Misty works primarily with high-net-worth individual clients in providing income tax compliance and planning, estate, and gift and trust tax compliance and planning. Her clients with businesses operate mostly in the professional services fields of law and medical services. Misty’s clients enjoy her warm personality and the ability to trust her as their personal advisor. As a professional and a team leader, she ensures her clients are well taken care of throughout each engagement.
Years of Experience
41
Education
University of Alabama, Bachelor’s
Professional & Civic Leadership
- Treasurer for Impact of the Palm Beaches
- Former advisory board member for Rinker School of Business at Palm Beach Atlantic University
- Former Treasurer and board member for Executive Women of the Palm Beaches
- Former member of Planned Giving Council of the Palm Beaches
- Former member of Horses and the Handicapped
Professional Credentials
Certified Public Accountant (CPA)
Awards
- Companion Medalist from Palm Beach Atlantic University
- 2021 Community Philanthropy Award from Place of Hope
