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 […]
Jeremy Varna
Jeremy Varna is an accountant who graduated from the University of South Florida in May 2025. He began his professional career with the firm in July 2022 as an intern and advanced into his current role as an accountant through dedication and strong performance. Currently pursuing his CPA certification, Jeremy is committed to accuracy, professionalism, […]
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 […]
Nick Walters
Nick graduated from the University of South Florida in December of 2020 with a bachelors degree in Accounting. Nick has been with the firm for 4 years and is currently studying towards obtaining his CPA license. Outside of work, Nick loves to spend time with his wife and daughter, with another baby on the way. […]
Lisa Rivard
Lisa joined Walters & Associates CPAs in 2022 after serving 30 years in the dental health profession. Servicing out of the St. Petersburg location, Lisa’s responsibilities include preparing and submitting of the annual Medicare cost report for Home Health Agencies, monthly Hospice Cap monitoring along with the annual Hospice Cap Report, quarterly Medicare credit balance […]
Alex Rhoads, MBA
Alex is a member of the cost reporting team at Walters & Associates CPAs, where he works on various cost reports and financial projections for hospice, home health, and other healthcare companies. He has been working on the cost reporting team for a few years and has previous experience in payroll for 50+ companies, payroll […]
Linda McKay, EA
Linda joined Walters & Associates CPAs in August 2015. She brings over 25 years of tax and accounting experience. Linda prepares monthly accounting, payroll, and tax returns. She has been an Enrolled Agent since 1996.
Lana Mahorivskyy, EA
Lana joined Walters & Associates CPAs in 2018, formerly Bobbitt, Pittenger & Co. since 2015. She has thirteen years of experience in public accounting. She has served clients in different aspects of business including not-for-profit, construction, real estate, home owner and condominium associations. As an enrolled agent she has experience in communication with the Internal […]
Christian Kirker
Christian Kirker is an accountant at Walters and Associates, where he has been a valued member of the firm for the past four years. He earned his degree from Luther College in Decorah, Iowa, where he built a strong foundation in accounting, financial reporting, and business principles. At Walters and Associates, Christian works closely with […]
Sean Huddleston, CPA
Sean joined Walters & Associates CPAs in 2019, formerly Bobbitt, Pittenger & Company, P.A. Sean performs auditing services for a variety of clientele including, financial institutions, not-for-profit organizations, healthcare organizations, construction contractors, employee benefit plans, homeowners’ associations, reviews, and compilations. Sean holds a bachelor’s degree in accounting from the University of South Florida. He has […]