James C. Goar, CPA, CFP®
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
Kathleen R. Walker, CPA/ABV, CFP®
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
Phone: 941-366-6380 Extension 150
Shawn S. McCray, CPA
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
Margery K. Schiller, CFP®
Financial Planning Manager
Phone: 941-366-6380 Extension 140
Diane E. Bensen, CPA, CFP®
Phone: 941-366-6380 Extension 160
Andrea F. Heller, CPA
Phone: 941-366-6380 Extension 210
Jean L. Johnson, CFP®
Phone: 941-366-6380 Extension 220
Nels S. Matson
Phone: 941-366-6380 Extension 290
Marianne B. Murphy
Phone: 941-366-6380 Extension 250
Catharine M. Lewis
Phone: 941-366-6380 Extension 240
Mary J. Grimes
Phone: 941-366-6380 Extension 230
Phone 941-366-6380 Extension 260
Phone: 366-6380 Extension 100