Our Professionals

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James A. Osteen, JD, LL.M., CPA

Principal

Estate & Trust

Miami

Jay Pelham, CFP®

Principal

Client Services

Miami

Andrew Plinto

Manager

Entrepreneurial Services

Boca Raton

Bryan Saxe, CPA

Principal

Entrepreneurial Services

Boca Raton

Eliot Schellenberg, CPA, CVA

Principal

Forensic, Advisory and Valuation Services

Ft. Lauderdale

Mark Scott, JD, LL.M.

Principal

Estate & Trust

Miami

Zachary Siegel, CPA

Senior Manager

Assurance & Advisory Services

Boca Raton

Scott Soucy, CGMA

Principal

Outsourced Services

Naples

Heidi Suarez, CPA

Senior Manager

Estate & Trust

Miami

Alejandra Vazquez

Manager

Family Office Services

Miami

Matthew Wahler, CPA

Principal

Estate & Trust

Boca Raton