Adam J. McKay, CPA

Adam is the managing partner of the firm. He and Scott joined forces in late 2009 to form Nelson & McKay. Adam has been in the accounting field for over 20 years and has been a practicing CPA for 15 years. Adam's areas of focus include providing strategic tax planning and consulting services regarding Federal and State Tax matters. His main focus has been to serve high-growth, professional services, manufacturing, production, distribution, closely held businesses and their owners. In his off time, Adam enjoys spending time with his wife and two daughters and playing basketball.

Practice Areas:

• Federal/State tax compliance and consulting
• Investment consulting and advisory
• Retirement planning
• Education planning

Education:

• Graduate and undergraduate degrees from the University of South Florida, Magna Cum Laude

Licenses and Membership:

• Certified Public Accountant, Florida
• Member of the American Institute of Certified Public Accountants
• Health, Life and Variable Annuity insurance license: Florida, Georgia and Kansas
• Registered Representative with Cetera Financial Specialists LLC
• Investment Adviser Representative with Cetera Investments Advisers LLC

Honors and Distinctions:

• Graduate of Tampa Connection