Jacksonville, Florida 32202
Directors & Department Leaders
David T. Albaneze, CFA 
Chief Investment Strategist
LBA Wealth Management, LLC
As Chief Investment Strategist for LBA Wealth Management, Dave is responsible for the development of the firm's investment strategies. He has over 25 years of experience in the investment industry beginning as a broker and forming one of the nation's first “fee only” investment firms in 1986. He merged St. Johns Investment Management with a regional bank in 2002. He continued on as CEO and CIO operating as a wholly owned subsidiary before launching LBA Wealth Management in 2008.
Dave is a Chartered Financial Analyst and is a member of the Chartered Financial Analyst Institute and the Jacksonville Financial Analysts Society. He received his bachelor's degree from the University of Massachusetts.
Catherine Beaver
Director of LBA Retirement Plan Services, LLC
Catherine uses her 20 years of expertise and experience in the retirement and pension plan field to provide plan consulting, design and administrative services to hundreds of LBA clients. Catherine’s team of professionals work hand-in-hand with clients to determine the best type of plan, provide guidance and leadership on the design and implementation of the plan and offer employee educational and orientation services. LBA Retirement Plan Services also serves as a Third Party Administrator for plans on a multitude of investment platforms and is recognized by many of these companies as The TPA Firm of Choice. Catherine is a member of the American Society of Pension Professionals and Actuaries and earned her bachelor's degree from the College of Charleston.
Delena Howard,
CPC, CPC-H
Director of LBA Healthcare Consulting Services, LLC
Delena is the Director of LBA Healthcare Consulting Services, LLC, a division of The LBA Group that provides innovative financial and practice management consulting services to help boost the efficiency and bottom line of healthcare practices of all sizes and specialties. She has more than 15 years of experience in healthcare consulting, working for the last nine as a healthcare consultant with the international accounting firm KPMG. Delena has extensive experience with hospital outpatient services, reimbursement compliance and physician practice groups, providing them with services such as evaluation and management coding, billing, financial analysis, pricing and charge-master. She is a Certified Professional Coder (CPC), and is qualified to review and adjudicate coding of services, procedures and diagnoses on medical claims in the physician-office setting, thus improving the profitability and operational efficiency of the practice. Delena received her bachelor's degree from the University of Florida.
Scott A. Steadman, ASA, CFC
Director of Forensic, Litigation
& Valuation Services
An Accredited Senior Appraiser and an Associate Member of the Association of Certified Fraud Examiners, Scott has over 15 years of experience in financial consulting and commercial banking. For the past several years, Scott has been responsible for managing LBA's Forensic, Litigation, and Business Valuation Services Team. He regularly provides litigation support services including case management, strategy and the quantification of economic damages resulting from breach of contract, shareholder disputes, business interruption, personal injury and wrongful termination. Scott is a member of numerous professional organizations related to the practice of forensic, litigation and valuation services. He received his bachelor's and master's degrees from Michigan State University.
Jamie Trayner
Director of Marketing
Jamie leads the firm’s vision for growth by directing the client service and marketing efforts for all four LBA affiliates: LBA Certified Public Accountants, LBA Healthcare Consulting Services, LBA Retirement Plan Services, and LBA Wealth Management. She works with the firms’ leaders to ensure premier, proactive client service and mentors the firms’ future leaders as they develop their own client and professional relationships. Jamie is involved with identifying and developing new industry and service niches and for facilitating LBA’s involvement and support of local community organizations. Jamie is the immediate Past President for the Association for Accounting Marketing and was named by Accounting Today as one of the Top 100 Most Influential People in the accounting industry.
Kim White
Managing Director
Kim has over 20 years of human resources, leadership development and strategic planning experience, primarily in the financial services industry. Prior to joining LBA, she held leadership roles with First Union (Wachovia), Barnett Banks (Bank of America), Wellspring Resources (CitiStreet), Stop at Nothing, Inc. and Select Portfolio Servicing. As the Managing Director of LBA, Kim is responsible for firm operations, growth strategy and human resources, where she has been instrumental in cultivating the LBA culture that allows our employees to maximize their Work/Life SUCCESS. She earned her bachelor's degree from the University of North Florida and currently serves on the Athena Power Link mentoring board that helps select successful women-owned businesses grow to the next level.
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LBA Partners & Principals
Richard D. Brock, CPA
Chairman of the Board
Richard serves as Chairman of the Board for LBA and is responsible for the strategic vision and plan for the firm’s future growth. He joined LBA right out of college and has over 30 years of experience providing financial and management advice to business owners and practicing professionals. Richard has extensive experience in assisting businesses with financial management, succession planning, tax planning and budgeting. In his practice, he is primarily focused on the firm’s healthcare and professional service clients. Richard received his bachelor's degree from the University of Florida and is a member of several local and national organizations.
Neal J. Von Stein, CPA
Managing Partner
As Managing Partner for LBA, Neal has ultimate responsibility for firm operations, product quality, marketing, human resources and the financial management of the firm. In his practice as trusted advisor to his clients, Neal provides tax and estate planning advice to business owners, top management and individuals. He joined LBA in 1992 and has over 19 years of experience in public accounting. Neal received his bachelor's degree from Florida State University and serves in a leadership role for several local organizations.
