Phone: (904) 224-9784 | Email Daniel
Daniel serves many of The LBA Group’s closely held business clients, many of which are in the manufacturing industry. Daniel began in the firm as an accounting intern after earning his Bachelor’s degree from the University of Florida and rejoined the firm in 2006 after earning his Master’s degree at Boston College.
Matthew B. Cochran, CFA, CRPC®
Portfolio Manager, LBA Wealth Management
Phone: (904) 394-0841 | Email Matt
Matthew is the portfolio manager for LBA Wealth Management working closely with the Chief Investment Officer, David Albaneze, CFA, in analyzing macro/micro economic trends, security analysis, and daily management of portfolios. Matthew received his Bachelor’s from Appalachian State University and has over seven years of experience.
Emily Cornaire, CPA
Senior Tax Manager
Phone: (904) 224-9900 | Email Emily
Emily has eight years of experience and focuses her practice on the firm’s Construction clients. As a Senior Manager and Team Leader in the firm’s Tax and Business Services department, she oversees many of the firm’s most complex clients. She earned her Bachelor’s degree from Jacksonville University.
Phone: (904) 224-9921 | Email Barbara
Barbara oversees the majority of The LBA Group’s not-for-profit audit engagements. Barbara has over eight years of experience. She earned her Bachelor’s and Master’s degrees from Florida State University.
Phone: (904) 224-9910 | Email Rachel
Rachel’s focus is on business and individual income tax planning and preparation, including multi-state tax strategies and proactive tax planning. She has 12 years of experience and earned her Bachelor’s degree from the University of West Florida and her Master’s degree from the University of North Florida.
M. C. Harrell, CPA
Tax Director of Personal and Not-for-Profits
Phone: (904) 224-9766 | Email M. C.
M. C. is a Tax Director and works on tax planning and preparation with our not-for-profit and individual clients. She earned her Bachelor’s degree from the University of Florida and has over 30 years of experience.
Phone: (904) 224-9777 | Email Becky
Becky focuses her practice on not-for-profit, manufacturing and professional services audits and reviews. Becky earned her Bachelor’s degree from Rider University and she has nine years of public accounting experience.
Mark W. Klebe, CPA, CMA, PFS
Phone: (904) 394-0848 | Email Mark
Mark brings over 18 years of experience in public accounting and another 12 years in
private industry as a Chief Financial Officer. Mark earned his Bachelor’s degree from the University of Central Florida.
Phone: (904) 224-9908 | Email Jennifer
Jennifer handles tax planning and preparation within the industries of healthcare, investment services, professional services and construction/real estate. Jennifer also specializes in state and local taxation and planning. She earned her Bachelor’s and Master’s degrees from the University of Central Florida. Jennifer has over six years of experience.
Phone: (904) 224-9938 | Email Greg
Greg has been a valued member of The LBA Group’s tax team since joining the firm in 2007. His focus is on tax planning and preparation for businesses and individuals. He earned his Bachelor’s in Accounting and Master’s in Taxation from Florida International University.
Phone: (904) 224-9911 | Email Jason
Jason has nine years of experience and focuses his efforts on serving the firm’s clients who practice in healthcare, real estate, retail, and professional services. Jason earned his Bachelor’s degree in Business from Murray State University and his Master’s degree in Business Administration from the University of North Florida.
Phone: (904) 224-9765 | Email Shelly
Shelly oversees bookkeeping and cash management for LBA Business Accounting Solutions clients. Shelly is a QuickBooks Certified ProAdvisor®, an Enterprise Certified ProAdvisor®, Bill.com Guru Certified and a Certified Xero Advisor. She has over 14 years of experience and earned her Associate’s degree in Business Management from the University of S. Dakota.
Phone: (904) 224-9756 | Email Scott
Scott handles company financial statement audits, reviews and compilations, and employee benefit plan audits, with focus on the financial services, transportation, logistics and hospitality industries. He earned his Bachelor’s degree from Florida State University. Scott has over 10 years of experience.
Phone: (904) 224-9923 | Email Becky
Becky has over nine years of experience with proactive tax planning, business and individual income tax planning and preparation, and multi-state tax strategies. She earned her Bachelor’s degrees in Accounting and Finance through James Madison University.
Kaitlyn E. Pandzik, CFP®
Phone: (904) 394.0837| Email Kaitlyn
Kaitlyn currently works with clients to develop, implement and monitor unique financial strategies. She also assists with asset allocation selection and wealth planning based on the client’s current financial needs. Kaitlyn earned her Master of Finance degree from Tulane University A.B. Freeman School of Business. Kaitlyn has over six years of experience in wealth management.
Therese has over 18 years of experience in tax and accounting focusing on small businesses, succession planning, retirement, consulting and tax planning. She is originally from southern Minnesota, where she attended Minnesota State University for her Bachelor’s degree in Computer Science after which she went on to obtain an MBA from the University of Minnesota.