Joshua B. Angell CFA, ASA, CPA/ABV
Chief Investment Officer, Chief Compliance Officer & Managing Member
Josh Angell is the head of investments and compliance of Poinciana Advisors Group, and is responsible for formulating investing strategies...
Karyl H. Neal CPA/PFS
Financial Advisors & Managing Member
Karyl Neal is a founding member and lead financial advisor of Poinciana Advisors Group, LLC. She has been instrumental in building many of Poinciana’s...
W. David Ellrich CPA/ABV, ASA, CFA, CVA, CFF
Founding Member
Dave Ellrich is a founding member and currently serves on the advisory board of Poinciana Advisors Group, LLC. With his extensive accounting...
Matthew S. Stohlman CPA/ABV, CFE, CFF
Founding Member & Financial Advisor
Matthew Stohlman is a founding member and financial advisor, and currently serves on the advisory board of Poinciana Advisors Group. Matt is primarily...
Matthew C. Smith CPA/ABV, CVA, CFF
Founding Member
Matt Smith is a founding member and currently serves on the advisory board of Poinciana Advisors Group, LLC. Matt is primarily responsible for client...
