Phillips Harvey Group
801 Laurel Oak Drive
Suite 303
Naples, FL 34108
239-566-1600 Phone
239-566-1901 Fax

 


 

Whether you're seeking someone to help you with your personal financial situation or that of your business, not-for-profit or government organization, we have qualified people who know how to help you effectively and cost efficiently.

Our strong team works together, diligently, to bring you the very best skills and services in Southwest Florida. Our people are caring individuals who take the time to consider your best interests.

Meet us and see for yourself what we're about and how we are different.

Accounting and auditing team:
Principals
Nathan Phillips
Deborah Harvey

Team Members
Jenifer Brown
Stephanie Feldman
Shannon Huber
Michelle V. Schalmo
Trey Bruce
Brian Hodges


NATHAN A. PHILLIPS, CPA
MANAGING PRINCIPAL

Nathan joined the firm in 1992 and, since 2002, has managed the firm's operations. Nathan oversees the performance and quality of the firm's financial statement review and audit services. He also reviews corporate tax accruals and tax returns relating to the clients he serves. Nathan's attention to quality, timeliness, and efficient performance are traits that, as a leader in the firm, he both exhibits and teaches to others.

Nathan's experience is strong and diverse—he has mastered a varied list of services across multiple industries. His past experience includes work with Price Waterhouse and other public CPA firms performing accounting, consulting, and auditing services for public and private sector clients. The industries in which Nathan focuses the bulk of his practice are:

In addition, he has been involved with litigation support encompassing divorce, professional liability, and business interruption claims.

Nathan is a frequent speaker providing seminars to the firm's clients and to the community on a variety of topics pertaining to accounting and auditing.

Education
A native of Miami Springs, Florida, Nathan received his Bachelor of Arts in Accounting and Business Management at Palm Beach Atlantic University. He received his CPA certification in Florida in 1987.

Community Involvement
Nathan recently served on the Board of Directors of the Florida Gulf Coast Chapter of the Hospitality Financial & Technology Professionals. He is a previous member of the YMCA of Collier County Board of Directors and the Finance Committee. He has served several other civic and membership organizations in Collier County including the Greater Naples Chamber of Commerce and Habitat for Humanity. He participates on various church committees and is an elder at First Baptist Church of Naples.

Professional Associations
Nathan's professional memberships include AICPA (American Institue of CPA's) FICPA (Florida Institute of CPA's), HFTP (Hospitality Financial and Technology Professionals), and the Club Tax Network.

Hobbies
In his spare time, Nathan enjoys spending time with his wife and their two sons. Nathan also enjoys reading, singing, teaching, and playing golf and tennis.



DEBORAH L. HARVEY, CPA
PRINCIPAL

Debbie joined the firm as a CPA in 1996 and became a principal of the firm in 2001. Her responsibilities include the preparation of financial statements and tax returns for individual, corporate, partnership as well as estate and trust clients. Debbie provides to small businesses and personal service corporations advice and the benefit of her extensive experience handling day-to-day and long-term accounting matters. Construction, retail, and manufacturing companies are some of the industries with which Debbie is most involved.

Education
Originally from Salem, Illinois, she is a graduate of the University of South Florida. Debbie earned a Bachelor of Science in Accounting, cum laude, in 1993 and passed Florida's uniform CPA examination in 1995.

Community Involvement
Debbie is active in the Greater Naples Chamber of Commerce, Bonita Springs Chamber of Commerce, and The Foster Care Council of Southwest Florida, Inc. She has served on the board of The Foster Care Council of Southwest Florida Inc., Southwest Florida affiliate of Susan G. Koman Race for the Cure, and for the Bonita Springs YMCA. Debbie is an active member of the Anchor Christian Church in Bonita Springs.

Professional Associations
Her professional memberships include the AICPA and the FICPA. She is a graduate of the Partner Institute, a three year program focusing on excellence in leadership, marketing, and firm profitability.

