• Home
  • Calendar of Events
  • Having fun
  • Business Spotlights
  • Members Only
  • More
    • Home
    • Calendar of Events
    • Having fun
    • Business Spotlights
    • Members Only
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Calendar of Events
  • Having fun
  • Business Spotlights
  • Members Only

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

Social

What we are

What we are

What we are


Trusted Advisors of Tampa (TAT) is an exclusive invite-only referral group. Members of the group focus on best practices, systems and processes, and introductions to like-minded individuals that we can bring value to. We meet once a month at member’s offices to brainstorm on how to grow each other's businesses. We have a specialist in each industry that we think will make the biggest impact in our clients lives. 

Our future vision is to get more involved in the community and to pick a philanthropy that we can give back to.

Brain Trust

What we are

What we are

  

“Moral malpractice” occurs when professionals offer advice outside of their area of expertise. With that in mind we have chosen to surround ourselves with experts in their fields that we can trust and refer to clients.

Competence

What we are

Competence

  

We believe there are two aspects of competence, both of which are equally important.


  • Possess expert knowledge in a particular field maintained through a commitment to continuing education.
  • Awareness of the limitations of expertise and the willingness to disclose these limitations and to seek additional help when it is needed.

Our Partners

About Us

How this happened

We originally formed the group because we enjoyed each others company and wanted to hang out more. We were all hungry to grow our businesses and realized we could create a group that made prospecting easier yet held each other accountable.

Sharing Best Practices

Most successful business owners will tell you they could not have accomplished their goals without help. Our core principles are that we help each other in not only finding new customers but also continue our  learning to create a stronger practices. We believe in getting better day by day and surrounding ourselves with the best of the best.

Prospecting

Ultimately the goal is to build each others businesses through organic prospecting among the members. We are all meeting with professionals on a daily basis and we believe in building a core group of individuals that we trust and who are experts in their fields. 

Founding Members

Adam Taylor

Missy LaPorte

Missy LaPorte

Wealth Management Advisor/CEO
Taylor Financial

Adam@TaylorFinancial.com

850-212-8007


 Adam Taylor owns Taylor Financial in Tampa Florida. Reach out to him if you are looking for a team of financial professionals who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. 

Wealth Management Advisor/CEO
Taylor Financial

Adam@TaylorFinancial.com

850-212-8007


 Adam Taylor owns Taylor Financial in Tampa Florida. Reach out to him if you are looking for a team of financial professionals who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. They will help create a one-stop shop for your financial planning needs while providing exceptionally distinctive service.

Find out more

Missy LaPorte

Missy LaPorte

Missy LaPorte

Small Business Banking Expert

Seacoast Bank
missy.laporte@seacoastbank.com

813-382-8341

  

You will come to know me as one of your trusted advisors. I believe in old fashioned integrity and trust and try to do what is right every single day. Local decision making and common sense loans make us the perfect bank for you. 

Find out more

Fellow Members

Loren Pincus

L. Tyler Yonge

L. Tyler Yonge

Personal Injury Attorney/Owner

L Pincus Law PLLC

lpincus@lpincuslaw.com

813-333-1343


 Loren has extensive courtroom experience as a former State Prosecutor and as an Associate at one of Tampa Bay’s oldest Personal Injury litigation firms. He has earned an excellent reputation as trial attorney who puts his clients first.  Loren has built his 

Personal Injury Attorney/Owner

L Pincus Law PLLC

lpincus@lpincuslaw.com

813-333-1343


 Loren has extensive courtroom experience as a former State Prosecutor and as an Associate at one of Tampa Bay’s oldest Personal Injury litigation firms. He has earned an excellent reputation as trial attorney who puts his clients first.  Loren has built his own successful law firm on his experience and proven results, both in and out of the courtroom. He knows that every case is different and he takes the time to define the individual goals of each client throughout the course of every case 

Find out more

L. Tyler Yonge

L. Tyler Yonge

L. Tyler Yonge

Estate Attorney/Partner

Drummond Wehle Yonge

Tyler@dw-firm.com 

813-985-7528 

  

Tyler is the Senior Associate at Drummond Wehle LLP and practices primarily in the areas of estate planning and administration, probate, wealth preservation, business and tax planning. Prior to law school Tyler worked for a mid-sized regional recycling company tha

Estate Attorney/Partner

Drummond Wehle Yonge

Tyler@dw-firm.com 

813-985-7528 

  

Tyler is the Senior Associate at Drummond Wehle LLP and practices primarily in the areas of estate planning and administration, probate, wealth preservation, business and tax planning. Prior to law school Tyler worked for a mid-sized regional recycling company that went through multiple acquisitions. Tyler facilitated the due diligence phases that renewed his interest in the law. Prior to joining the firm Tyler worked for an insurance defense firm in Jacksonville. 