David A. Brinson, CPA
Tax and Business Advisory Services Partner
David provides consulting and tax planning to individuals and small businesses, as well as numerous professional service providers such as physicians, dentists and attorneys. He received his bachelor's degree from the University of North Florida and serves on the Board of Directors for the Riverside Fine Arts Association. David has been with LBA for 28 years.
Joseph F. Cummings, CPA
Business Advisory Services Partner
Joey joined LBA in 1999 and has provided accounting, tax and consulting services to Jacksonville area clients for over 14 years. As one of the leaders of the firm's tax and business services group, Joey provides individuals and business owners proactive, strategic tax and management consulting services. His industry focus includes construction, real estate development, services, manufacturing and retail. Joey earned his bachelor's and master's degrees in Accounting at the University of Florida. He serves on the board of directors of Family Support Services of North Florida, Inc., and is a member of the Rotary Club of Orange Park Sunrise as well as numerous professional organizations.
Edward J. Grenadier, CPA
Tax and Business Advisory Services Partner
Ed has over 35 years of providing professional accounting consulting to businesses and individuals in Northeast Florida. After serving as Director and Managing Partner of his own firms, Ed joined LBA as a Partner in 2003, merging his practice into LBA’s. His extensive experience includes serving as an expert witness and consultant in numerous trial cases, and consulting to corporate clients on sale and purchase issues, financing, refinancing and restructuring. Ed serves on numerous local Boards and Committees and received his bachelor's Degree from Jacksonville University.
Robert W. Hinckley, CPA
Tax and Business Advisory Services Partner
Rob leads the tax practice at LBA with over 25 years of experience. Joining LBA immediately following his college graduation, Rob has committed his practice to providing businesses and individuals with extremely high level strategic tax planning, structuring and consulting services. Rob serves on the Boards of Directors for the Jacksonville Chapter of the Construction Financial Management Association and the Estate Planning Council. He received his bachelor's degree from the University of Florida.
Scott Lanigan, CPA, Cr.FA, CFC, DABFA
Audit Partner
Scott spent the first 15 years of his 23-year career with two of the National (Big 4) accounting and consulting firms. In addition to his CPA designation, Scott is also a Certified Forensic Accountant, a Certified Forensic Consultant and a Diplomate of the American Board of Forensic Accounting. Scott received his bachelor's degree from Long Island University and his master's degree from the University of North Florida. He serves on the Board of Directors for the Duval Unit of the American Cancer Society and is a member of the American College of Forensic Examiners Institute and an associate member of the Association of Certified Fraud Examiners.
William R. Morrow, Jr., CPA
Tax and Business Advisory Services Partner
Billy brings 20 years of experience to LBA, providing clients with tax compliance and consulting and general financial management advice. After spending the first 15 years of his career with a worldwide accounting firm, Billy has extensive experience. He serves large, multi-state organizations, as well as small to middle-market entrepreneurial and start-up organizations. Billy joined LBA in 2003 when he merged his own practice into LBA. He serves on the Board of Directors for the Boy Scouts of America, North Florida Council. Billy received his bachelor's and master's degrees from Florida State University.
Harry M. Parsons, Jr., CPA
Audit Partner
Harry leads the audit practice at LBA, which has tripled in size just over the last five years. He oversees the firm’s audit engagements and his team reviews all financial statements for technical adherence to professional standards. Harry also provides consulting and tax planning to commercial businesses, not-for-profit organizations and individuals. He joined LBA over 25 years ago after receiving his bachelor's degree from Florida State University.
William G. Shelton, Jr., CPA
Tax and Business Advisory Services Partner
Bill focuses his practice on the firm’s professional clients. Serving mostly attorneys, law firms, physicians and physician practice groups, Bill has been referred to as “The Guy” for individuals within these professions. His background includes international and local firm experience and after joining LBA in 1999, was elected Partner in January 2007. Bill received his bachelor's degree from Florida State University and serves on the Board of Directors for the Jacksonville Speech and Hearing Center.
James R. White, CPA
Tax and Business Advisory Services Partner
Jim provides his diverse client base with proactive, strategic tax and management consulting services. With over 15 years of experience in public accounting, Jim also serves as one of the leaders of LBA’s business advisory services groups. In that role, Jim leads and directs a team of 20 LBA professionals. He is a member of numerous local professional and community organizations and has held leadership positions with several of them. Jim received his bachelor's degree from the University of Florida.
Curt L. Castetter, CPA
Tax and Business Services Principal
Curt focuses his practice on researching, evaluating and executing some of the most complex tax strategies the firm's clients face. He has almost twenty years of experience, including five years with a worldwide accounting firm, providing tax compliance and consulting services to Jacksonville area clients. Curt works with large, multi-state organizations, as well as small to middle-market entrepreneurial and start-up organizations, in industries such as construction, real estate and professional services. He received his bachelor's degree from the University of North Florida.
John E. Reynolds, CPA
Tax and Business Services Principal
John has over 25 years of public accounting experience, most of which were spent with the international firm of PriceWaterhouseCoopers. Prior to joining LBA in 2008, John was a Tax Partner with PWC. He has extensive experience with international tax planning, mergers and acquisitions and the Federal Research Credits. He received his bachelor's degree from the University of Notre Dame.
*Licensed in New York. Florida license pending.