Daniel brings over 26 years of experience in small business accounting and advising high-net-worth individuals. He holds a BS from Florida State University and a BBA from Florida Atlantic University. He is committed to guiding clients through complicated tax and financial matters in a way that makes everything easier to understand and helps them feel assured and in control. When he’s not working, Daniel enjoys spending time with his wife and two sons, cooking (he’s even a licensed chef), traveling, listening to music and cheering on the Boston sports teams.

With over 22 years of experience, Joseph specializes in multi-state healthcare, as well as working with athletes and entertainers. A Florida State University graduate with a BS in Accounting, he is dedicated to helping clients navigate complex tax and financial situations with clarity and confidence. Outside the office, Joseph enjoys outdoor activities, reading, and spending time with his family — including his daughter and twin boys.

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Dan brings a unique combination of expertise with 12 years in tax preparation and 15 years in technology. As a Partner and Director of Operations, he focuses on efficient, accurate service for every client. Dan holds a BA in History from the College of Wooster and enjoys coaching and cheering on the Miami Hurricanes. A former two-sport college athlete, he brings that same drive and dedication to his work that he did when he was playing.

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Adam has 8 years of experience specializing in high-net-worth individuals and professional service businesses. He earned his BBA in Accounting and Business Management from Emory University and is dedicated to helping clients make confident financial decisions. Outside of work, he enjoys spending evenings and weekends on dates with his wife.

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With over 28 years of experience in accounting and 5 years in banking, Lisa specializes in bookkeeping, bank reconciliations, new business filings, and sales tax. She holds a BA in Finance and Marketing from St. John’s University and is passionate about helping clients keep their finances running smoothly. In her free time, Lisa enjoys traveling, reading, cooking, and edible gardening. A proud NY Yankees fan, she’s also a self-proclaimed foie gras foodie.

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AJ Miller serves as our Lead Tax Support, bringing a strong academic foundation and a client-first approach to his role. A graduate of Baldwin Wallace University with a Bachelor’s degree in National Security and Political Science, AJ also holds a Master of Business Administration (MBA). For the past two years, he has excelled as a tax preparer and onboarding work paper specialist on our team. AJ is dedicated to ensuring a seamless experience for our clients, managing everything from file uploads to finalized returns with precision and care.

Kevin Mora is a skilled tax preparer and financial professional with a strong background in business administration and finance. He earned his Bachelor’s degree in Business Administration from Florida International University (FIU) and has gained valuable experience in various roles, including as a banker and a commercial real estate analyst. His tax preparation expertise is complemented by training from seasoned professionals like Danny Coyne, CPA, Joe Conte, CPA, and Dan Maurer. 

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Bobby Bolling is a seasoned CPA and former Senior Auditor with experience at several large national accounting firms, where he specialized in serving small to middle‑market businesses across a wide range of industries. Born and raised in Parkland, Florida, Bobby is deeply rooted in the local community and continues to call the area home with his wife and children. Today, he brings a blend of technical expertise, practical business insight, and a community‑focused approach to every client he works with.​

Kimberly Thomas is an experienced tax preparer and bookkeeper with a decade of expertise in helping clients navigate their financial needs. A graduate of Central Connecticut State University, Kimberly combines her strong educational foundation with practical experience to deliver accurate and reliable services. Her dedication to detail and client-focused approach ensures that every financial solution is tailored to meet the unique needs of those she serves.​​​

With over 24 years of bookkeeping experience and more than two decades preparing personal tax returns, Serenity brings a wealth of expertise to our team. As Treasurer and a dedicated tax preparer, she’s spent the past three years specializing in helping clients navigate the complexities of multi state taxes. Serenity’s deep understanding of tax laws and meticulous attention to detail make her an invaluable resource for our clients.​

Brett has been part of Sentinel Tax Advisors for two years and brings a strong background in psychology from Dominican University, where he also competed as a baseball player for the Stars. He prides himself on solving client issues with care, treating every situation as if it were his own.

Focused, empathetic, and results‑driven, Brett is dedicated to making sure every client feels supported and satisfied from start to finish.

Matt joins Sentinel Tax Advisors with a strong blend of business insight, psychology, and competitive drive. A University of South Florida graduate and former USF Bulls baseball player, he brings the same dedication from athletics to serving our clients.

Matt is committed to clear communication, prompt answers, and making sure every client feels supported and at ease throughout the tax process.