New Team Member

Introducing Our New CPA, Michael!

We are excited to welcome Michael to our team!

Michael brings rich expertise to financial management. With a degree in Financial Services and Accounting from the University of West Florida and an 18-year career ranging from auditing at a CPA firm to serving as Finance Director for Santa Rosa County, Michael deeply understands financial principles and practices.

Michael is passionate about helping clients achieve their financial goals. He specializes in helping individuals and businesses grow wealth, manage their finances, and plan for retirement. Michael is also a certified public accountant (CPA), which means he has met the highest education, experience, and ethics standards.

We are confident that Michael will be a valuable asset to our team and our clients. He is a highly skilled and experienced financial professional who is dedicated to providing excellent service.

Michael’s focus is now on offering virtual CFO services to businesses. His experience allows him to provide valuable financial insights and strategies tailored to your specific needs.

If you are looking for help with your finances, please contact Michael today. He would be happy to discuss your needs and help you develop a plan to achieve your financial goals.