Broker Check

Team

You Can Rest Assured That You Have Professionals On Your Side. 

In 1987, Sylvia C. Presley earned the highest credential awarded by the IRS – the Enrolled Agent (EA) license. 

As an EA, she represents clients in tax matters before the IRS. Sylvia Presley has upheld the EA license continuously since that time, making her a highly experienced and knowledgeable professional in her field.

*Enrolled to Practice before the Internal Revenue Service.

 
Chief Accountant, Enrolled Agent (EA)*, CERTIFIED FINANCIAL PLANNER™, Accredited Tax Advisor, B. S. in Business Administration (University of Tennessee)...

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Vedrana (Vee) Grbic

Senior Accountant / Office Manager

(407) 331-7665

(407) 331-5884

Series 6 Registered Rep, B.S. in Accounting (UCF), Staff Accountant, Office Manager, Notary Public, Financial Planning Assistant, Certified QuickBooks ProAdvisor

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Marcheta (Keta) Holloway

Client Services Administrator/Accountant

(407) 331-7665

(407) 331-5884

Staff Accountant, 30 years expertise in all areas of accounting including bookkeeping, payroll, and administrative services.

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Lisa Melendez

Senior Staff Accountant

(407) 331-7665

(407) 331-5884

A.S. & B. S. in Accounting (Florida Metropolitan University), Business Expertise in Banking & Retail Industry.

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George R. Presley

IT Manager

(407) 331-7665

(407) 331-7665