Tyler is a member of the Florida Bar. He is also a member of the American Bar Association and Hillsborough County Bar Association. Tyler received his BA in Finance with honors from the University of Central and his JD with honors from the University of Florida College of Law. He enjoys fitness and spending time with his cherished wife and 4 wonderful daughters.

Find out more

Kostas Stoilas

L. Tyler Yonge

Kostas Stoilas

Commercial Broker/Owner

Fortress

kostas@fortress-cre.com

239-822-7816
 

Specializing in sales, leasing and development of commercial real estate, both industrial and office properties, from Tampa Bay to Orlando, primarily along the I-4 corridor and core urban areas. 


Prior to starting Fortress Commercial Real Estate, Kostas was a Senior Assoc

Commercial Broker/Owner

Fortress

kostas@fortress-cre.com

239-822-7816
 

Specializing in sales, leasing and development of commercial real estate, both industrial and office properties, from Tampa Bay to Orlando, primarily along the I-4 corridor and core urban areas. 


Prior to starting Fortress Commercial Real Estate, Kostas was a Senior Associate at a national brokerage.  


He is active on committees and boards including Tampa Bay WaVE, Professional Philanthropic Network and Moffitt Cancer Center, helping raise millions of dollars for local non-profits and charities.


Kostas has 15 years of real estate experience in Florida.  The last 12 years have been focused in Tampa Bay and the I-4 Corridor, with over 11 million SF of transactions closed, and many thousands of acres of land sold in Central and SW Florida.


Fortress helps both small businesses and large corporations assess their commercial real estate needs by using efficient process expertise.  Fortress provides an array of sales, leasing and management services, which include property searches, negotiations, marketing, property/asset management consulting for large institutional investment funds and small private investors, as well as acquisition/disposition services. 

Find out more

Becky Kuntz

Tommy Cassidy

Tommy Cassidy

Broker/Owner

NextHome Bay Area Experts

becky@nhbayareaexperts.com

813-367-6822


 Becky has been in the Real Estate Industry for more than 20 years. She started working in the field in the mortgage area where she was a broker and owned her own business in South Florida. She later sold the company and started a Title Company where she managed th

Broker/Owner

NextHome Bay Area Experts

becky@nhbayareaexperts.com

813-367-6822


 Becky has been in the Real Estate Industry for more than 20 years. She started working in the field in the mortgage area where she was a broker and owned her own business in South Florida. She later sold the company and started a Title Company where she managed the day to day business, handled transactions, and helped home buyers, sellers, and the real estate agents and lenders who represented them. Becky became a licensed REALTOR in 2009 and moved to the Tampa area at the same time. She has a passion for her customers and a commitment to making every interaction a success. 

Becky was recently married to husband, Anthony, and is mom to her sons, Ethan and Jackson, her first loves! Becky is active in the community and an avid theater-goer.  She is also a dog lover with five dogs that are part of their family.  

Find out more

Tommy Cassidy

Tommy Cassidy

Tommy Cassidy

Owner

Modern Grounds

Tommy@moderngroundsfl.com

727-224-1495


Modern Grounds has always maintained one mission. To provide the highest quality synthetic grass products to our customers. Whether you are a homeowner tired of the constant hassle of cutting and maintaining your lawn, or a business that is looking to bring life into their space with

Owner

Modern Grounds

Tommy@moderngroundsfl.com

727-224-1495


Modern Grounds has always maintained one mission. To provide the highest quality synthetic grass products to our customers. Whether you are a homeowner tired of the constant hassle of cutting and maintaining your lawn, or a business that is looking to bring life into their space with a beautiful green wall, Modern Grounds ensures you will be 100% satisfied!


Synthetic grass. Real experiences.

