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 […]
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. […]
Tammy Turner
Tammy Turner joined Walters & Associates CPAs in 2017 in the Bradenton location. Tammy brings 21 years of Accounting Firm experience which includes Office Management and Bookkeeping. She has prepared Medicare Cost Reporting for over 10 years and serves a variety of healthcare clients.
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 […]
