Team

Robert Brown, General Manager

Financial services marketing, business development

Sanford Scott, Attorney

Description – Pending

Tracy Jocis, Financial Advisor

Tracy is a financial advisor of Clearing and Settlement. Tracy’s has over 20 years of experience as a tax accountant and as a tax planner. He has worked for Ernst & Young, a Big 5 accounting firm and for Intuit, a leading national tax software company.

David Hoyt – Advisory Member

David is a senior development leader in the tax software industry. He has over 30 years’ experience in tax software development with RJ Software, CCH Computax and Intuit where he has made development innovations that have revolutionized the industry and transformed the business including:

1. Created and Developed the Intuit ProSeries tax product used by tens of thousands of CPA’s and tax professionals generating over $350 Million in revenue per year.
2. Created the Intuit Turbo Tax EasyStep Interview vastly improving the consumer experience for personal tax preparation, generating a $1 billion dollar per year business and the most profitable division at Intuit.
3. Director of over 250 tax development employees that updated and enhanced TurboTax and ProSeries software each year with on time delivery and unparalleled accuracy.
4. Chief SoftwareContent Architect responsible for migrating legacysoftware to new technologies and platforms including mobile devices.