Find out more

Karyn Roeling

Tommy Cassidy

Karyn Roeling

Property and Casualty Advisor/Owner

Seibert Insurance Agency

karyn@seibertagency.com

813-495-8542


 Karyn works with business owners and individuals to help manage their exposure to loss by guiding their insurance decisions.  She is an independent insurance agent and has access to over 100 different insurance carriers to help place property, g

Property and Casualty Advisor/Owner

Seibert Insurance Agency

karyn@seibertagency.com

813-495-8542


 Karyn works with business owners and individuals to help manage their exposure to loss by guiding their insurance decisions.  She is an independent insurance agent and has access to over 100 different insurance carriers to help place property, general liability, workers compensation, business auto, personal auto, home, umbrella and boat insurance with the carrier that fits the need of her client. Click here to see what her clients say about her and her agency .

Click Here

Cole Robinson

Cole Robinson

Cole Robinson

Owner

Fish Window Cleaning

crobinson@fishwindowcleaning.com

office line: 813-931-3474 

cell: 813-998-4447.


 As a resident of Tampa Bay, I am also a proud Owner of the local Fish Window Cleaning® franchise.  For over 40 years, Fish Window Cleaning has developed a national reputation for the highest level of professionalism and customer service 

Owner

Fish Window Cleaning

crobinson@fishwindowcleaning.com

office line: 813-931-3474 

cell: 813-998-4447.


 As a resident of Tampa Bay, I am also a proud Owner of the local Fish Window Cleaning® franchise.  For over 40 years, Fish Window Cleaning has developed a national reputation for the highest level of professionalism and customer service in the industry.  In fact, we guarantee our clients’ satisfaction 

  

The benefits of using FISH include:

  • Customizable services
  • No service contract required
  • Uniformed professionals, fully insured and bonded
  • FISH has a year-round safety training program to ensure OSHA standards are met.

Find out more

Kristen Brand

Cole Robinson

Cole Robinson

CPA/Partner

Hancock Askew

kbrand@BRANDTAXGROUP.COM

office:  813-254-2727

direct:  813 644-5319

  

Kristen focuses on providing one stop solutions for small to mid-size companies and high net worth individuals. Her expertise includes accounting, bookkeeping, corporate income tax preparation and state and local tax consulting. Kristen’s experienc

CPA/Partner

Hancock Askew

kbrand@BRANDTAXGROUP.COM

office:  813-254-2727

direct:  813 644-5319

  

Kristen focuses on providing one stop solutions for small to mid-size companies and high net worth individuals. Her expertise includes accounting, bookkeeping, corporate income tax preparation and state and local tax consulting. Kristen’s experience provides a unique insight for her clients, taking into consideration the appropriate accounting treatment for transactions as well as the tax implications that will come into play.


Kristen is a CPA in Florida and is also a Qualified Practitioner in Florida’s Certified Audit Program for sales and use tax. This designation has allowed her to perform sales and use tax audits for several clients on behalf of the Florida Department of Revenue.


Find out more
Aaron Lesage Tampa

Aaron Lesage

Cole Robinson

Aaron Lesage

Co-founder / Director of Operations

WithIn Marketing

aaron@withinmarketing.com

office: 813-328-6022

direct: 813-614-7170


Aaron was the official Tampa Bay Lightning DJ for 3 seasons, Co-Founder of Ol’ Dirty Sunday’s at Crowbar in Ybor, CEO of a production company called Complex Simplicity, and is partnered with Symphonic Printing and a custom b

Co-founder / Director of Operations

WithIn Marketing

aaron@withinmarketing.com

office: 813-328-6022

direct: 813-614-7170


Aaron was the official Tampa Bay Lightning DJ for 3 seasons, Co-Founder of Ol’ Dirty Sunday’s at Crowbar in Ybor, CEO of a production company called Complex Simplicity, and is partnered with Symphonic Printing and a custom beverage design company called Wrap My Cup.

Aaron sought out to expand his portfolio and skill set in Creative Arts.

After a short tenure with a local marketing firm as a Brand Developer/Designer and Creative Consultant, in 2016 Aaron teamed up with Adam Caldwell to open Within Marketing.

As with all of his professional ventures, Aaron has become a master of his craft.

His vision to help “build your brand from the inside out” has served as Within Marketing’s tagline.

Now with Becht Media, Aaron looks to help raise the bar for marketing in the professional sports world.

“Do. Or do not. There is no try.” – Yoda, Jedi Master.

