ACCOUNTANTS
James K. Duerr, CPA
Small Business Resources USA Inc.
1601 Park Center Drive, Suite 6A, Orlando • 407-298-4646
www.sbrorlando.com
James K. Duerr, certified public accountant, has extensive tax planning and business consulting experience, working with corporations and individuals. Duerr received his master’s of taxation from Long Island University in New York and is certified by New York and Florida as a CPA. He has worked in a large New York City public firm, as well as his own practice. He has helped many multistate corporations with allocations between states and multistate individual returns. In addition, Duerr has done extensive work on investment strategies for real estate investors in the U.S. and abroad, including 1031 exchanges, real estate professional status, and entity structuring.
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Mark S. Mondry, CPA
Mondry Accounting, LLC
7380 W. Sand Lake Road, 5th Floor, Orlando • 407-625-9589
mondrycpa@gmail.com
Mark S. Mondry, certified public accountant, is the founding and managing member of Mondry Accounting, LLC. He graduated from The University of North Dakota in 1977, passed the CPA exam in 1978, and has been a continuous member of The American Institute of Certified Public Accountants since then. He has more than 10 years of public accounting experience and has prepared personal, corporate, partnership, fiduciary and nonprofit tax returns. He has more than 20 years of experience in the corporate world, where he has worked for companies with sales in excess of $100 million as a controller and chief financial officer.
Mondry has served on the boards of several corporations and served and chaired a number of communities for professional organizations and service clubs. He is the past president of a Lions Club and currently serves on the board of directors for his homeowners association.
Mondry provides personal attention to all clients prepares all tax returns himself. He also provides CFO services on a part-time, per diem or project basis.
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John E. Russi, CPA
John E. Russi, Certified Public Accountant, P.A.
7575 Dr. Phillips Blvd., Suite 320, Orlando • 407-345-1191
russicpa@aol.com
In 1991, John E. Russi, certified public accountant, formed John E. Russi, Certified Public Accountant, P.A., in the Dr. Phillips area of Southwest Orlando. He provides services to a wide array of businesses and individuals, including, but not limited to, accounting and bookkeeping; payroll preparation and returns; tax-return preparation and tax planning; and financial, retirement and succession planning.
Russi graduated with a bachelor’s degree in accounting from the University of Bridgeport in Bridgeport, Conn., and he is a member of the Florida Institute of Certified Public Accountants.
He is a co-founder and former president of the Rotary Club of Southwest Orlando, now the Rotary Club of Dr. Phillips-Noon. He also served as a board member for Dr. Phillips Little League Inc. and Dr. P. Phillips YMCA Family Center.
ATTORNEYS
Lynn B. Aust, Esq.
Law Offices of Lynn B. Aust, P.L.
1220 E. Livingston St., Orlando • 407-447-5399
doveattorney@austlaw.biz • www.austlaw.biz
Lynn B. Aust, Esq., graduated from the University of Florida with an undergraduate degree in journalism and graduated cum laude from Stetson University College of Law with a juris doctor degree. Her practice is limited to estate planning, probate, guardianship and business planning.
Aust is a member of The Florida Bar, Orange County Bar Association, Real Property Probate and Trust Law Section of TFB, St. Luke’s United Methodist Church Advocates of Grace Legal Ministry, Disney Entrepreneurial Center’s 100 Club, and many other community boards and organizations.
Before practicing law, Aust was a flight attendant for Delta Air Lines, where she honed her people skills, enabling her to listen well to what her clients have to say in order to determine their legal needs.
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Eric Lee Benson
The Wheelock Law Firm, LLC
7601 Della Drive, Suite 19, Orlando • 407-648-5742
www.wheelocklawfirm.com
Eric Lee Benson is a litigator for The Wheelock Law Firm, LLC, in Dr. Phillips, and he handles family matters and criminal defense cases. He received his bachelor’s degree from the University of South Florida, graduated from the Cumberland School of Law at Samford University, and was admitted to The Florida Bar in 1986. He was admitted to the U.S. District Court, Southern District of Florida in 1989.
Benson served the State of Florida handling criminal matters as an assistant state attorney and served as a senior attorney for the Florida Department of Health. He is a member of TFB Family Law and Criminal Law sections.
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Joseph E. Boatwright
Billings, Morgan & Boatwright, LLC
399 Carolina Ave., Suite 100, Winter Park • 407-679-9900
www.billingslawfirm.com
Joseph E. Boatwright is a graduate of the University of Florida Fredric G. Levin College of Law, and he has practiced as a civil trial lawyer in Central Florida for Billings, Morgan & Boatwright, LLC, for 25 years. He is certified by The Florida Bar Board of Legal Specialization and Education as a civil trial specialist.
