Diana Jean Velasco
Diane has 15 years of Finance and Accounting experience in different industries with most recent focus on healthcare, and Family & Distributions Office for US clients. She managed a team of professionals with a maximum of 16, performing different functions in end-to-end accounting and Financial Statements preparation. She also has exposure in creating process documentations, […]
Megan Miller
Viel is a meticulous and dedicated bookkeeper with over 4 years of experience. She brings a wealth of expertise to her role, eager to make a meaningful impact within the company’s financial operations. As a bookkeeper she maintains the integrity and precision of financial records. Her responsibilities encompass a range of essential tasks, including recording […]
Samuel Watts
I am an Ohioan through and through. I am one of eight children, from Cincinnati, Ohio, however, I am the only one who doesn’t live in SW Florida. I have spent all of my life in Ohio, except for about 5 years working in other States. From an early age, I excelled in mathematics and […]
Linda Braithwaite
Linda joined Walters & Associates in 2023 as a Client Excellence Coordinator (CEC) at the Sarasota location. Linda is a retired banker of 41 years and has an extensive background in office management, supervision, accounting, bookkeeping, and customer service. Linda strives to deliver the best experience while building strong client relationships.
Kaitlyn Walters
Kaitlyn is a graduate from Hofstra University, with a Bachelor’s Degree in Psychology, and a minor in Human Resources. Kaitlyn has previous administrative experience in her role as Admissions Assistant at the State College of Florida. In her professional life, Kaitlyn wants to make meaningful connections, and build trust with every client she meets. She […]
Nathan Walters
Nathan Walters is a valued member of the tax division. Graduating with a Bachelor of Business Administration in Accounting from Hofstra University, Nathan went on to pursue a Master of Science in Accounting. With these achievements under his belt, Nathan is now eagerly working towards obtaining his CPA license, driven by a passion for expanding […]
Jose M. Joia
Jose M. Joia is a Wealth Advisor at Walters Strategic Advisors, LLC. As a member of the team, Jose’s responsibilities involve comprehensive wealth management, planning, and customer service. He has over 6 years of industry experience specializing in planning and solving unique issues his clients encounter. Jose has experience serving individual clients, business owners and […]
Ashley Turner
Ashley Turner joined Walters & Associates in July of 2022. Originally coming from a healthcare background, she transitioned to a Client Excellence Coordinator role. She works closely with the tax, accounting, and healthcare departments, aiming to provide each client with outstanding service.
Jeremy Varna
Bio Coming Soon!
Nicol Whitford
Nicol joined Walters & Associates in 2018. Her primary areas of focus are Medicare and Medicaid cost reporting, proof of financial ability preparation, rate setting and other reimbursement services. Nicol has an extensive reimbursement background in the health care industry originating back to 2001. Prior to joining Walters & Associates CPAs, Nicol worked as a […]