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

Jeff Crippen, CPA

Partner

Jeff Crippen, CPA

Brenda Ford, CPA, PFS

Partner

Brenda Ford, CPA, PFS

Matt White, CPA

Partner

Matt White, CPA

Administrative

Jamie Ferriman, MBA

Administrative Manager

Ocala

Jamie Ferriman, MBA

Judy Mountain

Administrative Staff

Ocala

Juliane Jay

Firm Bookkeeper

Ocala

Alicia Smith

Administrative Staff

The Villages

Lisa Bentley

Administrative Staff

Leesburg

Roxy Prescott

Administrative Staff

Ocala

Laura Camaj

Administrative Assistant

Ocala

Accounting

Brian Tully, CPA

Accounting Manager

Ocala

Brian Tully, CPA

Teresa Campbell

Accounting Senior

Ocala

Teresa Campbell

Amy Veron

Accounting Senior

Ocala

Katherine Delk

Accounting Senior

Ocala

Austin Markham

Accounting Senior

Ocala

Donna Catterson

Accounting Senior

Leesburg

Donna Catterson

Naomi Vandergrift

Accounting Staff

Ocala

Naomi Vandergrift

Tyler Powell

Accounting Staff

Ocala

Audit

Margaret Anne McGuire

Audit Senior

Ocala

Margaret Anne McGuire

Amanda Cachat

Audit Senior

Ocala

Brandon Richter

Audit Staff

Ocala

Brandon Richter

Tax

Deborah Lawson, CPA

Tax Manager

Ocala

Deborah Lawson, CPA

Jo Harris, CPA

Tax Manager

Ocala

Nate Evans, CPA

Tax Manager

Ocala

Nate Evans, CPA

Andy Tamayo, E.A.

Tax Manager

Leesburg

Andy Tamayo, E.A.

Christian Clark

Tax Senior

Ocala

Christian Clark

Jeffrey Lampert

Tax Staff

Ocala

Jeffrey Lampert

Brandon Tatum

Tax Staff

Leesburg

Bryan Aman

Tax Staff

Ocala

Diana Suarez

Tax Staff

Leesburg

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