Boatwright also has earned the premier AV-rating from Martindale-Hubbell, which illustrates that he has reached the height of professional excellence, practiced law for more than 10 years, and is recognized for superior levels of skill and integrity. In addition, Boatwright is a member of the Million Dollar Advocates Forum, a group of trial lawyers who have won million or multimillion dollar verdicts or settlements for their clients. In 2009, Boatwright was named a Florida Super Lawyer, which indicates that he is in the top 5 percent of attorneys in Florida.
A Florida native, Boatwright has lived in Orlando for 34 years.
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Cressman Law Firm, P.A.
13350 W. Colonial Drive, Suite 350, Winter Garden • 407-877-7317
www.cressmanlaw.com • www.cfl-bankruptcylaw.com
Mark P. Cressman, who is originally from Lake Worth, received his bachelor’s degree in political science from the University of Florida in 1988. He attended law school at Nova Southeastern University Shepard Broad Law Center and graduated in 1994. Cressman began his legal career in South Florida and moved to Winter Garden in 2002. From 1996 to 2006, he exclusively practiced medical malpractice law. In 2006, Cressman opened his own law practice.
Cressman primarily practices in the areas of personal injury and bankruptcy law, where he maintains an open door policy, allowing his clients direct access to him without the need to schedule appointments. Cressman’s cases include automobile and trucking accidents, medical malpractice, dog bite or animal attack injuries, slip and fall injuries, motorcycle accidents, theme park-related injuries, drownings and wrongful death cases. He also represents clients before the U.S. Bankruptcy Court for the Middle District of Florida.
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Patti Fuller, Esq.
Fuller Law Firm, P.A.
7575 Dr. Phillips Blvd., Suite 255, Orlando • 407-226-9155
pfuller@pfullerlaw.com
Patti Fuller, Esq., has more than 25 years of legal experience and is the founding partner of Fuller Law Firm, P.A. She provides caring advice to seniors and their families regarding elder law and estate planning to help them cope with their particular legal challenges. She provides legal assistance for Medicaid planning for long-term care, wills, trusts, living wills, durable powers of attorney, health-care surrogate designations, veterans’ benefits, guardianship and asset protection.
Fuller earned her undergraduate degree from Boston College and law degree from St. John’s University School of Law. She is admitted to practice law in New York and Florida and is a member of the National Academy of Elder Law Attorneys Inc.; Academy of Florida Elder Law Attorneys; Elder Law and The Real Property, Probate and Trust Law sections of The Florida Bar; and Elder Law Committee of the Orange County Bar Association.
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Kristen M. Jackson, partner
KM Jackson Law Firm, P.A.
5728 Major Blvd., Suite 600, Orlando • 407-363-9020
www.kmjlawfirm.com
Kristen M. Jackson is the founding partner of KM Jackson Law Firm, P.A. She graduated from Stetson University College of Law in St. Petersburg and was admitted to The Florida Bar in 1984. She has a master’s in taxation and is a Florida-certified public accountant. Jackson has been practicing law in Orlando for 25 years and earned an AV-rating from Martindale-Hubbell, signifying the highest level of professional excellence and integrity.
Jackson’s primary areas of practice include estate planning; and elder, business, real estate, family and immigration law. She is a member of The Florida Bar, Orange County Bar Association, Central Florida Estate Planning Council, Florida Institute of Certified Public Accountants, Central Florida Real Estate Council, and American Immigration Lawyers Association. She is a past president of the Central Florida Association for Women Lawyers and past member of the Executive Council of the Orange County Bar Association.
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Michael B. Jones
The Wheelock Law Firm, LLC
7601 Della Drive, Suite 19, Orlando • 407-648-5742
www.wheelocklawfirm.com
Michael B. Jones practices all aspects of family and bankruptcy law for The Wheelock Law Firm, LLC, in Dr. Phillips. The Massachusetts native received his undergraduate degree from the University of Chicago and continued his studies at the University of Florida, where he was awarded his juris doctorate in 1981. Jones was admitted to The Florida Bar that year. He is a member of the U.S. District Court for the Middle District of Florida and Family Law Section of TFB.
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Mary Ann Morgan
Billings, Morgan & Boatwright, LLC
399 Carolina Ave., Suite 100, Winter Park • 407-679-9900
www.billingslawfirm.com
Mary Ann Morgan, a Martindale-Hubbell AV-rated lawyer, is a past president of the Orange County Bar Association. She is a partner at Billings, Morgan & Boatwright, LLC, and she practices in the area of civil trial law. She served as president of the Legal Aid Society of OCBA Inc. and president of the Young Lawyers Section of OCBA. She serves on the board of governors for The Florida Bar, representing the Ninth Judicial Circuit Court of Florida.
