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 Sarasota.
Phone: 941-366-6380 Extension 120
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
Andrea F. Heller, CPA
Phone: 941-366-6380 Extension 210
Jean L. Johnson, CFP®
Phone: 941-366-6380 Extension 220
Phone: 941-366-6380 Extension 170
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
James C. Goar, Retired
Margery K. Schiller, Retired