(Principal since 1982.) Received Bachelor’s degree in Business Administration from St. Vincent College, Latrobe, Pennsylvania in 1972. Certified in Florida in 1975. Passed all parts of CPA exam on first attempt. Received Masters in the Science of Management (MSM) degree with a specialization in Taxation from Florida International University in 1979. Received the PFS (Personal Financial Specialist) designation from the AICPA in 1990. Member of AICPA and FICPA. Career includes over 40 years of varied experience in public accounting. Serves as the Firm’s designated Tax Partner. Also serves on the investment committee of the Registered Investment Advisory Firm of Castle Wealth Management.