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

Mike Torres, CPA

Kevin Keen, CPA

Partner

Kevin Keen, CPA

Brenda Ford, CPA, PFS

Partner

Brenda Ford, CPA, PFS

Matt White, CPA

Partner

Matt White, CPA

Operations

Krystal Dale

Firm Administrator

Ocala

Juliane Jay

Firm Bookkeeper

Ocala

Laura Camaj

Administrative Assistant

Ocala

Administrative

Judy Mountain

Administrative Manager

Ocala

Alicia Smith

Administrative Staff

The Villages

Lisa Bentley

Administrative Staff

The Villages

Katie Daughtry

Administrative Staff

Ocala

Kasey Childress

Administrative Staff

Ocala

Kasey Childress

Accounting

Brian Tully, CPA

Accounting Manager

Ocala

Brian Tully, CPA

Teresa Campbell

Accounting Senior

Ocala

Teresa Campbell

Amy Veron

Accounting Senior

Ocala

Austin Markham

Accounting Senior

Ocala

Donna Catterson

Accounting Senior

Ocala

Donna Catterson

Naomi Vandergrift

Accounting Staff

Ocala

Naomi Vandergrift

Brandon Richter

Accounting Senior

Ocala

Brandon Richter

Joselyn Rodriguez

Accounting Staff

Ocala

Joselyn Rodriguez

Tax

Deborah Lawson, CPA

Lead Tax Manager

Ocala

Deborah Lawson, CPA

Jo Harris, CPA

Tax Manager

Ocala

Nate Evans, CPA

Tax Manager

Ocala

Nate Evans, CPA

John Daus, CPA

Tax Manager

Ocala

Christian Clark

Lead Tax Senior

Ocala

Christian Clark

Bryanna Joiner

Tax Senior

The Villages

Bridgett Sykes

Tax Staff

Ocala

Codey Hogan

Tax Staff

Ocala

Katrina Matter

Tax Staff

Ocala

Hannah Harper

Tax Staff

Ocala

Emma Porter

Tax Staff

Ocala

Dillon Berhenke

Tax Staff

Ocala

Dillon Berhenke

Keith Davis

Tax Staff

Ocala

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