Broker Check

Our Team

Ron Porat, CPA

President

(813) 870-0060

(813) 870-1052

[email protected]

Ron has over 20 years of accounting and financial management experience, specializing in integrating profit improvement and “state of the art” tax planning to maximize wealth creation for his clients. Among his accomplishments, Ron...
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Tomica Beauchene, EA

Director of Tax & Operations

[email protected]

Heather Wetsell

Investment Management Supervisor/Administrative Support

[email protected]

Sergio Perez

Client Relations Specialist

8138438483

[email protected]

Marcy Kubel, CPA

Senior Accountant

Dawn Bristol

Accounting Administration Supervisor

[email protected]