Wallace, Plese + Dreher elected William G. Miles, CPA, CFP to partner. In 2013, Jerry joined WP+D as senior tax manager. Previously, he was shareholder and founder of a Florida CPA firm. With more than 25 years of experience in public accounting, Jerry specializes in individual, corporate, trust and estate tax. As a certified financial planner, he offers strategic techniques in personal financial and retirement planning.
Jerry earned his bachelor’s degree in Accounting from the University of South Florida. He holds certified public accounting licenses in Arizona and Florida.