Financial Directory

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Timothy Bateman, MBA, CDFA®
Business Name: Ameriprise Financial Services, Inc.
Address: 2170 W. State Road 434, Ste 214 Longwood Fl 32779
Website Address: Ameriprise Financial
Phone Number: 407-862-6466
One Case Collaborative Project: Contact for more information
Note Takers: Contact for availability
Richard M. Ornstein, CPA
Business Name: Glickstein Laval Carris, P.A.
Address: 220 E. Central Parkway, Suite 1040, Altamonte Springs, FL 32701
Website Address: http://www.glccpa.com
Phone Number: 407-645-4775
Note Takers: Contact for availability
Mark A. Coleman, CPA, CGMA
Business Name: Strombeck Consulting, Inc. CPA's
Address: 150 Terra Mango Loop, Orlando FL 32835
Website Address: Strombeck Consulting
Phone Number: 407-781-2829
Diane L. Womack, CPA, ABV, CFF, CFE
Business Name: RGL Forensics
Address: 390 N. Orange Avenue Suite 1890, Orlando, Fl. 32819
Website Address: http://www.rgl.com/
Phone Number: (407) 217-6900
Kirk Barr Young, CFP®, ChFC®, RFC®, CLU®, CEP®, CDFA™
Business Name: BARR Financial Services LLC
Address: 2160 North Park Avenue, WINTER PARK, FL 32789
Website Address: http://www.BARRLLC.com
Phone Number: 407-622-0018
Megan Wolfe, CPA, RFC, CDFA
Business Name: Wolfe Financial Group
Address: 1515 International Parkway, Suite 1001, Lake Mary, FL 32746
Website Address: http://www.WolfeFG.com
Phone Number: 407-333-0355
Adam T. Magill
Business Name: Valuation & Litigation Services, LLC
Address: 839 N Magnolia Ave, Orlando, FL 32803
Phone Number: 407-233-4180
Susan L. Wozena, CPA, CVA
Business Name: Synergist Valuation Consulting, LLC
Address: PO Box 950732, Lake Mary, FL 32795
Phone Number: 877-464-4940
Lee O. Upton, III, MS, MBA, CVA
Business Name: Premier Quantitative Consulting, Inc.
Address: 1591 Lake Baldwin Ln, Unit B, Orlando, FL 32814
Website Address: PQC, Inc.
Phone Number: 407-895-6555
Nicole Roger Finegan, CPA
Business Name: HMS Certified Public Accountants, PA
Address: 457 Lake Howell Road, Maitland, FL 32751
Website Address: http://www.hmscpa.com
Phone Number: 407-571-4080 x 1010
David McCarron
Business Name: McCarron CPAs
Address: 628 Ellen Drive
Website Address: David J McCarron CPA PA
Phone Number: 4078977050
Monika H. Negron, MST, CPA
Business Name: CliftonLarsonAllen LLP
Address: 420 S. Orange Ave, Suite 500 Orlando, FL 32801
Phone Number: 407-802-1214
Note Takers: Contact for availability
Dianne M. Webb CFP®, EA, CDFA™
Business Name: Stonebridge Financial Planning Group, LLC
Address: 921 N. Pennsylvania Ave. Winter Park, FL 32789
Phone Number: 407.695.7100
Chad D Elferink
Business Name: Chad D. Elferink, C.P.A., P.A.
Address: 499 North State Road 434, Suite 2029
Website Address: http://www.cdecpa.com
Phone Number: 407-788-1300
Thomas J Gillmore, CPA, ABV, CFF, CFE
Business Name: Gillmore Accounting Practice, P.L.
Address: 2431 Aloma Avenue, Suite 124 Winter Park, FL 32792
Phone Number: 407-716-4795
One Case Collaborative Project: Contact for more information
Rhonda Shurtleff, CFP®, EA, CDFA™
Business Name: Stonebridge Financial Planning Group, LLC
Address: 921 N. Pennsylvania Ave. Winter Park, FL 32789
Phone Number: 407-695-7100
Karla Starkey
Business Name: HMS Certified Public Accountants
Address: 457 Lake Howell Rd., Maitland, FL 32751
Website Address: http://www.hmscpa.com
Phone Number: 407-471-4080
Jennifer Gavrich
Business Name: BDO
Address: 6707 Romney Lane, Windermere FL 34786
Website Address: https://www.bdo.com/
Phone Number: 954-552-7700
One Case Collaborative Project: Contact for more information