Our Team
James C. Goar, CPA, CFP®
Partner
Jim graduated from Washington & Lee University with a major in economics and earned an advanced degree in accounting from the University of Florida. Jim is certified in the State of Florida and is a Certified Financial Planner. Before starting Goar, Endriss & Walker, P.A. in 1970, he practiced public accounting at Arthur Young & Co. in Jacksonville, Florida, and Arthur & Swearingen, in Sarasota, Florida.
Jim is a member of the American Institute of CPAs, the Florida Institute of CPAs, and the Southwest Florida Estate Planning Council.
Phone: 941-366-6380 Extension 120
Email: jgoar@gewcpa.com
Kathleen R. Walker, CPA/ABV, CFP®
Partner
Kathleen graduated cum laude from the University of South Florida in 1979 with a degree in accounting and earned an accreditation in Business Valuation from the AICPA in 2001. She earned her designation as a Certified Financial Planner from the College for Financial Planning in 1988 and leads the firms financial planning division.
Kathleen is a member of the American Institute of CPAs, the Florida Institute of CPAs and the Southwest Florida Estate Planning Council. She is Treasurer for SPARCC, Treasurer of the Zonta Club of Sarasota chapter of Zonta International and chair of the Perpetual Foundation of the First United Methodist Church of
Sarasota.
Phone: 941-366-6380 Extension 150
Email: kwalker@gewcpa.com
Shawn S. McCray, CPA
Partner
Shawn holds two degrees, having graduated from the University of South Florida with a degree in accounting and the University of Missouri with a degree in finance. In addition to being a CPA, Shawn has extensive experience working with business start-ups and Fortune 500 companies in management consulting, information technology services, outsourcing, and offshoring.
Shawn also lived and worked in Europe for over five years. He is a member of the American Institute of CPAs and the Florida Institute of CPAs.
Phone: 941-366-6380 Extension 130
Email: smccray@gewcpa.com
Margery K. Schiller, CFP®
Financial Planning Manager
Phone: 941-366-6380 Extension 140
Email: mschiller@gewcpa.com
Diane E. Bensen, CPA, CFP®
Accountant
Phone: 941-366-6380 Extension 160
Email: dbensen@gewcpa.com
Andrea F. Heller, CPA
Accountant
Phone: 941-366-6380 Extension 210
Email: aheller@gewcpa.com
Jean L. Johnson, CFP®
Accountant
Phone: 941-366-6380 Extension 220
Email: jjohnson@gewcpa.com
Nels S. Matson
Accountant
Phone: 941-366-6380 Extension 290
Email: nmatson@gewcpa.com
Marianne B. Murphy
Bookkeeper
Phone: 941-366-6380 Extension 250
Email: mmurphy@gewcpa.com
Catharine M. Lewis
Firm Administrator
Phone: 941-366-6380 Extension 240
Email: clewis@gewcpa.com
Mary J. Grimes
Administrative Assistant
Phone: 941-366-6380 Extension 230
Email: mgrimes@gewcpa.com
Bonnie Adams
Administrative Assistant
Phone 941-366-6380 Extension 260
Email: badams@gewcpa.com
Karen Metz
Receptionist
Phone: 366-6380 Extension 100
Email: kmetz@gewcpa.com