Jacksonville-Based LBA Ranked Among Nation’s Top Wealth Management Firms

Posted July 28, 2010

LBA Wealth Management One of Only Fifteen Wealth Management Firms in Florida and the Only Firm in Jacksonville to Make the List

 

Jacksonville, FL – LBA Wealth Management was recently recognized as an industry leader in the U.S. by Wealth Manager magazine. Based on Wealth Manager’s comprehensive survey on wealth management firms, LBA Wealth Management is ranked among only fifteen other firms across the State of Florida and is the only Jacksonville firm on the list of highly regarded wealth managers.

“We are proud to be recognized, for the second year in a row, as an industry leader among the most successful and respected wealth management firms in the nation,” said David Albaneze, Chief Investment Strategist for LBA Wealth Management. “We continuously strive to nurture the personal relationships we have built with our clients, as it is our firm belief that these relationships solidify the trust and confidence they have in our team.”

 

The tenth annual Top Wealth Manager Survey focuses on the nation’s largest independent wealth management firms and this year received 348 surveys on a variety of topics, including client relationships, services offered, and assets under management (AUM). LBA Wealth Management’s national ranking is supported by its AUM averaging over $1.2 million per client for a total of more than $207 million at the end of last year. The firm’s ability to meet the expectations of all types of clients, to maintain a team of talented professionals and to continually improve operations and technology have secured LBA’s position as an industry leader.

 

Established in 2008, LBA Wealth Management includes financial planning services and investment portfolio management to high net worth individuals, small businesses, trusts and families. For more information on LBA Wealth Management, please visit www.LBAWealth.com.

 

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LBA Promotes Staff Members

Posted July 11, 2010

Scott Mattson, CPA, has been promoted to Senior Manager in the firm’s Audit Services Department. Scott has over nine years of experience and, prior to his promotion, had been a Manager with LBA’s audit team for five years. He specializes in financial statement audits, reviews and compilations for privately owned commercial businesses and employee benefit plans. Scott earned his Bachelor’s degree in Business Management from Florida State University. He is a member of the American and Florida Institutes of CPAs.

 

 

Becky Mincer, CPA, has been promoted to Senior Manager in the firm’s Tax & Business Services Department. Becky has over ten years of experience and, prior to her promotion, was a Manager with LBA’s tax team. She specializes in business and individual tax planning and preparation, multi-state tax strategies and proactive tax planning for the firm’s construction, real estate and professional services clients. Becky received her Bachelor’s degrees in Accounting and Finance from James Madison University. She is a member of the American and Florida Institutes of CPAs.

 

Jason Lafser, CPA has been promoted to Manager in the firm’s Tax & Business Services Department. Jason has over six years of experience and, prior to his promotion, was a Senior Accountant at LBA. He specializes in business and individual tax planning and preparation to the firm’s healthcare, commercial and individual clients. Jason received his Master’s degree in Business Administration from the University of North Florida and his Bachelor’s degree in Business from Murray State University. He is a member of the Florida Institute of CPAs, the Institute of Internal Auditors and the Association of Certified Fraud Examiners.

 

Jessica Handley has been promoted to Senior Accountant in the firm’s Tax & Business Services Department. Jessica joined LBA in 2007 as an Intern and was subsequently promoted to a Staff Accountant upon her graduation from college. She provides business and individual tax planning and preparation to the firm’s corporate and individual clients. Jessica received her Bachelor’s degree in Accounting from the University of North Florida. She is a member of the American Society of Women Accountants and the Florida Institute of CPAs.

 

Sherri Elliott has been promoted to Senior Accounting Associate in the firm’s General Accounting Services Department. Sherri joined LBA in 2008 as an Accounting Associate and provides monthly bookkeeping and payroll assistance to the firm’s corporate and individual clients. She received her Bachelor’s degree in Accounting from the University of North Carolina at Charlotte and is a QuickBooks® Certified ProAdvisor.

 

 

 

Nate Wallace has been promoted to Staff Accountant in the firm’s Tax and Business Services Department. Nate joined LBA in January of this year as an Intern and provides business and individual tax planning and preparation to the firm’s clients. He received his Bachelor’s degree in Food Science from the University of Florida and his MBA with a concentration in Accounting from the University of North Florida.

 

 

 

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The LBA Group Hires New Director of Retirement Plan Services

Posted July 6, 2010

New Hire’s Extensive Experience in Plan Administration, Compliance Testing and Advanced Consulting Serves as an Additional Asset to Northeast Florida Businesses

 

Jacksonville, FL – The LBA Group is pleased to announce that Bob McKendry has joined the company as Director of LBA Retirement Plan Services, LLC, a division of The LBA Group that provides plan design and administration services to privately owned businesses throughout Northeast Florida.

 

"The highly regulated and constantly changing retirement and pension plan arena presents numerous challenges and opportunities for businesses, and Bob's expertise advances LBA’s position as a resource for the owners and human resources professionals of these businesses," said Neal Von Stein, Managing Partner for The LBA Group. "In his role as Director of LBA Retirement Plan Services, Bob manages the LBA team that works with our clients to determine the best type of plan, provide guidance and leadership on the design and implementation of the plan and offer employee educational and orientation services."

 

Bob will manage each aspect of retirement plan consulting that LBA provides, which includes plan design, administration, compliance and consulting services.

 

Prior to joining the LBA team, Bob has more than 20 years of experience in pension plan consulting, working for third party administrative and daily valuation companies. He has extensive experience with plan design, plan administration, nondiscrimination testing, IRS annual reporting and submissions, benefit distributions and trust accounting. Bob earned his Bachelor of Science in Commerce from Rider University in Lawrenceville, New Jersey and is a Certified Pension Consultant (CPC), a Qualified Pension Administrator (QPA), a Qualified 401(k) Administrator (QKA) and a Certified Financial Planner (CFP).