Legal & Financial Directory

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ACCOUNTANTS

Russi

John E. Russi, CPA
John E. Russi, Certified Public
Accountant, P.A.
7575 Dr. Phillips Blvd., Suite 320, Orlando • 407-345-1191
russicpa@aol.comhttp://www.russicpa.com

In 1991, John E. Russi, CPA, formed John E. Russi, Certified Public Accountant, P.A. He provides services to a wide array of businesses and individuals, including, but not limited to, accounting and bookkeeping; payroll preparation and returns; tax-return preparation and tax planning; and financial, retirement and succession planning. Russi graduated with a bachelor’s degree in accounting from the University of Bridgeport in Bridgeport, Conn., and he is a member of the Florida Institute of Certified Public Accountants.


ATTORNEYS

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Cary L. Moss, Esq.
Sawyer & Sawyer, P.A., Attorneys at Law
8913 Conroy-Windermere Road, Orlando • 407-909-1900
cmoss@sawyerandsawyerpa.comhttp://www.sawyerandsawyerpa.com

Cary L. Moss, Esq., was admitted to the bar in 1998. She practices Medicaid planning, estate planning, guardianships, trust administration, special-needs trusts and probate. She received her bachelor’s in liberal arts from the University of Florida and juris doctor degree from Stetson University College of Law. She is a member of The Florida Bar, Orange County Bar Association, and National Academy of Elder Law Attorneys; and serves as secretary and on the board of directors for the Academy of Florida Elder Law Attorneys.


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Thomas P. Moss, Esq.
Sawyer & Sawyer, P.A., Attorneys at Law
8913 Conroy-Windermere Road, Orlando • 407-909-1900
tmoss@sawyerandsawyerpa.comhttp://www.sawyerandsawyerpa.com

Thomas P. Moss, Esq., was admitted to the bar in 1998. He practices business and corporate planning, estate planning, guardianships, trust administration and probate. He received his bachelor’s in business administration from Bowling Green State University, master’s from Stetson University, and Juris Doctor from Stetson University College of Law. He is a member of The Florida Bar, Orange County Bar Association, Florida State Guardianship Association, and National Academy of Elder Law Attorneys.


FINANCIAL PROFESSIONALS

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Allen D. Brinckerhoff, First Vice President, Investments
Brinckerhoff Financial Group of
Raymond James & Associates Inc.
301 E. Pine St., Suite 1100, Orlando • 407-648-4488
http://www.bfgorlando.com

Allen D. Brinckerhoff has been a financial adviser for 24 years. He attended Mercer University and graduated with a bachelor’s in economics. In 1987, he became a financial adviser with A.G. Edwards & Sons Inc. in Orlando. In 2006, he and his sons, David and Matthew Brinckerhoff, joined together to form The Brinckerhoff Financial Group within A.G. Edwards. In 2008, the team moved its practice to Raymond James & Associates.


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David A. Brinckerhoff, CFP, Associate Vice President, Investments
Brinckerhoff Financial Group of
Raymond James & Associates Inc.
301 E. Pine St., Suite 1100, Orlando • 407-648-4488
http://www.bfgorlando.com

David A. Brinckerhoff, CFP, has been a financial adviser for more than 11 years. He attended Florida State University and graduated cum laude with a bachelor’s in marketing. In 2000, he became a financial adviser at A.G. Edwards & Sons Inc. In 2008, Brinckerhoff achieved the designation of certified financial planner, recognizing his expertise in the area of financial planning. He is very active in the community, currently serving as president of the Rotary Club of Lake Buena Vista.


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Matthew L. Brinckerhoff, AAMS, Associate Vice President, Investments
Brinckerhoff Financial Group of
Raymond James & Associates Inc.
301 E. Pine St., Suite 1100, Orlando • 407-648-4488
http://www.bfgorlando.com

Matthew L. Brinckerhoff, AAMS, has been a financial adviser for 11 years. He attended Florida State University and graduated with a bachelor’s in marketing. He decided to join the family business right away and became a financial adviser with A.G. Edwards & Sons Inc. in 2001. He quickly attained the accredited asset management specialist designation early in his career. Brinckerhoff is also active in the community.


Oehlstrom

Neil Oehlstrom, Financial Adviser
Edward Jones
3200 S. Hiawassee Road, Suite 204, Orlando • 407-295-8300
http://www.edwardjones.com

Neil Oehlstrom is a financial adviser with Edward Jones. His office is located in the Ashley Park business complex in MetroWest, and he has been serving the MetroWest, Dr. Phillips, Bay Hill and Windermere areas for more than 17 years. The Edward Jones firm works with individual investors to assist in meeting their financial needs for retirement, savings, education and estate planning. Oehlstrom, a longtime Central Florida resident, serves clients throughout Florida and the U.S., and is available to meet at his office or clients’ homes for a complete and complimentary financial review.


strunc

David I. Strunc, CRPC, Founding Partner
Sunrise Wealth Advisors Inc.
6052 Turkey Lake Road, Suite 101, Orlando • 407-237-0116
dstrunc@sunrisewealthadvisors.comhttp://www.sunrisewealthadvisors.com

David I. Strunc, CRPC, founded Sunrise Wealth Advisors Inc. with the idea of breaking away from the big firms and wire-houses by not selling proprietary products, but instead offering advice that is completely independent and unbiased. Strunc focuses and specializes in small-business planning, practicing doctors and attorneys, Deferred Retirement Option Program and Florida Retirement System plans, families acquiring wealth, and 401(k) and IRA rollover options, as well as planning for life and income after age 65.