C&L

VALUE ADVISORS, LLC

Business Advisory Services

Certified Public Accountants

TEAM LEADERS

Jolene T Loos, CPA
Attended University of South Florida
Member of Toast of Tampa Chorus
Married to Randy and lives in Clearwater

Kevin A Cameron, CPA, MBA
Attended University of Tampa and
Landmark Education Corporation
Member of Kiwanis
Kevin lives in South Tampa

Vickey Johnson, Administrative Assistant to Jolene

TEAM MEMBERS

CERTIFIED PUBLIC ACCOUNTANTS

Christine M Cornelius (Chris), CPA, MA Client Service Advisor

David C Herbst, CPA, Compliance Coordinator
Attended Jacksonville University  Tampa Bay Buccaneers fan. Go Bucs!

Dana L Spinello, CPA, Client Service Advisor
Graduated Florida State University

Jeffrey F Weber, CPA, Client Service Advisor, Certified QuickBooks® Pro Advisor
Graduated Western Oregon State College

Tammy L Young, CPA, Client Service Advisor

CLIENT SERVICE MANAGERS

Patty Bridgers, Client Service Manager

Susan R Handley, Client Service Manager

Joseph Leone (Joe), Client Service Manager
Attended Broward Community College, Florida Community College and The University of Florida
Joseph is a member of SCA or Society for Creative Anachronism.
Achievements: Published in 2000 Coffee Table Book that is published by the International Poetry Guild

Katherine S Scott (Kathe), Business Advisory Manager, Client Service Manager

Attended Hillsborough Community College and American Institute of Banking focusing on business and finances.

Theresa M Wilson (Terry), Client Service Manager, Certified QuickBooks® Pro Advisor
Graduated Webster College with an Associates in Accounting and Florida Metropolitan University with a Bachelors in Accounting.

BUSINESS ADVISORY MANAGER

Katherine S Scott (Kathe), Business Advisory Manager, Client Service Manager

Attended Hillsborough Community College and American Institute of Banking focusing on business and finances.

QUICKBOOKS PRO ADVISORS

Theresa M Wilson (Terry), Client Service Manager, Certified QuickBooks® Pro Advisor
Attended Florida Metropolitan University  and Webster College

Jeffrey F Weber, CPA, Client Service Advisor, Certified QuickBooks® Pro Advisor
Graduated Western Oregon State College

ADMINISTRATIVE

Gail Clark, Director of First Impressions

Member of Toast of Tampa Chorus

Susan Garrett, (Sue) Director of First Impressions

Vickey Johnson, Administrative Assistant to Jolene, Practice Coordinator

EMPLOYMENT INFORMATION

C&L Value Advisors, LLC is an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. We encourage the submission of resumes to our Practice Coordinator, Vickey Johnson.

Education Assistance
C&L Value Advisors, LLC recognizes that the skills and knowledge of its team members are critical to the success of the organization. Tuition reimbursement is available to qualified team members.

Other Team Benefits
401(k) Savings Plan
Auto Mileage
Bereavement Leave
Flextime Scheduling
Holidays
Jury Duty Leave
Major Medical Insurance
Membership Dues
Military Leave
Personal Leave
Short-Term Disability
Vacation
Voting Time Off
Sick Leave
Witness Duty
Parental Leave for School Visits

Fun Team Benefits
WOW Bucks
Employee of the Moment
Suggestion Program
Finders Fee for Referral Conversions