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About Us

I've been a CPA since 1992, dedicated to helping clients navigate their financial journeys with confidence. My focus is on tax advisory, investment management, and long-range estate planning, all aimed at fostering a comfortable future for my clients. I find immense joy in meeting with clients and watching them grow more assured about their financial present and future. Finance has always intrigued me, particularly how it impacts people's happiness and their ability to overcome challenges.

Growing up in a small Kentucky town, I spent Saturdays watching the hustle and bustle at the local bank, captivated by the world of finance. Now residing in Central Florida, I appreciate the diversity of people and their unique value systems. My wife Kelli, along with our children Cecelia and Kade, are integral parts of our business, while our daughter Amelia is chasing her dreams in acting in California.

I enjoy playing tennis and golf, and cherish the time spent with my wife at the beach. My aim is to keep clients calm and focused, especially during turbulent times, by encouraging them to see the bigger picture. It's all about helping them find joy and success in their financial lives.

With 35 years of experience in the CPA firm world and four years as a Registered Investment Advisor Representative, my journey has been one of growth and passion. Since becoming a CPA in 1992 and a Registered Investment Advisor Representative in 2021, my focus has been on helping people achieve financial freedom. What began as a drive to deliver excellent tax and accounting services to businesses and individuals has transformed into a deep-seated passion for providing complete clarity in financial matters.

Witnessing countless clients grapple with their personal finances over the years, I realized my true calling was to guide them toward financial freedom. I take pride in empowering individuals with the knowledge and tools they need to navigate their financial journeys confidently. My mission is to demystify finance, offering a clear path to a secure and prosperous future.

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I have been a CPA for 37 years and I love what I do. In my early years as a CPA, I also taught Accounting at USF. Helping my clients with their tax returns and business startups gives me a deep sense of satisfaction. Working with the team at Boatman and Bryant CPAs has been a rewarding experience. In my spare time I love doing yoga, walking and spending time with my husband, adult children and family.

After earning my undergraduate degree from Florida Gulf Coast University and an MBA from Stetson University, I embarked on a journey to make a direct impact in my clients' lives. I enjoy working one-on-one with clients, implementing tax-saving strategies, and explaining them in a clear, understandable way. My goal is to provide peace of mind, demonstrating how even something as complex as taxes can contribute to achieving financial independence. I want clients to grasp the "why" behind our strategy as it's their financial security we're nurturing.

Growing up, I admired my dad, Bob Bryant, and aspired to follow in his footsteps. I naturally gravitated toward his career path and joined the family business after graduating college in 2017. My dad started Boatman & Bryant in 2009, my mom joined soon after, and my brother officially came on board in 2025. My career is my family, and though working together presents unique challenges, we wouldn't have it any other way. I owe much to my dad' 's encouragement and my mom's unwavering support.

Outside of work, I enjoy playing tennis, spending time near the water, and traveling to new places whenever possible with family and friends.

As a licensed financial advisor holding Series 7, Series 66, and Life, Health, and Annuity Insurance licenses, I am passionate about connecting with clients and creating long-lasting relationships. My focus is on helping clients achieve their financial goals through personalized guidance and support. Originally from Phoenix, Arizona, I recently made Tampa, Florida, my home, where I live with my wife, Chloe, and our three beloved dogs.

Before entering the financial industry, I spent nearly a decade in the medical field, which instilled in me a unique, service-oriented perspective. This experience has been invaluable in my financial practice, where I am committed to building meaningful, long-term relationships with clients and guiding them toward lasting financial success. Outside of the office, I enjoy going to the gym, golfing, spending beach days with my dogs, and cheering on my favorite Arizona sports teams. My aim is to support clients on their financial journeys, helping them realize their aspirations with confidence.

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I grew up in a household filled with accounting professionals. They were definitely my inspiration as well as my role models. The clients I serve bring fulfillment into my life because I enjoy helping people and solving problems. Guiding them towards their next steps forward is extremely satisfying. When I am not working I enjoy spending time with my grandchildren and fishing.

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My journey here began unexpectedly, but I’ve embraced every hands-on learning experience. I enjoy taking care of our clients and helping them feel confident and supported. Outside of work, I find peace at home in my backyard and love the thrill of motorcycle riding on the open road.

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I have been working behind the scenes of Boatman & Bryant since I met my husband 29 years ago helping him build the business into what it is today. The best part of my job is establishing meaningful connections with clients and helping them achieve their financial goals. In my free time, I enjoy reading, traveling, collecting vintage books, and spending time with family.

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I graduated from USF with a bachelor’s in accounting and love helping people feel more secure and cared for. Seeing clients’ relief after working together is incredibly rewarding. Outside work, I enjoy watching sports and the stock market, playing golf and tennis, and spending quality time with my family and friends.

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With over 25 years of teaching and librarian technician experience, I bring organization and a guiding hand to office management. Focused on team building and collaboration, I often use my education background not only to improve the administrative aspects, but to grow new employees skills. I continue to learn alongside my husband and three children - who all work with us!

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I am a graduate of the University of South Florida with a Bachelor’s degree in Accounting. With a strong attention to detail and a passion for helping others, I strive to make a meaningful impact in the lives of our clients. I believe that putting clients first is key to providing exceptional service. When I’m not working, you’ll probably find me out in nature with my two pups, soaking up some fresh air and sunshine.

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From a young age, I’ve always been organized and detail oriented. These traits naturally led me to the accounting field. I earned my degree in Accounting from the University of Central Florida and am currently pursuing my CPA certification. At Boatman & Bryant CPA’s, I enjoy helping clients achieve their professional and financial goals. Outside of work, I enjoy working out, playing golf, and watching sports.

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I graduated from the University of Central Florida with a BSBA in accounting and a minor in finance. I started working at Boatman and Bryant in 2023 and love building relationships with our clients and working to provide them peace of mind and long-term success. In my free time I enjoy watching football and spending time with family and friends.

After receiving my Bachelors of Legal Studies from UCF in 2004, I worked for a small law firm as a paralegal and office manager for 18 years. In 2022, after the law firm closed due to retirement, I was hired to help manage Boatman and Bryant's growing financial investment firm. In my free time, I love watching football and spending time with my family and dog, Sadie. My daughter, who is 23, lives in Houston and I try to hop on a plane any time I can to see her.

I earned my bachelors degree in accounting from Warner University, where I gained valuable financial and analytical skills. I enjoy working at Boatman and Bryant because of the collaborative environment and commitment to excellence. It’s rewarding to help clients achieve their financial goals while growing professionally within a trusted and respected firm.

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I got into the business working part-time for Todd Boatman over the past five years, helping with various projects. I enjoy the work because it keeps me thinking and gives me purpose. In my free time, I love cooking for family and watching movies with my wife. 

I graduated from Black Hills State University with a Bachelor’s Degree in Business Administration, a Minor in Mathematics, and a Certificate in Accounting, and I am passionate about helping clients achieve financial freedom. My hobbies outside of work include exercising, reading, and spending time in nature with my family and friends.

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I have been an accountant for 50 years. I worked most of that time for an individual company. This is the second but the largest accounting firm that I have worked for. We are a team in our office, everyone is always willing to help in any way. We are all treated as family and with the greatest respect. There is no other place I would choose to work. I enjoy the beach, traveling, but most of all the fun that I have in spending time with my family, friends and my work family.