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Our Team

Jonathan Levy

Shareholder
  • University of Arizona, B.S., B.A.
  • New York University, J.D.
  • Admitted to Practice in Florida
  • Private Pilot

Suzanne Meiners-Levy

Shareholder
  • Pro Bono Director
  • Vanderbilt University, B.S.
  • New York University, J.D.
  • Admitted to Practice in Florida, New York, Tennessee, and Texas

Joseph Quackenbush

Legal Director
  • University of Florida, B.A.
  • University of Miami, J.D.
  • Admitted to practice in Florida

Richard Yan

Chief Operating Officer
  • University of Florida, B.S.
  • George Washington University, J.D.
  • Admitted to practice in Florida
  • CPA, Massachusetts

Daniel B. Smith

Senior Legal Advisor
  • The College of New Jersey, B.S.
  • Seton Hall University School of Law, J.D.
  • Admitted to practice in Florida, New York, and New Jersey

Phoebe Joseph

Legal Advisor
  • University of South Florida, B.A.
  • University of Florida, J.D.
  • University of Florida, LL.M. Taxation
  • Admitted to practice in Florida

Jaret Helinger

Legal Advisor
  • Florida State University, B.S.
  • Boston University, LL.M. Taxation
  • Stetson University College of Law, J.D.
  • Admitted to practice in Florida

Christopher Necaise

Legal Advisor
  • University of Southern Mississippi, B.A. Magna Cum Laude
  • University of Mississippi School of Law, J.D. Cum Laude
  • Certified in Remote Sensing, Air & Space Law
  • Certified in Business Law
  • University of Florida Levin College of Law, LL.M. in Taxation
  • Admitted to practice in Florida & Mississippi

Robert Hilton

Legal Advisor
  • Brigham Young University, B.S.
  • University of Miami School of Law, J.D.
  • Admitted to practice in Florida

Brian Camilli

Legal Advisor
  • University of Florida, B.S.
  • University of San Diego, M.S.
  • Florida State University College of Law, J.D.
  • Admitted to practice in Florida

Mark Clanton

Director of Business Development

  • University of Kansas, B.S., Business Administration

Robert Wohlrabe

Senior Tax Advisor
  • University of Wisconsin, B.B.A Accounting
  • CPA, Florida and Wisconsin
  • Manager, 8 years at National Accounting Firm
  • 20+ years as CFO in Marine Industry

Spencer L. Garrity

Senior Tax Advisor
  • University of San Francisco, B.S.B.A Finance
  • Florida Gulf Coast University, M.S. Accounting & Taxation
  • CPA, Florida
  • AICPA Member
  • FICPA Member

Zachariah Schleicher

Senior Tax Advisor
  • University of South Florida, B.S. Accounting
  • University of South Florida, M.S. Accounting & Taxation
  • CPA, Florida
  • AICPA Member
  • FICPA Member

Josh Bridgemohan

Senior Tax Advisor
  • University of Tampa, B.S. Accounting
  • AICPA Member
  • FICPA Member
  • V.I.T.A. Volunteer
  • Notary Public (Florida)

Austin Molan

Tax Advisor

  • University of Tampa, B.S., Finance

Matthew K. Mitchell

Tax Advisor
  • University of South Florida, B.S. Accounting
  • University of South Florida, B.S. Business Administration
  • University of South Florida, MBA

Hasan Benbourenane

Tax Advisor
  • University of South Florida, B.S. Accounting

Brian Hofer

Tax Advisor

  • University of Arizona, B.A. Philosophy
  • Arizona State University, M.A. Psychology
  • Arizona State University, M.A. Education

Yen Thai

Staff Accountant

  • University of South Florida, B.S. Accounting
  • University of South Florida, B.S. Management Information Systems

Tricia Smith

Staff Accountant

  • University of the West Indies, B.A. History
  • BYU Marriott School of Business, M.O.B/M.A
  • Nova Southeastern University, M.Acc Program
  • Enrolled Agent

Todd Lytwyn

Staff Accountant

  • University of South Florida, B.S. Accountancy and Analytics

David Arnao

Staff Accountant

  • University of South Florida, B.S. Accounting

Dhimitri Turaku

Staff Accountant

  • Florida Gulf Coast University, B.S. Accounting M.S. Accounting and Taxation

Stephanie Dodd

Office Administrator
  • University of Central Florida, B.S. Legal Studies

Carolissa Jones

Compliance Specialist Supervisor
  • Keiser University, A.A. Paralegal Studies
  • University of South Florida, B.A. Criminology

Peg Egan

Audit Specialist

  • Providence College, B.A.
  • Mercy College, Paralegal Certificate
  • Enrolled Agent

Amy Harding

Receptionist
  • Mercyhurst University, B.A. English
  • Mercyhurst University, B.A. Education

Erin Meyer

Compliance Manager
  • Florida Gulf Coast University, B.S. Political Science
  • New England College of Business and Finance, M.S. Business Ethics & Compliance

Tiffany Medina

Compliance Specialist
  • Hillsborough Community College, A.A. Medical Sciences

Emily Serri

Compliance Specialist

  • Kent State University B.A. TEFL

Kristina Raper

Compliance Specialist

  • Saint Leo University, M.S Criminal Justice
  • DeVry University , B.S. Justice Administration

Nicole Zizich

Compliance Specialist

  • University of Wisconsin, B.A. Communication

Paula Morales

Compliance Specialist

  • Florida Gulf Coast University, B.A. Political Science and Sociology

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