Phillips Harvey Group
801 Laurel Oak Drive
Suite 303
Naples, FL 34108
239-566-1600 phone




 

Whether you're seeking someone to help you with your personal financial situation or that of your business, not-for-profit or government organization, we have qualified people who know how to help you effectively and cost efficiently.

Our strong team works together, diligently, to bring you the very best skills and services in Southwest Florida. Our people are caring individuals who take the time to consider your best interests.

Meet us and see for yourself what we're about and how we are different.

Accounting and auditing team:
Principals
Nathan Phillips
Deborah Harvey

Team Members
Jenifer Brown
Stephanie Feldman
Shannon Huber
Larry Martin
Michelle Vastola
Bill Wernersback


NATHAN A. PHILLIPS, CPA
MANAGING PRINCIPAL

Nathan joined the firm in 1992 and, since 2002, has managed the firm's operations. Nathan oversees the performance and quality of the firm's financial statement review and audit services. He also reviews corporate tax accruals and tax returns relating to the clients he serves. Nathan's attention to quality, timeliness, and efficient performance are traits that, as a leader in the firm, he both exhibits and teaches to others.

Nathan's experience is strong and diverse—he has mastered a varied list of services across multiple industries. His past experience includes work with Price Waterhouse and other public CPA firms performing accounting, consulting, and auditing services for public and private sector clients. The industries in which Nathan focuses the bulk of his practice are:

In addition, he has been involved with litigation support encompassing divorce, professional liability, and business interruption claims.

Nathan is a frequent speaker providing seminars to the firm's clients and to the community on a variety of topics pertaining to accounting and auditing.

Education
A native of Miami Springs, Florida, Nathan received his Bachelor of Arts in Accounting and Business Management at Palm Beach Atlantic University. He received his CPA certification in Florida in 1987.

Community Involvement
Nathan is a previous member of the YMCA of Collier County board of directors and the Finance Committee. He has served several other civic and membership organizations in Collier County including the Greater Naples Chamber of Commerce and Habitat for Humanity. He participates on various church committees and is an active member and elder at First Baptist Church of Naples.

Professional Associations
Nathan's professional memberships include AICPA (American Institute of CPAs), FICPA (Florida Institute of CPAs), (HFTP) Hospitality Financial and Technology Professionals and Construction Financial Management Association (CFMA).

Hobbies
In his spare time, Nathan enjoys spending time with his wife and their two sons. Nathan also enjoys reading, singing, teaching, and playing golf and tennis.



DEBORAH L. HARVEY, CPA
PRINCIPAL

Debbie joined the firm as a CPA in 1996 and became a principal of the firm in 2001. Her responsibilities include the preparation of financial statements and tax returns for individual, corporate, partnership as well as estate and trust clients. Debbie provides to small businesses and personal service corporations advice and the benefit of her extensive experience handling day-to-day and long-term accounting matters. Construction, retail, and manufacturing companies are some of the industries with which Debbie is most involved.

Education
Originally from Salem, Illinois, she is a graduate of the University of South Florida. Debbie earned a Bachelor of Science in Accounting, cum laude, in 1993 and passed Florida's uniform CPA examination in 1995.

Community Involvement
Debbie is active in the Greater Naples Chamber of Commerce, Bonita Springs Chamber of Commerce, and The Foster Care Council of Southwest Florida, Inc. She serves on the board of The Foster Care Council of Southwest Florida, Inc. and the Southwest Florida affiliate of Susan G. Koman Race for the Cure. She also served as a board member for the Bonita Springs YMCA and is an active member of the Anchor Christian Church in Bonita Springs.

Professional Associations
Her professional memberships include the AICPA and the FICPA. She is a graduate of the Partner Institute, a three year program focusing on excellence in leadership, marketing, and firm profitability.

Hobbies
An avid collector of Longaberger baskets, she takes no offense to the term "basket case." In her spare time, Debbie also enjoys reading and spending time with her husband and her dog, a boxer.



JENIFER BROWN
STAFF AUDITOR/BUSINESS CONSULTANT


Jenifer joined the firm in 2007 as a staff auditor and business consultant. She joins the firm with four years of previous experience in business accounting and auditing; as an accounting intern for Naples Botanical Garden, staff accountant/auditor for a local CPA firm, and senior staff accountant. She is familiar with the day to day operations of corporations as well as the preparation of Federal and State tax returns.

Education
Originally from Naples, FL, Jenifer graduated from Webber International University in Lake Wales, FL, with a Bachelor of Science in Business Administration with a major in Accounting. She is currently working to finish her 5th year requirements at Stetson University and plans to take the CPA exam as soon as possible.

Community Involvement
Jenifer enjoys coaching and playing soccer. She played for Webber International University from 2002 to 2004 and currently plays in a local adult league. Jenifer has coached for the Naples Youth Soccer Club and the Naples Optimist Program in past seasons and plans to begin coaching again once she has completed her Masters of Accountancy at Stetson University.

Hobbies
Jenifer enjoys spending time with her family and friends, playing soccer, riding horses, spending time at the beach and traveling.

 

STEPHANIE FELDMAN
CPA


Stephanie joined the firm as a staff accountant in 2004 with previous experience in business and accounting. As an intern for a large local accounting firm, office manager for a local lending group, and a customer satisfaction specialist for a bank, her business background provides a great basis to build her public accounting career. Her responsibilities with Phillips Harvey Group include fiduciary accounting, and preparation of individual, estate, trust, and corporate tax returns.

Stephanie feels it is important to continually expand her experience and knowledge-base so that she can ultimately offer clients the most current and applicable information. Aimed at giving her clients 100%, she is dedicated to hard work, persistence, and constant improvement to ensure she helps her clients reach their goals.

