Our Professional Team

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Poinciana’s ownership comprises a team of partners who also maintain leadership roles in affiliated CPA firm Moore, Ellrich and Neal, P.A. (ME&N):

  • Investment Advisor Karyl H. Neal, CPA
  • Investment Advisor Matthew Stohlman, CPA
  • W. David Ellrich Jr., CPA
  • Becky B. Moore, CPA

Together Matt and Karyl apply a cooperative approach to overseeing the primary activities guiding Poinciana’s growing client services. They deliver seasoned expertise assisting affluent individuals, families, and small- to medium-sized businesses with:

  • Articulating financial objectives and life goals
  • Planning, implementing and monitoring plans for achieving desired financial independence
  • Coordinating personal financial planning, estate planning and other wealth management services

Karyl is an active participant in the community, having volunteered in financial and accounting positions for several local philanthropic organizations. She holds a bachelor’s degree in accounting from the University of Florida and is an active member of the AICPA Tax Division, Technology Division and Financial Planning Division.

Prior to joining ME&N and co-founding Poinciana, Matt was manager at RubinBrown in St. Louis, Missouri. In his specialty as a forensic accountant, he has testified as expert and fact witness in Florida and Missouri courts. He holds a bachelor’s degree in accounting with a minor in international business from Miami University in Oxford, Ohio.

 
 
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Poinciana’s Client Experience

  • Explore. Relationship-building forms the base. Who are you and what are your goals?
  • Plan. Your wealth strategy comes next. How can you realistically achieve your goals?
  • Build. Your unique investment portfolio is devised according to plan. What tools are needed?
  • Control. We select investments to optimize factors you can expect to control (such as asset allocation and costs) and minimize those you can’t (such as stock selection or market timing).
  • Manage. We continue to monitor you and your portfolio, providing reports and advice to help you remain on course — or make prudent adjustments when appropriate.