Morgan is on the board of directors for the Central Florida Trial Lawyers Association and is a member of the Florida Justice Association, having testified before the Senate Judiciary Committee about issues important to the profession and consumers. She also served on the board of directors for The Florida State University College of Law Alumni Association.
Morgan is among the Leading American Attorneys, Florida Super Lawyers and Lawdragon’s Top 500 Lawyers in America. She is a member of the Million Dollar Advocates Forum and is a supporting fellow of the American Inns of Court.
Morgan also has been an active member of the Central Florida Association for Women Lawyers.
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Cary L. Moss, Esq.
Sawyer & Sawyer, P.A., Attorneys at Law
8913 Conroy-Windermere Road, Orlando • 407-909-1900
cmoss@sawyerandsawyerpa.com • www.sawyerandsawyerpa.com
Cary L. Moss, Esq., was admitted to the bar in 1998. She practices Medicaid planning, estate planning, guardianships, trust administration, special-needs trusts and probate. She received her bachelor’s in liberal arts from the University of Florida and juris doctor degree from Stetson University College of Law. She is a member of the Florida Bar, Orange County Bar Association, and National Academy of Elder Law Attorneys.
Sawyer & Sawyer, P.A., maintains a diversified practice that includes elder law, estate planning, asset preservation and protection, guardianships, social security disability, probate and trust administration, Medicaid planning and business planning.
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Thomas P. Moss, Esq.
Sawyer & Sawyer, P.A., Attorneys at Law
8913 Conroy-Windermere Road, Orlando • 407-909-1900
tmoss@sawyerandsawyerpa.com • www.sawyerandsawyerpa.com
Thomas P. Moss, Esq., was admitted to the bar in 1998. He practices business and corporate planning, estate planning, guardianships, trust administration and probate. He received his bachelor’s degree in business administration from Bowling Green State University, master’s from Stetson University, and juris doctor degree from Stetson University College of Law. He is a member of The Florida Bar, Orange County Bar Association, and National Academy of Elder Law Attorneys.
Sawyer & Sawyer, P.A., maintains a diversified practice that includes elder law, estate planning, asset preservation and protection, guardianships, social security disability, probate and trust administration, Medicaid planning and business planning.
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Melody U. Masuda Pullen, Esq.
Law Office of Melody Pullen, P.A.
7635 Ashley Park Court, Suite 503, Orlando • 407-347-8880
melody@pullenlawoffice.com • www.pullenlawoffice.com
Melody U. Masuda Pullen, Esq., founded the Law Office of Melody Pullen, P.A., and practices in the areas of foreclosure defense, bankruptcy, immigration and criminal law. She graduated from William S. Boyd School of Law at the University of Nevada, Las Vegas. She was admitted to The Florida Bar in 2006 and worked for two years as an assistant state attorney in Lake County. Before joining TFB, Pullen worked as an intern in the trial division of the Department of Homeland Security, district attorney’s office, and Department of Family Services in Las Vegas.
Pullen is a member of the Orange County Bar Association, Lake County Bar Association, Lake County Young Lawyers’ Association, and National Association of Consumer Bankruptcy Attorneys; and is admitted to practice in the U.S. District Court for the Middle District of Florida.
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Robert J. Wheelock
The Wheelock Law Firm, LLC
7601 Della Drive, Suite 19, Orlando • 407-648-5742
www.wheelocklawfirm.com
Founder of The Wheelock Law Firm, LLC, Robert J. Wheelock has served the legal needs of the Dr. Phillips community for more than 20 years.
He received his undergraduate degree from Duke University. In 1981, he received his juris doctorate from Western New England College School of Law, where he was a member of the law review. Wheelock was admitted to the Connecticut Bar Association in 1981 and The Florida Bar in 1983.
In private practice since 1985, Wheelock provides services in numerous areas of law, including family and criminal law, wills, estates, bankruptcy, probate, corporate matters and military law. A former U.S. Navy judge advocate, Wheelock represents service personnel around the world in divorces with military issues and military justice matters.
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Cynthia M. Winter
The Wheelock Law Firm, LLC
7601 Della Drive, Suite 19, Orlando • 407-648-5742
www.wheelocklawfirm.com
Cynthia M. Winter was born and raised in Florida. She received her undergraduate and law degrees from the University of Florida. Winter was admitted to The Florida Bar in 2009 and is a member of the Family Law Section of TFB. She practices at The Wheelock Law Firm, LLC, in the areas of family law, bankruptcy, probate and all litigation matters. The firm is located in Dr. Phillips.
