Our Team

Meet The TrustSource, Tax & Financial Services Team

Our team focuses on building lasting and genuine relationships with clients so that we can understand every aspect of their unique situation. With this level of personal insight, we are able to offer more effective and customized solutions, helping you to achieve their financial goals with precision and care.

Adam J. McKay, CPA

Financial Adviser / Managing Partner

Scott F. Nelson

Partner Emeritus

Travis R. Gucciardo, CPA

Financial Adviser / Partner

Travis is a junior partner in the firm. Originally from Illinois, Travis relocated to Florida in late 2017. Travis has been in the public accounting field since 2008 and has been actively CPA-licensed since 2015. Travis provides...

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Our Services

TrustSource, Tax & Financial Services is a one-stop shop, offering a comprehensive range of services to help meet all your business and personal financial needs.

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About Us

Our team is made up of experienced financial planners, CPAs, and tax professionals who prioritize building long-term client relationships to understand their unique situation.

About Us

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Are you looking for a proactive financial planner who will help you unlock your assets? Contact us today to get started.

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