
Debbie is a Certified Public Accountant and has over 20 years of experience in public accounting in the area of Taxation – specializing in HNW/UHNW individual taxation. Debbie’s experience spans the full range from local CPA Firms in Tampa, to Mid-Market Accounting/Advisory Firms and a rotation with a Big 4 Accounting Firm. She has extensive experience with Federal tax compliance and corresponding with Federal and State taxing authorities – to include Federal Taxpayer Advocate offices.
I’ve learned the most by paying attention to what pushes me and what pulls me. The more I follow that awareness, the more intentional I become about where I spend my energy and how I grow.
In between finishing my undergraduate studies in accounting and entering the Public Accounting profession, I spent a few years managing/selling Corporate Special Events across much of the US for many large hospitals and large corporations. Key relevant experience that taught me how to multi-task, stay calm under pressure, and adapt quickly – all while delivering excellent client service. Two completely unrelated fields that both rely heavily on similar key personal characteristics for success.
Debbie is married with a son who recently graduated from Law School.
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