Senior Tax Advisor
As a licensed CPA, Sterling understand the complexities of the tax code and can make informed decisions regarding personal finances relative to a client’s tax position.
Sterling also holds his Series 65 as an Investment Advisor Representative and enjoys assisting clients with retirement planning and other personal financial goals.
He has several years of experience in both private and public accounting. His past experience includes serving as the Accounting Manager for a manufacturing company located in FL and more recently serving as an International Tax Associate assisting clients with their U.S. international tax compliance.
Sterling received his Bachelor of Arts in Accounting from Florida Atlantic University in 2011. More recently, he received his Masters in Accountancy (MAcc) from Florida Southern College located in Lakeland, FL.