Our Professionals

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Jay Pelham, CFP®

Principal

Client Services

Miami

Andrew Plinto

Manager

Entrepreneurial Services

Boca Raton

Eliot Schellenberg, CPA, CVA

Principal

Forensic, Advisory and Valuation Services

Ft. Lauderdale

Mark Scott, JD, LL.M.

Principal

Estate & Trust

Miami

Zachary Siegel, CPA

Senior Manager

Assurance & Advisory Services

Boca Raton

Scott Soucy, CGMA

Principal

Outsourced Services

Naples

Heidi Suarez, CPA

Senior Manager

Estate & Trust

Miami

Matthew Wahler, CPA

Principal

Estate & Trust

Boca Raton

Nicole Williams

Senior Manager

Entrepreneurial Services