Service Providers

Personal Representative & Business Advisor

Hasib Bangloria
Company
Phone
Email

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

Assured Partners
Phone
Email

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

Jonathan
Company
Phone
Email

Real Estate Management – FL

Name
Company
Phone
Email