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David P. Barley, Sr., CPA, MBA

Tax Practice Leader

David Barley has been practicing public accounting for more than 20 years. 
He provides three major areas of proficiency; tax services (income, retirement, investment, estate and gift tax planning), financial services (compilation of financial statements, payroll tax compliance, and workers’ compensation insurance compliance), and business consulting services (litigation support, best process analysis, software selection and implementation).

A graduate of the University of Florida (MBA) and the University of North Florida (BS), David holds a master’s degree in management and a bachelor’s degree in accounting. He is a Certified Public Accountant. David serves on the FICPA University of Florida Accounting Conference Committee and is a member of the FICPA Litigation & Valuation Services Section.

David serves on the American Lung Association’s Planned Giving Committee and is the Chapter Financial Advisor for the University of Central Florida’s Sigma Chi Fraternity.

He enjoys football, boating and travel.

Matthew “Matt” C. McNamara, CPA, CISA

Audit Practice Leader

Matt McNamara has been practicing as a Certified Public Accountant for more than 15 years. He began his career at two of the World’s largest accounting firms, Arthur Andersen and Grant Thornton, before moving over to the industry sector as corporate controller for Anchor Glass and director of internal audit for MarineMax Corporation. He returned to Grant Thornton as a senior manager to oversee a client list in the following industries; technology, manufacturing, construction, and transportation. Matt led both private equity and venture capital engagements and managed key relationships for the firm’s portfolio companies. He currently serves as the audit practice leader at BMW.

Matt graduated from the University of Florida in 1998 with a Masters Degree of Accounting. He holds licenses as a Certified Public Accountant (CPA) in the State of Florida and nationally, as a Certified Information Systems Auditor (CISA).

 

He is a graduate of Leadership Tampa Bay and a member of the Association of Corporate Growth, Florida West Coast Employee Benefits Council, Community Association Institute, The Outback Bowl, and Junior Achievement.

He enjoys golf and watersking.

Matt resides in Tampa, FL with his wife and two children.

Lisa K. Campbell-Pilgrim, CPA, MBA

Managing Member

Lisa Campbell-Pilgrim has been providing accounting services including audit and taxation for over 25 years. Lisa began her accounting career immediately after she was awarded her Bachelor’s Degree in Accounting from Penn State University. While gaining experience in the accounting profession, Lisa earned her Masters of Business Administration Degree from the University of Tampa (Suma Cum Laude) and was recognized as her class’ “Graduate Student of the Year". Although Lisa now focuses her expertise in the area of tax-related accounting, she is also an experienced auditor providing audits, reviews and compilations for businesses and not-for-profit organizations. She has also served as the Chief Financial Officer for several Florida corporations and is adept at both corporate and public accounting operations.

Lisa is very active in Jacksonville community; including the Professional Women’s Council of The Jacksonville Chamber of Commerce where she served on the board of directors and the PWC Finance, Community Involvement and Hospitality committees. Lisa is also a founding board member and Past Treasurer for Women in Insurance and Financial Service – NE Florida Chapter. Recently, she served on the boards of Hubbard House, Girls, Inc. and the Florida Institute of Certified Public Accountants- Jacksonville. Lisa is a certified QuickBooks Pro Advisor and is often asked and to speak on tax-related topics to small business groups. Lisa has also served as an Adjunct Professor of Accounting and Tax at Saint Leo's University.

Lisa currently resides in Jacksonville with her husband.

Vicky G. Wild, CPA

Of Counsel

Vicky Wild has provided tax advisory services for over 20 years. She has worked extensively with closely held businesses and the owners. Her experience includes dealing with all types of entities (Corporation, S-Corporation, Partnership, Individual, Multi-State returns) in the real estate, construction, manufacturing, wholesale, retail and service industries. Additionally, she has worked on individual’s trust and estate tax issues and income tax planning.

Vicky graduated from the University of North Florida with a BBA degree in Accounting. She is a licensed Florida CPA and a member of the AICPA and FICPA.

Vicky serves the Jacksonville community through her volunteer work associated with Southpoint Civitan.

Vicky resides in Fleming Island, FL with her husband and two children.