A native of Florida, he received his Bachelor of Science degree in Accounting from Jacksonville University. He has proudly served in the Coast Guard Reserves, and has given of his time by serving on various Boards of Directors throughout the community. Marty is a member of the American Institute of Certified Public Accountants, and the Florida Institute of Certified Public Accountants.
Rod is a member of the American and Florida Institutes of Certified Public Accountants. He has served in executive capacities on various boards of directors and homeowner associations.
Raised in St. Petersburg, Florida, Rod has been a resident of Central Florida since 1971. He served in the U.S. Air Force and received his Bachelor of Arts degree in accounting from the University of South Florida.
Neal audits and reviews financial statements for companies in industries that include: Construction, Manufacturing, Wholesale, and Not-for-Profit organizations. Neal ran his own independent CPA firm from 1984 through 1991, at which time he joined Glickstein Laval Carris, P.A.
In 2008, Neal was appointed to the City of Orlando Audit Board. Neal is a member of both the American and Florida Institutes of Certified Public Accountants and is active in community and fraternal organizations.
Jim was in analytical cost accounting for several years before entering public accounting, and was previously the managing partner of Loomis and Hable, P.A. for nine years before joining Glickstein Laval Carris, P.A.
He is a member of the American and Florida Institutes of Certified Public Accountants, and has served on various community boards. These include current chairman of the National Aviation Safety Foundation, and Director/Treasurer of the Florida Chiropractic Foundation for Education and Welfare, as well as founding membership on the Board of Directors of the Orlando Shakespeare Festival, and past Board Chairman of the Episcopal Counseling Center.
After serving in the United States Air Force, Jim returned to Central Florida and received his Bachelor of Science in Business Administration (Accounting) from Florida Southern College.
Mary holds CPA certificates in the states of Ohio and Florida. She graduated with a Bachelor of Business Administration degree from the University of Toledo in Ohio. She also holds a Master of Science in taxation, from the University of Central Florida. She is a member of the American, Florida and Ohio Institutes of Certified Public Accountants, and is currently Treasurer of Community Associations Institute.
Bethany is a tax professional with experience in tax preparation, consulting and planning for individuals, corporations, partnerships and estates. Bethany enjoys training new staff personnel who join the firm.
Bethany graduated Magna Cum Laude from the University of Central Florida with a Bachelor of Science in Business Administration (Accounting). She later graduated from UCF with a Master of Science in Taxation degree.
Bethany is a member of both the American and Florida Institutes of Certified Public Accountants.
He has been active as a public speaker for the Central Florida Chapter of Certified Public Accountants, and several other national organizations. Richard served as president of the Central Florida Chapter of the FICPA during 2008 and 2009. Previously he served on the same Board of Directors as Chairman of the Local Practitioners Committee, and on the Board of Directors of Congregation Beth Am as Treasurer and Budget Committee Chairman.
He is a founding Director and Vice President/Treasurer of Greyhound Ranch Adoptions, Inc., a non-profit organization devoted to the preservation of retired racing greyhound lives by providing shelter and medical care, permanent placement of greyhounds in adopting households, and educating the public regarding the characteristics of the greyhound breed.
Richard has the overall responsibility for the firm's tax practice, along with tax research and the monitoring of tax legislation and its impact upon clients. Richard also has a special emphasis in the areas of estate and retirement planning, federal and state income taxation, business entity structures, passive loss rules and foreign investment in U.S. real estate.
Richard received his Master's Degree in Accounting with an emphasis in taxation from the University of Arizona, Tucson, in 1981 and his Bachelor of Arts Degree in Political Science in 1976 from Allegheny College, Meadville, Pennsylvania.
He is a member of both the American and Florida Institutes of Certified Public Accountants.
Paula received her Bachelor of Science in Accountancy from the University of Central Florida in 1983 and graduated Summa Cum Laude. She is a member of the AICPA in the personal financial specialist section, and a member of the FICPA. She is a licensed Certified Financial Planner CFP, a Personal Financial Specialist and a Florida licensed Life Insurance agent.
Born in Tampa, Florida, Russ was raised in the Washington, D.C. area and became a resident of Central Florida in 1973. He graduated from Wake Forest College in 1961 and served in the U.S. Army until 1964.
Russell is a member of the American and Florida Institutes of Certified Public Accountants and is the former Treasurer of Give Kids the World, and a member of the advisory board of the Astronaut Scholarship Foundation, two non-profit organizations.
Shep obtained his CPA certificate in Pennsylvania, and became licensed as a CPA in Florida in 1972. He is a 1969 graduate of Cornell University, Bachelor of Science - Hotel Administration, and he obtained his Masters in Business Administration degree from Drexel University in 1973. He served with the U. S. Army Artillery as a 1st Lieutenant from 1965 to 1968.
Frequently Shep speaks to groups of real estate investors about entity and tax planning for buyers, sellers, and landlords. He is active in the community, having served as President of local Cornell Alumni chapters, boards of religious and CPA organizations, a neighborhood association, and a time share resort.