Sharon is a tax preparer specializing in individual and payroll tax returns. She makes sure to always be aware of her clients’ needs and strives to exceed their expectations. She loves working with numbers and interacting with clients, and her work ethic and attention to detail are second to none.
Before joining our team in 2006, Sharon worked at Cerow & Company, CPAs. Originally from East Northport, New York, she lives in Melbourne and enjoys working out, outdoor activities and socializing with family and friends.
Sharon Stockman is not affiliated with Raymond James.
Michelle assists our team in the completion of audit engagements in accordance with professional and firm standards. Michelle joined our team in June 2015 and is committed to providing accurate and efficient service. She holds a master’s degree in accounting from Florida Atlantic University.
Originally from Stuart, Michelle lives in Palm Bay with her husband, Kris, and children, Lucius, Gabriel and Dominic. In her free time, she serves as a volunteer with the Palm Bay Rockets and Pop Warner.
Michelle O’Neill is not affiliated with Raymond James.
Judy holds a Certified Public Accountant (CPA) license in the State of Florida. Patient and thorough, Judy applies her love for numbers and dedication to accuracy to preparing tax returns for our clients. Before joining our team in 2004, Judy worked as a tax preparer at several firms in Florida, and earned a bachelor’s degree from New Hampshire College.
Originally from Maine, Judy lives in Cocoa Beach with her husband and has three daughters, Tracy, Jessica and Holly. In her free time, Judy enjoys rollerblading, sewing, cooking, sprint triathlons, biking and golf.
Judith Miller is not affiliated with Raymond James.
With 20 years experience as an accounting professional, Patricia "Patty" Folsom is a CPA and Quickbooks Pro advisor who loves what she does. Patty joined Whittaker Cooper Financial Group in 2018. Her love of numbers and data analysis makes her particularly suited to her work, since daily she analyzes clients' accounting records and tax documents and prepares tax returns.
The Florida Atlantic University graduate has a BBA degree in accounting that she utilizes in the maintenance of accurate records and reporting. She strives to apply all applicable benefits of the tax code to the clients she serves. Detail oriented, Patty is a true team player with a great work ethic.
The Pittsburgh native and now resides in Titusville. A wife and mother, Patty is a member of both the American and Florida Institute(s) of Certified Public Accountants and enjoys running 5K races and half marathons, in addition to gardening and yoga.