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The Faces of Martin & St. Lucie

The FACES of CPA & WEALTH MANAGEMENT

Rehmann

Timothy Rossow, CPA, MST; Kimberly Martin, ChFC, CLU, MSFS; Scott Nall, CPA; Lynn Fischer, CPA, CFE; Gene Goldin, CPA; Cathy Shoemaker, CPA, MBA/MST (not pictured)

The team at Rehmann is obsessed with client success. With more than two dozen associates in the Stuart office, the fully integrated financial-services and advisory firm provides accounting and assurance, comprehensive technology and human-resources solutions, and specialized consulting and wealth-management services. Rehmann’s culture of putting people first explains why all of its associates immerse themselves into the lives of their clients. “The key to business is honesty and integrity,” Regional Managing Principal Gene Goldin says. “Do what you love, love what you do, and the rest will fall into place.” His secret formula is a sprinkle of sarcasm. “The romance and adventure of accounting is compelling,” he says. “Seriously, accounting can be a dry business. I bring good humor and compassion to my client relationships.” Principal Lynn Fischer invokes the Golden Rule. “Treat others as you wish to be treated,” she says. “We all pay taxes, and we all want to save money.” Principal Financial Advisor Kimberly Martin says helping others is her greatest motivator. “I have known since a young age I wanted a financial-career role,” she says. “I am dedicated to learning about my clients’ personal goals and believe financial planning should be the foundation upon which to build.”

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