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Financial Professionals

Robert Baldree Jr. CPA/ ABV, CFF/ CVA

Tamara Shumate Brown, CFP/CDFA

C. Todd Burg

Beverly Greene, CPA

  • 401 Fourth Street North
    St. Petersburg, FL 33701
  • 727-898-1020

Bob Grieb

Peter J. Hanson, CPA/ ABV, CVA, CFF

  • 727-327-7771

J. David Harper, CPA

Jeannie Holliday, CFA/ CDFA

Odalys Z. Lara, CPA, CVA, CFFA, CFD

  • Perzel and Lara Forensic
    2105 Drew Street
    Suite 200
    Clearwater, FL 33765
  • 727-466-0777

Litigation Support Advisors, PLC

Kathy Mills, CPA/ ABV, CFF/ CVA

  • Lewis, Birch & Ricardo, LLC
    1530 West Cleveland Street
    Tampa, FL 33606
  • 813-594-1400

Gloria J. Patterson, CFP/ CDFA

  • Divorce Advisors, Inc.
    611 Druid Rd. E.
    Suite 707
    Clearwater, FL 33756
  • 727-450-0678

Anthony S. Phillips, CPA/ ABV/ CFF

Kathleen K. Toth, CPA, CDFA

  • Toth Financial, LLC
    8270 Woodland Center Blvd.
    Tampa, FL 33614
  • 813-920-4904
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