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.
A. PHILLIPS, CPA
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.
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.
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.
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.
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.
L. HARVEY, CPA
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.
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.
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.
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.
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.
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
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.
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
Jenifer enjoys spending time with her family and friends, playing soccer, riding
horses, spending time at the beach and traveling.
STEPHANIE FELDMAN, CPA
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.
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.
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.
Stephanie is a member of the AICPA, and the FICPA.
Stephanie spends her spare time with family and friends. She enjoys running, playing
tennis, reading, and shopping.
SHANNON HUBER, CPA
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.
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.
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.
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
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.
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.
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.
Michelle is a member of the AICPA, and the FICPA
Michelle enjoys spending time with her family, friends, her two Siberian Huskies, and
her two horses.
Trey Bruce, JD, LLM, CPA
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
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.
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.
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.
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.
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
Brian attends First Baptist Church of Naples and participates in fund
raising with Pregnancy Resource Center.
Brian is a member of the FICPA and Florida Gulf Coast Chapter of the
Hospitality Financial & Technology Professionals (HFTP).
In his spare time Brian enjoys relaxing and traveling with his family,
playing basketball, and watching sports.