Broker Check

Our Team

Daniel C. Zebrowski, CPA, PFS


Dan, a Summa Cum Laude graduate of Ole Miss, holds a Bachelors of Accountancy and a license to practice as a CPA in Maryland. Also, he is a member of the Florida Institute of Certified Public Accountants and is a CPA/PFS AICPA...

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Theresa O

Operations & Office Manager

17 years of experience as an Executive Legal Secretary8 years of experience in Financial Service Operations & Back Office Management

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Dr. Yosaira M. Zebrowski

Accountant & Client Wellness Program Director

Doctor of Dentistry from Pontificia Universidad Catolica Madre y Maestra in the Dominican Republic (Catholic University in Santiago, Dominican Republic)

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Bill Ault

Para-Accountant & IT/Database Administrator

Jane Sanson


Patricia Thompson


David Puente


Brett Lazenby

Hardware & Software Engineer - Non-Staff Affiliate

Undergraduate Degree In Information Technology from the University of Mississippi

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Patrick L. Smith

Attorney - Non-Staff Affiliate

Estates, Wills & Trusts Patrick L. Smith, Esq. Phone: (352) 204-0305 Fax: (352) 314-8881

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Becky Skipper

Para-Legal - Non-Staff Affiliate

Para-LegalEstates, Wills & Trusts Patrick L. Smith, Esq. Phone: (352) 204-0305 Fax: (352) 314-8881

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Renee Stoffel

Tax Accountant - Non-Staff Affiliate

Owner - Eagle Accounting & Taxes PO Box 1114 Tavares, FL 32778 Phone: (352)

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Duane Bishoff, CPA

Bishoff & Associates, PLLC - Non-Staff Affiliate

13306 Winding Oak Ct, Ste B Tampa, FL 33612 Phone: (352) 702-9332

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Mark E. Clements & Carol J. Wallace

Attorney Elder Law Firm of Clements & Wallace, P.L. - Non-Staff Affiliate

Eldercare Attorneys 310 East Main Street Lakeland, FL 33801 Phone: (863)

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H. John Feldman

Attorney At Law - Non-Staff Affiliate

Board Certified Wills, Trusts and Estates 600 Jennings Avenue, Eustis, FL 32726 Phone: (352) 589-1414 Fax: (352) 589-1726

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Richard William Hennings

Attorney At Law - Non-Staff Affiliate

Real Estate Law 205 N. Joanna Ave. Tavares, FL 32778 Phone: (352) 343-3335

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