Professionals

James W. Ferrell, Founder & President

MBA, CPA, CFP®, PFS, CIMC

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James W. Ferrell, Founder & President

MBA, CPA, CFP®, PFS, CIMC

Jimmy is a native of Orlando and is the founding shareholder and President of Ferrell & Kelly and a Managing Director and Partner of Beacon Pointe Wealth Advisors. Prior to this Jimmy was co-founding shareholder of Chastang, Ferrell, Sims & Eiserman, LLC (now CliftonLarsonAllen). Jimmy also formerly served as a senior consultant in the tax department of Price Waterhouse. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS) and Certified Investment Management Consultant (CIMC). Jimmy is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.

Jimmy graduated summa cum laude from the University of Central Florida with a double major in accounting and finance and earned his MBA with a finance specialization from Florida State University. Jimmy is actively involved in local organizations including, Morning Star Charities (president), Winter Park Chamber of Commerce, UCF Foundation (past chairman of the Investment Committee) and serves on the Board of Directors for The Center for Advanced Entrepreneurship at Rollins College Crummer MBA School. Jimmy also serves on the Board of Directors for Winter Park National Bank.

Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and a recipient of the 2012 Service to UCF Award. He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.

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TONYA KELLY, MANAGING PARTNER & DIRECTOR OF U.S. TAX SERVICES

CPA, MST

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TONYA KELLY, MANAGING PARTNER & DIRECTOR OF U.S. TAX SERVICES

CPA, MST

Tonya is a Managing Partner and the Director of U.S. Tax Services for Ferrell & Kelly. She has over 20 years of experience in Corporate and Individual Taxation. As a partner of the firm, Tonya is dedicated to building lasting relationships and to ensuring clients receive exceptional service. She provides accounting, tax & consulting services and has extensive industry experience in Construction, Real Estate and Land Development, Multi-state, Medical and Professional Services.

Tonya graduated from the University of Florida in 1997 with a Bachelor of Science degree in Accounting. In 2000, she received her Master’s of Science degree in Taxation from the University of Central Florida. She began her career in public accounting in 1997 as an intern with Vestal & Wiler, CPAs where she continued to work for 13 years consulting with large, middle market firms in the Orlando area. In 2010, she went to work for one of her larger clients as their in-house Financial Officer; and she also formed her own CPA firm.

Tonya is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Public Accountants (FICPA). She is also a member of the Winter Park Chamber of Commerce, a participant in Leadership Winter Park and takes part in the Executive Women’s functions within the community.

To contact Tonya regarding U.S. tax services, please email her at TKelly@FerrellKelly.com

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STEVE YEAGER, SENIOR TAX PARTNER

CPA

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STEVE YEAGER, SENIOR TAX PARTNER

CPA

Steve is a Senior Tax Partner for Ferrell & Kelly and has over 30 years of experience.  He has worked with clients in numerous industries including real estate, manufacturing, technology, and professional services.  Steve has also worked with clients in numerous service lines, including federal and state income taxation, estate and gift taxation, and domestic and international taxation, with a primary focus on closely held businesses and their owners.

Before joining Ferrell & Kelly, Steve spent over 20 years with the Orlando accounting firm of Graham, Cottrill, Jackson & Hostetter, LLP, starting as an intern and later becoming a partner of the firm.  Steve subsequently spent over 10 years as a tax principal with CliftonLarsonAllen, LLP (CLA), after the acquisition of Graham, Cottrill, Jackson & Hostetter by CLA.  He holds both a Bachelor’s degree in Accounting, as well as a Master’s degree in Taxation from the University of Florida.  Steve is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Public Accountants (FICPA).

Steve is passionate about his clients and focuses on assisting them in a proactive manner in all matters related to tax consulting and tax compliance.

To contact Steve regarding tax services, please email him at SYeager@FerrellKelly.com

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(407) 478-6596 | 1400 W. Fairbanks Ave | Suite 201 | Winter Park, FL 32789