Hobbies
An avid collector of Longaberger baskets, she takes no offense to the term "basket case." In her spare time, Debbie also enjoys reading and spending time with her husband and her dog, a boxer.



JENIFER BROWN
STAFF AUDITOR/BUSINESS CONSULTANT


Jenifer joined the firm in 2007 as a staff auditor and business consultant. She joins the firm with four years of previous experience in business accounting and auditing; as an accounting intern for Naples Botanical Garden, staff accountant/auditor for a local CPA firm, and senior staff accountant. She is familiar with the day to day operations of corporations as well as the preparation of Federal and State tax returns.

Education
Originally from Naples, FL, Jenifer graduated from Webber International University in Lake Wales, FL, with a Bachelor of Science in Business Administration with a major in Accounting. She has recently completed her 5th year requirements at Stetson University and plans to take her CPA exam as soon as possible.

Community Involvement
Jenifer enjoys coaching and playing soccer. She played for Webber International University from 2002 to 2004 and currently plays in a local adult league. Jenifer has coached for the Naples Youth Soccer Club and the Naples Optimist Program in past seasons.

Hobbies
Jenifer enjoys spending time with her family and friends, playing soccer, riding horses, spending time at the beach and traveling.

 

STEPHANIE FELDMAN, CPA
STAFF ACCOUNTANT


Stephanie joined the firm as a staff accountant in 2004 and became a FL licensed CPA in 2007. Her responsibilities with Phillips Harvey Group include fiduciary accounting, preparation of individual, estate, trust, and corporate tax returns, natural resources management and taxation, as well as controllerships and general business guidance

Stephanie feels it is important to continually expand her experience and knowledge-base so that she can ultimately offer clients the most current and applicable information. Aimed at giving her clients 100%, she is dedicated to hard work, persistence, and constant improvement to ensure she helps her clients reach their goals.

Education
A native of Naples, Stephanie graduated from Florida Gulf Coast University with a Bachelor of Science in Accounting. She received a Master's degree in Accounting and Taxation from Florida Gulf Coast University in 2005 and received her CPA license from the state of Florida in 2007.

Community Involvement
Stephanie previously served on the board for the Foundation For Developmentally Disabled and Longshore Lake Women's Club. She and her husband Jeff became licensed foster parents in 2009, and have opened their home to several children in need in our community and is very active in her church. Stephanie is a graduate of the Greater Naples Chamber of Commerce Program Collier Leadership for 2014.

Professional Associations
Stephanie is a member of the AICPA, and the FICPA.

Hobbies
Stephanie spends her spare time with family and friends. She enjoys running, playing tennis, reading, and shopping.

 

SHANNON HUBER, CPA
AUDITOR/BUSINESS CONSULTANT

Shannon joins the firm with six years experience as an Audit Manager for Price Waterhouse and fourteen years experience serving in senior accounting management roles. Most recently, she served as Director of Finance for the Naples Daily News from 2002 through 2008. Her diverse business background provides a strong resource for assisting clients with day-to-day accounting issues as well as more complex, technical concerns.

Education
Although Shannon grew up in Cincinnati, Ohio, she is a native Floridian. She is a graduate from the University of Cincinnati with a Bachelor of Business Administration in Accounting. She graduated Summa Cum Laude and passed the Certified Public Accountant exam for the state of Ohio in 1991. Shannon currently holds her CPA license in the State of Florida.

Professional Associations
Shannon's professional memberships include the AICPA, the FICPA, and HFTP (Hospitality Financial and Technology Professionals). Shannon has been a member of the Finance Committee for the YMCA of the Palms since 2003 . She is also a past member of The Rotary Club of Naples. Recently Shannon served on the planning committee for FICPA's State & Local Government Accounting Conference.

Hobbies
In her spare time, Shannon enjoys spending time with her husband and two sons. When she is not playing the role of a "soccer mom" for her sons, Shannon enjoys jogging, reading, and traveling.

