TOM FLAVIN, CPA/PFS, CVA
CEO & FOUNDER
Thomas P. Flavin has 30 years of continuous experience as a certified public accountant providing a broad range of services to businesses, nonprofits, professionals and individuals. He has extensive experience in auditing, accounting and financial reporting; developing financial projections, forecasts and budgets; business valuations and litigation support.
Tom can handle the financial reporting requirements of such highly regulated and diverse environments as volunteer health and welfare organizations, private and charter schools, government defense contracting, mortgage banking, condominium and homeowner association reporting, special tax district reporting, federal and state election campaign committee reporting and para-mutual wagering.
BARBARA NOONEY, CPA/PFS, CGMA
Barbara Nooney has over 24 years of continuous experience in auditing, accounting and financial reporting for non-profit and for profit entities in both the private and public sector. She has specialized in non-profit auditing and financial reporting. Her experience also includes tax compliance, preparation and planning at the federal, state and local level for individuals and all forms of business entities.
Barbara has developed advanced skills in multiple business environments such as member associations, religious organizations, charter school reporting, employee benefit plans, retail, wholesale, manufacturing, technology and health care.
MATTHEW A. TRESKOVICH, CFA, CPA/PFS, CITP, CFP®, CMA, AEP®, MBA, CLU, ChFC, FLMI
Matt has over two decades of experience in wealth management, tax planning, and financial planning.
He is a Certified Public Accountant licensed in Florida and holds a number of professional credentials:
- Chartered Financial Analyst
- Personal Financial Specialist
- Certified Information Technology Professional
- Certified Financial Planner(R)
- Certified Management Accountant
- Accredited Estate Planner (R)
- Chartered Financial Consultant
- Chartered Life Underwriter
- Fellow of the Life Management Institute