Our Team

Christopher M. Chiaro CPC/QPA/QKA/ERPA
Christopher M. Chiaro
Pension Shareholder
John Cotterman CPC/QPFC/APR/ERPA
John Cotterman
Pension Shareholder
Shirley Fieber CPA
Shirley Fieber
Shareholder
Ann Harman CPA
Ann Harman
Manager
Dan Harris CPA
Dan Harris
Manager
Barbara A. Jones CPA/CFP®
Barbara A. Jones
Shareholder
Johna Kennedy-Preston CPC®
Johna Kennedy-Preston
Healthcare Business Operations Consultant
Robert J. Lane CPA
Robert J. Lane
Managing Shareholder
Brian Leidel CPA/CFP®/PFS
Brian Leidel
Shareholder
Tracy O'Neill SHRM-SCP/SPHR/AAAPM
Tracy O’Neill
Chief Administrative Officer
Phoebe Trumpler CPA
Phoebe Trumpler
Shareholder
Heather Williams CPA/CFP®
Heather Williams
Shareholder

Contact Us

location icon

Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, Fl 33607
Phone: 813.675.8800

Lets Get Started.

 

Verification

 
leading edge alliance move project logo green business logo 2016 IPA 200