Daniel C. Brock, CPA – Senior Tax Manager
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.
Stephen Clements, CPA – Senior Manager, Audit & Assurance Services
904.224.9943 | Email Stephen
Stephen primarily manages audits of financial statements and benefit plans. His industry focus includes healthcare, engineering/construction, auto dealerships and real estate. He has over eight years of experience. Stephen earned his Bachelor’s and Master’s in Accounting at the University of Georgia.
Wanda Couch, ERPA, QPA, QKA – Operations Manager, Retirement Plan Services
904.224.9940 | Email Wanda
Wanda has over 20 years of experience in the Retirement Plan field and currently manages the operations of LBA’s Retirement Plan Services department. She also oversees the administration of the largest and most complex clients in the department. Wanda is originally from Orlando, Florida.
Oksana Gonzalez, EA– Tax Manager
904.224.9791 | Email Oksana
Oksana has over eight years of public accounting experience and works with large, multi-state organizations, as well as small-to middle-market organizations, in industries such as professional services, healthcare and real estate. Oksana is originally from Sevastopol, Crimea and earned her Bachelor degree in Business Administration in Accounting from Kharkov State University (Ukraine).
Mark W. Klebe, CPA, PFS, CGMA – Senior Tax Manager
904.394.0848 | Email Mark
Mark brings over 20 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.
Gregory S. Lacina, CPA – Tax Manager
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.
Tim Lamm, CPA – Manager, Audit & Assurance Services
904.224.9909 | Email Tim
Tim has over 14 years of public and private accounting experience and handles company financial statement audits, reviews and compilations, specializing in the manufacturing and distribution, construction and retail industries. He is a licensed CPA in New York and Florida. Tim earned his bachelor’s degree from Bryant College (now Bryant University) and his MBA from Hofstra University.
Jon Lee, CPA – Tax Manager
904.224.9794 | Email Jon
Jon joined LBA in December 2012 as a Staff Accountant, with a promotion to Manager in 2015. He has eight years of tax and accounting experience. He earned his Bachelor’s in Accounting from Georgia Southwestern State University.
Kaitlyn P. Weatherly, CFP® – Wealth Advisor
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 Zeman, CPA, CVA – Senior Manager
904.224.9918| Email Therese
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.