Education
A native of Naples, Stephanie graduated from Florida Gulf Coast University with a Bachelor of Science in Accounting. She received a Master's degree in Accounting and Taxation from Florida Gulf Coast University in 2005 and received her CPA license from the state of Florida in 2007.

Community Involvement
Stephanie has served in several board positions for the Longshore Lake's Women's Club. She is also actice in her church and participates with other charitable organizations through Young Professionals.

Professional Associations
Stephanie is a member of the AICPA and the FICPA.

Hobbies
Stephanie spends her spare time with family and friends. She enjoys running, playing tennis, reading, and shopping.

 

SHANNON HUBER, CPA
AUDITOR/BUSINESS CONSULTANT

Shannon joins the firm with six years experience as an Audit Manager for Price Waterhouse and fourteen years experience serving in senior accounting management roles. Most recently, she served as Director of Finance for the Naples Daily News from 2002 through 2008. Her diverse business background provides a strong resource for assisting clients with day-to-day accounting issues as well as more complex, technical concerns. Administration in Accounting. She graduated Summa Cum Laude and passed the Certified Public Accountant exam for the state of Ohio in 1991. Shannon currently holds a CPA license in the State of Florida

Community Involvement
Shannon has been a member of the Finance Committee for the YMCA of the Palms since 2003 and is currently serving as Treasurer for the St. Ann Athletic Booster Club. She is also a past member of The Rotary Club of Naples.

Hobbies
In her spare time, Shannon enjoys spending time with her husband and two sons. When she is not playing the role of a "soccer mom" for her sons, Shannon enjoys jogging, reading, and traveling.

 

LARRY MARTIN, CPA, ABV
AUDITOR/BUSINESS CONSULTANT


Larry joined the firm in 2009 as a staff auditor and business consultant. He joins our firm with three years of previous experience in auditing and business consulting; as a staff auditor for a "Big Four" accounting firm and as a valuation analyst for a regional accounting firm.

Originally from Southern Illinois, Larry has lived in Naples since 1990. He is a graduate of the University of Florida, with a Bachelor's and Master's of Science in Accounting. Larry received his CPA certification in Florida and Vermont as is accredited in Business Valuation through the AICPA.

Larry's professional memberships include the AICPA and the FICPA

In his spare time, Larry enjoys reading, running and attending college football games.

 

MICHELLE VASTOLA
CPA


Michelle joined the firm as a staff accountant in 2007 after completion of her Masters Degree in Accounting and Taxation. Her responsibilities with Phillips Harvey Group include corporate accounting, and preparation of individual, and corporate tax returns.

Michelle attributes her success thus far to two things—one is having such a close and supportive family, and because of that, number two is her horses. She feels that horse ownership has truly taught her about patience, hard work and perseverance, traits that Michelle uses while working on client matters.

Education
Originally from New York, Michelle graduated from Florida Gulf Coast University, with a Bachelors in Accounting, Magna Cum Laude, and completed her Masters degree in Accounting and Taxation in 2007. She passed Florida's uniform CPA examination to hold CPA license in 2009.

Community Involvement
Michelle, an avid horseback rider and is the treasurer of the Southwest Florida Dressage Association. She is affiliated with the Florida Gulf Coast University chapters of Phi Eta Sigma, National Honor Society, Golden Key International Honor Society and Beta Gamma Sigma International Honor Society in Business, Management and Administration.

Professional Associations
Michelle is a member of the AICPA and the FICPA

Hobbies
Michelle enjoys spending time with her family and friends and competing in dressage with her horse Spiderman.

 

WILLIAM F. WERNERSBACK, CPA, CFE
DIRECTOR – CLUB SERVICES

Bill joined the firm in 2005. As a member of the firm’s audit team he is responsible for coordination of audit planning and closing meetings with the firm’s club and community association clients. Bill has over 35 years experience serving club and community association clients.

Bill originally joined the New York office of Pannel Kerr Forster, a national CPA firm, and later transferred to Florida where he became a leader in the club and hospitality division, a member of the firm’s national council and Partner in Charge of the Florida practice consisting of six offices.

In 1988 Bill and the club group joined McGladery & Pullen, LLP, the sixth largest CPA and consulting firm in the United States. He was in charge of the club practice serving as national director of club services. He also served as the managing partner of the South Florida practice.

In addition to having been involved in over 200 individual club audits, Bill has performed numerous consulting services. These services include executive searches, turnover assistance, operational and internal control reviews, long range planning, and financial benchmarking. Bill is uniquely qualified as a Certified Fraud Examiner with industry experience to outline effective fraud prevention controls.

Education
Bill is a graduate of St Francis College, Brooklyn New York.

Professional Associations
Bill is a Certified Public Accountant and a Certified Fraud Examiner. He is an honorary member of the Florida Club Managers Association and the immediate past president of the Florida Gulf Coast Chapter of the Hospitality Financial & Technology Professionals. In February 2003, Bill was named “Financial Consultant of the Year” by Boardroom Magazine, a national publication to the club industry.

Speaking Engagements and Articles

Bill is a frequent speaker at hospitality industry national conventions including the Club Managers Association of America, where he has been a featured speaker at the World Conference more than 23 times.

Bill has authored several industry articles and seminars including: “35 Great Ideas for Running Your Club,” “Best of the Best Ideas,” “Understanding Club Finances and Tax Issues,” “Controlling Payroll Costs,” “How to Prevent Employee Theft,” “Club Turnovers” and “Bundled Communities.”

 


  © 2009 Phillips Harvey Group