Gina takes a “hands-on” approach when working with families to help reduce the stress that trust and estate challenges can create. With nearly 25 years of public accounting experience, she provides fiduciary accounting and administration services for individuals, trusts, estates, and guardianships — with a special interest in elder and special needs situations. Gina also assists in contested situations when an independent perspective is needed in order to expedite resolution and closure for a family.
Gina actively supports trustees, personal representatives, and guardians with their tax, financial and accounting responsibilities. She works with her clients’ advisors — including wealth and legal — to assist in the funding of trusts and sub-trusts. Gina is also adept at preparing individual and fiduciary income, estate, and state tax returns. Gina’s primary goal is to provide CRI clients with a personal and unparalleled experience when handling their estate, trust, and long-term care planning needs.
Gina volunteers with the Florida Bar Association 18th Judicial Circuit Grievance Committee and Special
Olympics Brevard as a management team member and track coach. She is past chair of the Community
Foundation for Brevard and a member of the Brevard Estate Planning Council, American Institute of
Certified Public Accountants (AICPA), and the Florida Institute of Certified Public Accountants (FICPA).
Certified Public Accountant (CPA)
University of Central Florida, Bachelor’s
215 Baytree Dr Melbourne, FL 32940