FINANCIAL PROFESSIONALS
Michael Fraher, MBA, ChFC, LUTCF, CRPC, Senior Financial Advisor
Ameriprise Financial
719 Peachtree Road, Suite 100, Orlando • 407-206-7487
michael.a.fraher@ampf.com
Michael Fraher, MBA, ChFC, LUTCF, CRPC, and his wife of 21 years, Kathy, are Bay Hill residents. His areas of focus include personal financial planning for retirement, retirement-plan distributions, income- and wealth-preservation strategies, investments, and tax- and estate-planning strategies. Fraher helps his clients understand what is important to them and their families and keeps them on track as their situations evolve and market conditions change. This provides effective, personalized solutions over time, and he values the long-term relationships developed with his clients through this process.
Fraher, an Ameriprise Platinum Financial Services advisor, has qualified for the company’s Circle of Success, and is a member of the Society of Financial Services Professionals and Central Florida Estate Planning Council. He received his Master of Business Administration from Suffolk University in Boston and has earned the Chartered Financial Consultant, Life Underwriter Training Council Fellow, and Chartered Retirement Planning Counselor designations.
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Ronald W. Garrison, certified financial planner, Financial Advisor
Morgan Stanley Smith Barney
201 E. Pine St., 11th Floor, Orlando • 407-849-4709
ronald.garrison@morganstanley.com • www.morganstanley.com/fa/ronald.garrison
Ronald W. Garrison, certified financial planner and Financial Advisor, has more than 12 years of experience in the financial services industry. Since starting his practice, Garrison has focused on assisting families in preparing for and enjoying their lives in the years after full-time work. He believes that helping to protect purchasing power, while ensuring that assets last, requires developing a unique, custom approach to each client’s personal situation.
Garrison has built a strong educational background that he draws upon to provide guidance and service to his clients. He received his bachelor’s in business administration in finance from Baylor University in Waco, Texas, and has satisfied the requirements to become a certified financial planner. The CFP designation encompasses advanced training and education in the areas of investment management, estate planning, taxation, insurance and retirement planning.
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Kim Hone, vice president, wealth management banker
Fifth Third Private Bank
200 E. Robinson St., Suite 900, Orlando • 407-999-3296
kim.hone@53.com • www.53.com
Kim Hone, vice president, wealth management banker, has served in the financial services industry for 20 years. She was with Bank of America from 1989 to 2009, where she won the prestigious President’s Award five times, among many other performance awards. She has served in several roles within the banking environment, with the past 10 years dedicated to the wealth management of high net-worth clients.
Hone believes that high net-worth clients are looking for a wealth-management team that is proactive with valuable advice, reactive to clients’ needs, and focused on helping clients reach their financial goals. She believes in the “under promise and over deliver” concept and surrounds herself with reliable, successful teammates whom she and her clients can trust and rely upon.
Hone attended Kennesaw State College, now Kennesaw State University, and has been actively involved in the community for many years. Her memberships include Leadership Orlando, Downtown Orlando Partnership and others. She currently holds Series 6, 7, 63 and 66 licenses.
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John Skandamis, mortgage banker
Cherry Creek Mortgage Co.
4700 Millenia Blvd., Suite 175, Orlando • 407-210-6521
www.cherrycreekmortgage.com
John Skandamis is a branch manager for Cherry Creek Mortgage Co., which funded in excess of $3 billion worth of residential loans in 2009.
As a mortgage banker, Skandamis has access to a full spectrum of products, including conforming, jumbo, Federal Housing Administration and U.S. Department of Agriculture loans, as well as reverse mortgages.
Skandamis and his team provide clarity, confidence and control in real estate financing. By educating his clients on their options, Skandamis is able to help take the stress out of financial matters.
He also helps families with short sales and can help them avoid foreclosure. Skandamis creates exit strategies for those who do not know which way to turn.
Skandamis, a graduate of Clemson University, is an active member of The Rotary Club of Dr. Phillips, is on the board of trustees for St. Luke’s United Methodist Church at Windermere, and serves on the board of his homeowners association.
LEGAL PROFESSIONAL
Paula Ferreira
KM Jackson Law Firm, P.A.
5728 Major Blvd., Suite 600, Orlando • 407-363-9020
www.kmjlawfirm.com
Paula Ferreira graduated magna cum laude from Rollins College with a bachelor’s degree in international affairs. She is the firm’s immigration administrator and manages the immigration law practice. Ferreira brings 3.5 years of comprehensive immigration experience, along with a multinational perspective on world cultures, politics, economics and business. She also speaks four languages — English, Portuguese, Spanish and French.
Ferreira is responsible for the preparation and research of a number of specialized cases, including investor, temporary worker, employment, and family and marriage visas; green cards; asylum; naturalization; and others. Additionally, Ferreira is familiar with governmental institutions that regulate such affairs through the Department of Homeland Security and Department of Justice.
She is currently enrolled in the Dwayne O. Andreas School of Law at Barry University and will continue to strengthen her skills and knowledge in becoming a practicing lawyer.
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