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Coulter, Aviles & Jackson, LLC.
Your Financial Services and Technology Resource Partner

 

 

 

The history of Coulter, Aviles & Jackson, LLC. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

We invite you to meet our staff.

 


Eric Coulter, CPA/PFS, CFP(R), ChFC
Partner
With over 13 years of experience, Eric consults on estate and trust tax planning and distribution strategies. He also represents estates, individuals and businesses in front of the Internal Revenue Service for Audits and Collection matters. In addition, Eric has extensive experience working with companies of all sizes, designing and implementing accounting systems, and ensuring compliance with GAAP and IRS rules and regulations. Eric is a licensed CPA in the states of Florida, Virginia and Tennessee and graduated from the University of Florida in 1993 with a Bachelors of Science in Agriculture, the University of South Florida in 1994 with a Bachelors of Science in Accounting and in 1996 with a Masters in Accountancy. Additionally, Eric is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
 
 
Jon Aviles, CPA
Partner
Throughout his 16 year career Jon has been a sought after professional holding Chief Financial Officer and Executive Management level positions at companies of all sizes, from small and medium size companies to Big 6 National Accounting Firms and Fortune 500 Companies.

In addition, Jon has over 14 years of experience in the areas of Public Accounting, Tax compliance, Mergers & Acquisitions, Accounting Operations and Financial Planning & Analytics. Jon also has extensive International Accounting & Tax experience and is fluent in both Spanish and English.

Jon is a Florida Certified Public Accountant and a graduate from the College of Business of the University of South Florida, in 1994. He continues to stay abreast of new and changing Accounting Standards and Tax laws through ongoing professional education and is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

His attention to detail and proven track record, has demonstrated to be an invaluable asset to all his clients.

 

 
David Jackson, CPA
Partner
David Jackson is a CPA with 16 years of public accounting experience.  He holds degrees from the University of Texas (BBA 1980) and East Tennessee State University (BBA 1993 and MACC 1996) and is licensed as a CPA in Virginia, Tennessee and Florida.
 
David has considerable experience in taxation (personal, not-for-profit, estates, partnerships and corporations) and attestation services (audits, reviews and compilations).  He also represents clients in audits by various taxing authorities and provides small business consulting services.
 
Mr. Jackson is a member of the American Institute of Certified Public Accountants (AICPA), the Virginia Society of CPA’s (VSCPA), and the Tennessee Society of CPA’s (TSCPA).  He is also a member of Civitan International, Moose International, and is a Partner in Education with West Pines Elementary School.
 
 
Kenneth L. Brown, CPA, CVA
Manager

Ken is Certified Public Accountant licensed both in the state of Maryland and the state of FloridaKen graduated with a Bachelor of Arts Degree in Business from the University of Maryland and received his Masters Degree in Accounting from Benjamin Franklin University.

 

Before joining Coulter, Aviles & Jackson, Ken successfully operated his own CPA practice, KL Brown CPA. Over the last 30 years Ken has served his clients in the areas of accounting, tax and business valuation, with the goal of understanding the individual needs of every client including addressing industry specific challenges, compliance needs and standard tax practices.

 

In addition to Business Valuation, Ken specializes in the areas of Accounting and Taxation for Real Estate, Hospitality and Professional Service industries.

 

Ken is a member of the American Institute of Certified Public Accountants, the National Association of Valuation Analysts; the Maryland Association of Certified Public Accountants; and the Florida Institute of Certified Public Accountants.

 
Dan Arminio
Staff Accountant

Dan is a graduate from the University of South Florida, with a Bachelor of Science in Accounting. Dan has over 9 years of experience in the areas of general accounting, treasury operations, income tax preparation and multi-state payroll processing and tax compliance for small and medium size companies. Dan is also a QuickBooks Pro Advisor.

 
Cindy Mathis
Staff Accountant

Cindy offers our clients 25 years experience in all aspects of general accounting, payroll and office management experience.

 
Miryam Kelly
Accounting Specialist

24 years of combined experience in the areas of General Accounting & Bookkeeping, Corporate Finance and the Insurance Industry. Miryam graduated form the University of EAFIT, Medellin, Colombia with a Bachelors of Economics and a minor in Finance.  Bilingual Spanish/English

 
Diana Aviles
Accounting Specialist/Collections
 
Anastasiya Gerasimova
Accounting Specialist
 
Dee Kettler
Client Service Specialist
 
Suzanne Pioli
Marketing
 

 

 

 

 

Securities offered through Community Bankers Securities, LLC., Member FINRA/SIPC.Investment advisory services offered through Compass Financial Advisors, LLC. A Registered Investment Advisor.  We have individuals registered to offer securities in the states of Florida. This is not an offer to sell any security in any other jurisdiction.