Member of the Firm, CPA
Industries: Physicians, Retail, Real Estate, Hospitality and Professional Services
Connie is a licensed Certified Public Accountant in Florida and Georgia. She has been practicing public accounting since 2004. Her prior experience is in trust tax compliance and internal audit for a large financial institution.
Connie services a variety of industries including physicians, home health agencies, retail, real estate agents/business brokers, hospitality, interior designers, landscaping, and professional service firms. She provides tax planning, consulting and compliance services for private and closely held businesses, individuals, trusts and estates.
Connie serves on the board of the Palm Beach Estate Planning Council, serves on the north county advisory board of a financial institution, and is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, and Juno Beach Civic Association.
She is dedicated to serving the community and volunteers for Friends of Jupiter Beach and supports the Juno Beach Civic Association.
Connie resides in Jupiter, Florida with her family and works out of our Juno Beach office. She is a graduate of Florida Atlantic University in Boca Raton, Florida, with a B.S. in Accounting.