Personal Representative & Business Advisor
Tae Shin
Shin Law Firm, P.A.
407.730.7814
tshin@shinlawgp.com
Accounting
David Lemar
Hanna, Lemar & Morris CPA’s P.A.
813.985.1148
jr@hlmcpa.com
Tax Law / Estate Planning
Tae Shin
Shin Law Firm, P.A.
407.730.7814
tshin@shinlawgp.com
Family Attorney
Joshua B. Walker
Walker, Revels, Greninger, PLLC
407-789-3017
jwalker@wrg.law
Risk Management / Insurance
Nathan M. Rose
Assured Partners
321-926-4684
Nathan.Rose@AssuredPartners.com
Financial Advisors
Walker Henderson
Merrill Lynch
561.276.1615
600 E. Atlantic Ave.
Delray Beach, FL
Email
Michael McCausland
Morgan Stanley
407.740.4900
michael.mccausland@morganstanley.com
Timothy Koerper
Worrell Koerper Private Wealth Management Group of Wells Fargo Advisors
407.649.6077
timothy.koerper@wellsfargo.com
Real Estate Management – NC
Johnathan Tuel
145 Elderberry ridge Rd.
Beech Mountain NC 28604
207-350-9223
J.Tuel@caldwellfo.com
Real Estate Management – FL
Jesse Dewey
Citrus Landscape Solutions
1101 Central Park Dr
Sanford Fl 32771
407-759-1260
Jdewey@citruslandscapesolutions.com
Real Estate Management – PA
Bill Younker
724 Bristlecone Dr.
Gibsonia Pa 15044
B.youngker@caldwellfo.com