 

MICHELLE V. SCHALMO, CPA
STAFF ACCOUNTANT


Michelle joined the firm as a staff accountant in 2007 after completion of her Masters Degree in Accounting and Taxation. Her responsibilities with Phillips Harvey Group include corporate accounting, and preparation of individual, and corporate tax returns.

Michelle attributes her success thus far to two things—one is having such a close and supportive family, and because of that, number two is her horses. She feels that horse ownership has truly taught her about patience, hard work and perseverance, traits that Michelle uses while working on client matters.

Education
Originally from New York, Michelle graduated from Florida Gulf Coast University, with a Bachelors in Accounting, Magna Cum Laude, and completed her Masters degree in Accounting and Taxation in 2007. She passed Florida's uniform CPA examination to hold CPA license in 2009.

Community Involvement
Michelle, an avid horseback rider and past treasurer of the Southwest Florida Dressage Association. She is affiliated with the Florida Gulf Coast University chapters of Phi Eta Sigma, National Honor Society, Golden Key International Honor Society and Beta Gamma Sigma International Honor Society in Business, Management and Administration.

Professional Associations
Michelle is a member of the AICPA, and the FICPA

Hobbies
Michelle enjoys spending time with her family, friends, her two Siberian Huskies, and her two horses.

 

 

Trey Bruce, JD, LLM, CPA
Auditor/Business Consultant


Trey joined the firm in 2016 as an auditor and business consultant. With a background in tax law and auditing, he has diverse experience, including the practice of law in Florida, predominantly litigation of various types, accounting, and auditing. Trey has proven to be a versatile, highly analytical problem solver.

Education:
After graduating from Ohio State University Fisher College of Business, Summa Cum Laude, with a Bachelor of Science in Business Administration and emphasis in Economics, Trey earned his JD from Lewis & Clark Law School in Portland, Oregon. While at Lewis & Clark, he also received a Federal Tax Law Certificate. He later obtained his LLM in Taxation from the University of Florida and has particular interest in the areas of international tax planning and mergers and acquisitions.

Trey passed the uniform CPA examination in 2015 and became one of the seventy-five candidates nationally for that year to receive the AICPA's Elijah Watt Sells Award, based upon his exam performance. He received his Florida CPA license in 2016.

Professional Associations:
Trey serves on the FICPA’s Accounting Principles and Auditing Standards Committee and its Young CPAs Committee. He was additionally selected for, and participated in, the FICPA’s Emerging Leaders Program for Region III of Florida. He is also a member of The Florida Bar, the American Bar Association, and the AICPA. He further holds membership in the Golden Key International Honor Society and Beta Gamma Sigma Honor Society.

Hobbies:
Trey enjoys running, reading, viewing Spanish-language media, and spending time with friends and rescue dogs (especially when it involves playing frisbee with Boston Terriers). He has been a lifelong supporter of local and national animal rescue and adoption efforts.

 

 

Brian Hodges
Staff Auditor/Business Consultant


Brian joined the Firm in 2015 as a staff auditor and business consultant. He has over eleven years of accounting experience in all areas of business accounting including but not limited to accounts payable and the preparation of financial statements in both property management and shipping industries. Through his extensive experience in various accounting departments he has acquired proficiency in several accounting software programs.

Education:
Originally from South Holland, Illinois, Brian is a graduate of Moody Bible Institute, Chicago, IL with a BA in pastoral studies and a graduate of Florida Gulf Coast University, Fort Myers, FL with a BS in accounting. Brian is currently completing the uniform CPA examination.

Community Involvement:
Brian attends First Baptist Church of Naples and participates in fund raising with Pregnancy Resource Center.

Professional Associations:
Brian is a member of the FICPA and Florida Gulf Coast Chapter of the Hospitality Financial & Technology Professionals (HFTP).

Hobbies:
In his spare time Brian enjoys relaxing and traveling with his family, playing basketball, and watching sports.


  © 2009 Phillips Harvey Group