Laurie A. Sloat, CPA*   – President

Personal Financial & Accounting Services Analyst

Laurie  A. Sloat, C.P.A., P.A.

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Professional Biography

Curriculum Vitae

PrimePlus Services

Divorce Related

Summary of Services

Professional References

Contact Information

 

Laurie holds a Bachelor of Science degree in International Business Management from SUNY at Plattsburgh, Plattsburgh, New York. She is a Certified Public Accountant licensed in the State of Florida. Prior to establishing Laurie A. Sloat, C.P.A., P.A., Laurie was employed by the law firm of Grant, Fridkin, Pearson, Athan & Crown, P.A. in Naples, Florida in the Trusts and Estates Department.

Laurie’s expertise includes, but is not limited to, providing personal financial and accounting services; coordinating the work efforts of other professionals, such as trust and estate attorneys, bankers, investment advisors, Certified Public Accountants, and insurance agents; managing and accounting for cash flow; compiling financial data for income and gift tax return preparation; and performing financial analysis and planning as it relates to divorce. These services are intended to help clients maintain their desired lifestyle and financial independence.

Laurie and her husband, Steve, reside in Estero. They have two sons, Steven and Christopher. Laurie has coached youth soccer for several years and has participated on the San Carlos Park Scorpion Soccer Club Board of Directors.

 

 

Career Summary

 

President, March 2007 - present

Laurie A. Sloat, C.P.A., P.A.

 

CPA*, CDFASM, Paralegal, May 2006 - February 2007

Grant, Fridkin, Pearson, Athan & Crown, P.A.

 

CPA*, CDFASM, Assistant Controller, September 2005 - May 2006

Lennar Homes, Inc.

 

CPA*, CDFASM, Litigation Support Services, November 1998 - September 2005

Markham Norton Mosteller Wright & Co., P.A.

 

Education

 

Bachelor of Science, International Business Management

State University of New York, College of Arts and Science at Plattsburgh, Plattsburgh, New York, 1986

(See Attached Curriculum Vitae for additional education and training)

 

Professional Designations

 

Certified Public Accountant*

Certified Divorce Financial Analyst SM  inactive status

Notary Public, State of Florida

* Regulated by the State of Florida


Laurie A. Sloat - Personal Financial & Accounting Services - Fort Myers, Estero, Naples, Bonita Springs

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