Find out more

Adam J. McKay

Adam J. McKay

Adam J. McKay

CPA/Partner

Nelson & McKay CPA's, LLC

amckay@nm-cpa.com  

office: 813-286-7946 

  

As bay area native, Adam has spent most of his career in public accounting in Tampa Bay. He focuses on providing small businesses and their owner’s strategic tax planning, consulting and compliance services. His firms focus is on building technology into most as

CPA/Partner

Nelson & McKay CPA's, LLC

amckay@nm-cpa.com  

office: 813-286-7946 

  

As bay area native, Adam has spent most of his career in public accounting in Tampa Bay. He focuses on providing small businesses and their owner’s strategic tax planning, consulting and compliance services. His firms focus is on building technology into most aspects of his practice, including accounting, bookkeeping and tax planning for their clients. In addition to providing public accounting services, Adam’s practice also includes providing financial, investment and retirement planning strategies for individuals and small businesses.

Find out more

Tom Raad

Adam J. McKay

Adam J. McKay

President/Owner

DART Technologies

traad@dartmsp.com

Office: 813-404-2955

 

Thomas Raad is the President/Owner of DART Technologies. He is responsible for the day-to-day operations of client services and accountable for Lair’s sales growth and planning. Tom works hard to provide the most cost effective and efficient technology solutions for eve

President/Owner

DART Technologies

traad@dartmsp.com

Office: 813-404-2955

 

Thomas Raad is the President/Owner of DART Technologies. He is responsible for the day-to-day operations of client services and accountable for Lair’s sales growth and planning. Tom works hard to provide the most cost effective and efficient technology solutions for every client while remaining committed to high quality service and support.


He has a BA in Management Information Systems from the University of South Florida and has helped Lair Services gain the recognition of being one of the “USF Fast 56.” This award is given to the fastest growing University of Florida Alumnus owned or led organizations in the world. In addition to his busy schedule, Tom maintains an active role in local professional networking groups.

Find out more

Todd Utter

Christy Hicks

Christy Hicks

Owner

Preferred Injury Physicans

todd@wheelhouse-inc.com

Office:


 I am dedicated to going above and beyond for all of our partners and patients. You can expect connectivity and transparency at all times. You can also feel free to contact me anytime to play golf, go fishing, or attend any sporting or music event.


•Personal Injury
•Auto Accide

Owner

Preferred Injury Physicans

todd@wheelhouse-inc.com

Office:


 I am dedicated to going above and beyond for all of our partners and patients. You can expect connectivity and transparency at all times. You can also feel free to contact me anytime to play golf, go fishing, or attend any sporting or music event.


•Personal Injury
•Auto Accident
•Work Comp


Specialties: customer relations, inventory management, management, outside sales, presentation skills, pricing, profit, recruiting, sales, sales management, brand management, influence marketing, media, marketing, social marketing, endorsement marketing, start-up marketing consulting, mobile marketing specialist, strategic marketing, internet marketing, personal injury, auto accident, accident rehab, 

Find out more

Christy Hicks

Christy Hicks

Christy Hicks

Business Development

American Express

christina.a.hicks@aexp.com



 American Express is a global services company, providing customers with exceptional access to products, insights and experiences that enrich lives and build business success. 

Anne Bokas

Christy Hicks

Anne Bokas

Employee benefit specialist

Associates Agency, Inc.

anne@associatesins.com

office: 813.988.1234

cell: 813.830.1220 

   

Anne Bokas initiated and developed the life and health department at Associates Agency, Inc. She works with businesses to create comprehensive employee benefit packages aimed at attracting and retaining a high-quality work for

Employee benefit specialist

Associates Agency, Inc.

anne@associatesins.com

office: 813.988.1234

cell: 813.830.1220 

   

Anne Bokas initiated and developed the life and health department at Associates Agency, Inc. She works with businesses to create comprehensive employee benefit packages aimed at attracting and retaining a high-quality work force. Her product and technology partnerships allow for creative employee programs to meet company objectives. She ensures her clients adherence to compliance regulations specific to them. Anne and her team provide full service support to the improve the human resources of mid-sized companies in the greater Tampa area and Florida market. 

Find out more

Contact Us

Interested in being a part of the group?

Trusted Advisors Tampa

4030 West Boy Scout Boulevard, Tampa, Florida 33607, United States

813.461.4100

Get in Touch

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Copyright © 2020 Trusted Advisors Tampa - All Rights Reserved.

  • Home
  • Members Only