torres, CPA

Managing Partner

view bio Mike Torres, CPA
Kevin Keen, CPA

Partner

view bio Kevin Keen, CPA
Jeff Crippen, CPA

Partner

view bio Jeff Crippen, CPA
Brenda Ford, CPA, PFS

Partner

view bio Brenda Ford, CPA, PFS
Matt White, CPA

Partner

view bio Matt White, CPA

Administrative

Jamie Ferriman, MBA

Administrative Manager

Ocala

email Jamie Ferriman, MBA
Judy Mountain

Administrative Staff

Ocala

email Judy Mountain
Juliane Jay

Administrative Staff

Ocala

email Juliane Jay
Alicia Smith

Administrative Staff

The Villages

email Alicia Smith
Lisa Bentley

Administrative Staff

Leesburg

email Lisa Bentley
Katie Marshall

Administrative Staff

Ocala

email Katie Marshall
Krystal Dale, MBA

Business Operations Coordinator

Ocala

email Krystal Dale, MBA

Accounting

Teresa Campbell

Accounting Senior

Ocala

email Teresa Campbell
Katherine Delk

Accounting Staff

Ocala

email Katherine Delk
Brian Tully, CPA

Accounting Senior

Ocala

email Brian Tully, CPA
Amy Veron

Accounting Senior

Ocala

email Amy Veron
Naomi Vandergrift

Accounting Staff

Ocala

email Naomi Vandergrift
Joey Arose

Accounting Staff

Leesburg

email Joey Arose
Austin Markham

Accounting Staff

Ocala

email Austin Markham

Audit

Amanda Cachat

Audit Staff

Ocala

email Amanda Cachat
Margaret Anne McGuire

Audit Senior

Ocala

email Margaret Anne McGuire

Tax

Beau Ehlers

email Beau Ehlers
Brandon Tatum

Tax Staff

Leesburg

email Brandon Tatum
Christian Clark

Tax Staff

Ocala

email Christian Clark
Jo Harris, CPA

Tax Manager

Ocala

email Jo Harris, CPA
Deborah Lawson, CPA

Tax Manager

Ocala

email Deborah Lawson, CPA
Debi Pilarczyk, CPA

Tax Manager

Ocala

email Debi Pilarczyk, CPA
Jerett Schrader

Tax Staff

Ocala

email Jerett Schrader
Owen McCarthy

Tax Staff

Ocala

email Owen McCarthy
Jeffrey Lampert

Tax Staff

Ocala

email Jeffrey Lampert

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