Welcome, Lonnie Sluchak!
We are happy to introduce you to the newest member of our team, Lonnie Sluchak, CPA. Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth management and financial planning clients.
Lonnie brings over 10 years of personal tax and accounting experience with a specialty in tax compliance, both domestic and international. Prior to joining Tobias Financial Advisors, Lonnie was partner at a top 10 South Florida public accounting firm. His goal is to bring his global tax knowledge from public accounting to further enhance the value-add tax planning services provided to our private wealth management clients.
Lonnie has a bachelor’s degree from Florida Atlantic University, a master’s degree from Nova Southeastern University and is a Certified Public Accountant. He is active with both the Florida Institute of Certified Public Accountants (FICPA) and American Institute of Certified Public Accountants (AICPA). He is also a Certified Acceptance Agent for the IRS.
He currently resides in Naples, Florida allowing for a bridge of southeast and southwest Florida client relationships. In his free time, Lonnie enjoys spending time with his family, traveling, watching ice hockey games, and playing the piano.
His experience and depth of knowledge will be a great resource to the entire Tobias Financial Advisors team, and we are very excited to have him on board!