Daniel C. Brock, CPA - 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 - 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 seven years of experience. Stephen earned his Bachelor’s and Master’s in Accounting at the University of Georgia.
Matthew B. Cochran, CFA, CRPC® - Portfolio Manager, LBA Wealth Management
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
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.
Hope E. Drabek, CPA - Tax Manager
904.224.9757 | Email Hope
Hope’s focus is on small, closely held businesses within the real estate, construction, and service industries. Hope obtained her Master’s and Bachelor’s degrees in Accounting from the University of North Florida and she has over 15 years of experience.
Rachel Hall, CPA - Senior Tax Manager
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
904.224.9766 | Email M. C.
M. C.’s focus is on business and individual tax planning and preparation for the firm’s not-for-profit, healthcare, and individual clients. She earned her Bachelor’s degree from the University of Florida. She is a Tax Director with over 30 years of experience.
Becky King - Senior Manager, Audit & Assurance Services
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, PFS, CGMA - Tax Manager
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.
Jennifer Koopman, CPA - Tax Manager
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.
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.
Shelly Lingor - Business Accounting Solutions Manager
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.
Scott Mattson, CPA - Senior Manager, Audit & Assurance Services
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.
Becky Mincer, CPA - Senior Tax Manager
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® - 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 - Tax 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.